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128 hedge funds and large institutions have $659M invested in StoneX in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

2% more funds holding

Funds holding: 126128 (+2)

4.31% less ownership

Funds ownership: 247.61%243.31% (-4.3%)

8% less capital invested

Capital invested by funds: $716M → $659M (-$57.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
44
Reduced
37
Closed
10
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$116M +$2.84M +178,042 +2%
VBA
2
Van Berkom & Associates
Quebec, Canada
$80.4M +$4.36M +272,886 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$43.3M +$46.1K +2,885 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$42.4M +$364K +22,758 +0.8%
PCMF
5
Private Capital Management (Florida)
Florida
$28.7M -$1.66M -104,180 -5%
PAIM
6
Punch & Associates Investment Management
Minnesota
$25.6M +$1.07K +67 +0%
CSC
7
Cove Street Capital
California
$25.4M -$229K -14,361 -0.8%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$23.4M -$9.28M -580,997 -26%
NTCM
9
Nine Ten Capital Management
Illinois
$22.8M
Fidelity Investments
10
Fidelity Investments
Massachusetts
$22.4M +$7.72M +483,276 +45%
State Street
11
State Street
Massachusetts
$21.1M +$1.82M +113,980 +8%
SAM
12
Shell Asset Management
Netherlands
$18M +$465K +29,093 +2%
Invesco
13
Invesco
Georgia
$17.9M -$14.8K -928 -0.1%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$13.7M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.4M +$425K +26,629 +3%
Ameriprise
16
Ameriprise
Minnesota
$11.9M -$915K -57,294 -6%
Northern Trust
17
Northern Trust
Illinois
$9.82M +$206K +12,886 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.53M +$374K +23,423 +4%
AL
19
AJO LP
Pennsylvania
$7.24M -$700K -43,828 -8%
Goldman Sachs
20
Goldman Sachs
New York
$6.29M +$2.61M +163,464 +59%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.2M +$332K +20,787 +5%
Prudential Financial
22
Prudential Financial
New Jersey
$6.13M -$1.08M -67,423 -14%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$4.82M -$351K -21,995 -6%
Morgan Stanley
24
Morgan Stanley
New York
$4.67M +$1.8M +112,432 +53%
Charles Schwab
25
Charles Schwab
California
$4.09M +$242K +15,137 +6%