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135 hedge funds and large institutions have $492M invested in StoneX in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 35

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1.2% more ownership

Funds ownership: 242.23%243.42% (+1.2%)

0% more funds holding

Funds holding: 135135 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

9% less capital invested

Capital invested by funds: $544M → $492M (-$51.3M)

36% less call options, than puts

Call options by funds: $616K | Put options by funds: $960K

Holders
135
Holders Change
Holders Change %
0%
% of All Funds
2.96%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
12
Increased
58
Reduced
35
Closed
12
Calls
$616K
Puts
$960K
Net Calls
-$344K
Net Calls Change
-$281K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$104M +$2.54M +215,663 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.5M +$793K +67,466 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.1M -$126K -10,716 -0.4%
PCMF
4
Private Capital Management (Florida)
Florida
$29.5M -$998K -84,844 -3%
NTCM
5
Nine Ten Capital Management
Illinois
$28.9M +$4.4M +374,463 +19%
PAIM
6
Punch & Associates Investment Management
Minnesota
$25.1M +$364K +30,962 +2%
CSC
7
Cove Street Capital
California
$20.3M -$1.57M -133,353 -7%
State Street
8
State Street
Massachusetts
$19.9M +$705K +59,950 +4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$19.1M -$1.42M -120,886 -7%
SAM
10
Shell Asset Management
Netherlands
$14.7M -$368K -31,252 -3%
Ameriprise
11
Ameriprise
Minnesota
$12.3M +$1.58M +134,271 +15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$11.9M +$148K +12,555 +1%
Northern Trust
13
Northern Trust
Illinois
$9.13M +$424K +36,042 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.74M -$78.3K -6,655 -1%
RA
15
Royce & Associates
New York
$6.73M +$2.29M +194,400 +54%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$5.91M -$9.46M -804,458 -62%
Invesco
17
Invesco
Georgia
$5.81M -$1.65M -140,525 -23%
N
18
Nuveen
North Carolina
$5.77M -$1.27K -108 -0%
Principal Financial Group
19
Principal Financial Group
Iowa
$5.28M -$15.3K -1,300 -0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.05M +$1.72M +146,546 +55%
JAM
21
Jupiter Asset Management
United Kingdom
$4.64M
Charles Schwab
22
Charles Schwab
California
$4.03M +$166K +14,107 +4%
MSL
23
Mackay Shields LLC
New York
$3.33M +$1.89M +160,312 +142%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$3M +$702K +59,704 +32%
Renaissance Technologies
25
Renaissance Technologies
New York
$2.74M +$853K +72,562 +48%