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135 hedge funds and large institutions have $544M invested in StoneX in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2.65% more ownership

Funds ownership: 239.58%242.23% (+2.6%)

4% more capital invested

Capital invested by funds: $525M → $544M (+$18.5M)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

7% less call options, than puts

Call options by funds: $827K | Put options by funds: $890K

4% less funds holding

Funds holding: 140135 (-5)

Holders
135
Holders Change
-5
Holders Change %
-3.57%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
15
Increased
60
Reduced
32
Closed
15
Calls
$827K
Puts
$890K
Net Calls
-$63K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.5M +$1.08M +96,778 +1%
VBA
2
Van Berkom & Associates
Quebec, Canada
$71.4M +$2.14M +191,498 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.3M +$186K +16,662 +0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.9M +$175K +15,667 +0.5%
PCMF
5
Private Capital Management (Florida)
Florida
$29.4M +$1.33M +118,412 +5%
PAIM
6
Punch & Associates Investment Management
Minnesota
$23.8M +$128K +11,475 +0.6%
NTCM
7
Nine Ten Capital Management
Illinois
$23.5M +$4.54M +405,489 +25%
CSC
8
Cove Street Capital
California
$21.1M -$1.31M -117,450 -6%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$19.9M -$1.12M -100,254 -6%
State Street
10
State Street
Massachusetts
$18.5M +$531K +47,473 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$15.1M -$4.62M -412,965 -24%
SAM
12
Shell Asset Management
Netherlands
$14.5M +$1.33M +118,820 +11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$11.3M +$9.29K +830 +0.1%
Ameriprise
14
Ameriprise
Minnesota
$10.3M +$459K +40,989 +5%
Northern Trust
15
Northern Trust
Illinois
$8.38M +$183K +16,348 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.54M -$19.6K -1,755 -0.3%
Invesco
17
Invesco
Georgia
$7.25M +$1.4M +125,125 +25%
N
18
Nuveen
North Carolina
$5.57M +$5.31M +474,464 New
Principal Financial Group
19
Principal Financial Group
Iowa
$5.1M +$2.95K +264 +0.1%
JAM
20
Jupiter Asset Management
United Kingdom
$4.48M +$868K +77,588 +26%
RA
21
Royce & Associates
New York
$4.21M +$1.25M +111,375 +45%
Charles Schwab
22
Charles Schwab
California
$3.72M +$62.8K +5,609 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.15M +$733K +65,475 +32%
Prudential Financial
24
Prudential Financial
New Jersey
$3.01M -$933K -83,342 -25%
Morgan Stanley
25
Morgan Stanley
New York
$2.93M +$921K +82,303 +49%