StoneX
SNEX
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.
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: 3 → 4 (+1)
1.6% more ownership
Funds ownership: 364.96% → 366.55% (+1.6%)
0% more funds holding
Funds holding: 128 → 128 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$5.27M |
| 2 |
CSC
Cove Street Capital
El Segundo,
California
|
+$2.81M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.74M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.58M |
| 5 |
BlackRock
New York
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$13.7M |
| 2 |
Goldman Sachs
New York
|
-$2.26M |
| 3 |
SAM
Shell Asset Management
The Hague,
Netherlands
|
-$1.8M |
| 4 |
Morgan Stanley
New York
|
-$1.54M |
| 5 |
Millennium Management
New York
|
-$1.37M |
SNEX Hedge Fund Activity: Q4 2018 in Review
128 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2018, worth a combined $501M — down 24% from $659M a quarter earlier.
Fund positioning in SNEX was balanced in Q4 2018: 17 funds opened new positions, 17 closed out, 46 added to existing stakes and 33 trimmed.
The largest buyer was Private Capital Management (Florida), adding an estimated $5.27M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $13.7M sold.
- 128 institutional investors held StoneX (SNEX) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $501M of StoneX stock for Q4 2018, down 24% quarter-over-quarter.
- 17 funds opened new StoneX positions in Q4 2018 and 17 closed out, a net change of 0 holders.
- The largest StoneX buyer in Q4 2018 was Private Capital Management (Florida), an estimated $5.27M added.
- The largest StoneX seller in Q4 2018 was JP Morgan Private Wealth Advisors, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2018.