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140 hedge funds and large institutions have $525M invested in StoneX in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

51% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 35

9% more funds holding

Funds holding: 128140 (+12)

5% more capital invested

Capital invested by funds: $501M → $525M (+$23.9M)

4.79% less ownership

Funds ownership: 244.37%239.58% (-4.8%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
17
Increased
53
Reduced
35
Closed
5
Calls
$6.43M
Puts
$3.21M
Net Calls
+$3.22M
Net Calls Change
+$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$94.3M -$392K -33,129 -0.4%
VBA
2
Van Berkom & Associates
Quebec, Canada
$67.7M +$2.06M +173,677 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.4M +$1.91M +161,443 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35M +$203K +17,155 +0.6%
PCMF
5
Private Capital Management (Florida)
Florida
$27.4M -$307K -25,897 -1%
PAIM
6
Punch & Associates Investment Management
Minnesota
$23.2M +$328K +27,679 +1%
CSC
7
Cove Street Capital
California
$22M -$858K -72,489 -4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$20.6M +$2.36M +199,280 +12%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$19.6M +$339K +28,664 +2%
NTCM
10
Nine Ten Capital Management
Illinois
$18.3M
State Street
11
State Street
Massachusetts
$17.6M +$743K +62,761 +4%
SAM
12
Shell Asset Management
Netherlands
$12.8M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$11.1M +$512K +43,210 +5%
Ameriprise
14
Ameriprise
Minnesota
$9.59M +$135K +11,374 +1%
Northern Trust
15
Northern Trust
Illinois
$8.02M +$177K +14,951 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.4M -$48.4K -4,088 -0.6%
Invesco
17
Invesco
Georgia
$5.66M -$8.96M -756,763 -61%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.99M -$6.12K -517 -0.1%
Prudential Financial
19
Prudential Financial
New Jersey
$3.9M -$418K -35,272 -9%
Charles Schwab
20
Charles Schwab
California
$3.58M +$257K +21,702 +7%
JAM
21
Jupiter Asset Management
United Kingdom
$3.49M +$681K +57,493 +23%
TCIM
22
TIAA CREF Investment Management
New York
$2.91M +$74.6K +6,304 +3%
RA
23
Royce & Associates
New York
$2.85M
TA
24
Teachers Advisors
New York
$2.69M +$66K +5,572 +2%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$2.47M +$12.5K +1,056 +0.5%