StoneX
SNEX
140 hedge funds and large institutions have $526M invested in StoneX in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
100% more call options, than puts
Call options by funds: $6.43M | Put options by funds: $3.21M
54% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 35
9% more funds holding
Funds holding: 128 → 140 (+12)
5% more capital invested
Capital invested by funds: $501M → $526M (+$24.5M)
6.78% less ownership
Funds ownership: 366.55% → 359.77% (-6.8%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$2.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.36M |
| 3 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$2.06M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.91M |
| 5 |
IA
IndexIQ Advisors
New York
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$8.96M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$5.64M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.68M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$1.51M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$1.23M |
SNEX Hedge Fund Activity: Q1 2019 in Review
140 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q1 2019, worth a combined $526M — up 4.9% from $501M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SNEX positions and 5 closed out — a net gain of 12 holders — while 54 added to existing stakes and 35 trimmed.
The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), opening a new position worth an estimated $2.4M. The largest seller was Invesco, cutting an estimated $8.96M.
- 140 institutional investors held StoneX (SNEX) as of Q1 2019, up from 128 in Q4 2018.
- Funds reported $526M of StoneX stock for Q1 2019, up 4.9% quarter-over-quarter.
- 17 funds opened new StoneX positions in Q1 2019 and 5 closed out, a net change of +12 holders.
- The largest StoneX buyer in Q1 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $2.4M added.
- The largest StoneX seller in Q1 2019 was Invesco, an estimated $8.96M sold.
Based on aggregated 13F filings for Q1 2019.