We are live on ! Find out more

128 hedge funds and large institutions have $501M invested in StoneX in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 33

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.06% more ownership

Funds ownership: 243.31%244.37% (+1.1%)

0% more funds holding

Funds holding: 128128 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

24% less capital invested

Capital invested by funds: $659M → $501M (-$158M)

87% less call options, than puts

Call options by funds: $339K | Put options by funds: $2.61M

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
17
Increased
46
Reduced
33
Closed
17
Calls
$339K
Puts
$2.61M
Net Calls
-$2.27M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$89.4M +$2.18M +171,048 +2%
VBA
2
Van Berkom & Associates
Quebec, Canada
$62M +$1.3M +102,455 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$32.8M +$37.5K +2,950 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$32.6M +$517K +40,625 +1%
PCMF
5
Private Capital Management (Florida)
Florida
$26.2M +$5.27M +414,309 +21%
CSC
6
Cove Street Capital
California
$21.6M +$2.81M +220,638 +12%
PAIM
7
Punch & Associates Investment Management
Minnesota
$21.6M +$2.58M +203,067 +11%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$18.2M +$1.38M +108,773 +7%
NTCM
9
Nine Ten Capital Management
Illinois
$17.3M
Wellington Management Group
10
Wellington Management Group
Massachusetts
$17.3M -$454K -35,724 -2%
State Street
11
State Street
Massachusetts
$15.9M -$68.5K -5,386 -0.4%
Invesco
12
Invesco
Georgia
$13.5M -$19.1K -1,505 -0.1%
SAM
13
Shell Asset Management
Netherlands
$12.1M -$1.8M -141,345 -11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$9.99M +$702K +55,148 +6%
Ameriprise
15
Ameriprise
Minnesota
$8.92M -$141K -11,050 -1%
Northern Trust
16
Northern Trust
Illinois
$7.4M -$40.2K -3,162 -0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.03M -$212K -16,635 -3%
AL
18
AJO LP
Pennsylvania
$5.64M +$180K +14,111 +3%
Principal Financial Group
19
Principal Financial Group
Iowa
$4.72M +$30.2K +2,376 +0.5%
Prudential Financial
20
Prudential Financial
New Jersey
$4.06M -$680K -53,460 -12%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$3.65M +$2.11K +166 +0%
Charles Schwab
22
Charles Schwab
California
$3.14M +$53.3K +4,191 +1%
Goldman Sachs
23
Goldman Sachs
New York
$2.84M -$2.26M -177,288 -40%
RA
24
Royce & Associates
New York
$2.69M
TCIM
25
TIAA CREF Investment Management
New York
$2.67M -$39.7K -3,121 -1%