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142 hedge funds and large institutions have $692M invested in StoneX in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

84% more call options, than puts

Call options by funds: $743K | Put options by funds: $404K

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

41% more capital invested

Capital invested by funds: $492M → $692M (+$200M)

6.96% more ownership

Funds ownership: 243.42%250.39% (+7%)

5% more funds holding

Funds holding: 135142 (+7)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
18
Increased
56
Reduced
39
Closed
9
Calls
$743K
Puts
$404K
Net Calls
+$339K
Net Calls Change
+$683K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$128M +$3.7M +298,127 +3%
VBA
2
Van Berkom & Associates
Quebec, Canada
$89.6M +$126K +10,156 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.9M -$94.3K -7,600 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$44.1M +$720 +58 +0%
NTCM
5
Nine Ten Capital Management
Illinois
$35.8M +$1.22M +98,422 +4%
PAIM
6
Punch & Associates Investment Management
Minnesota
$34.9M +$4.38M +352,859 +17%
PCMF
7
Private Capital Management (Florida)
Florida
$33.7M -$1.14M -91,705 -4%
State Street
8
State Street
Massachusetts
$24.5M +$689K +55,509 +3%
CSC
9
Cove Street Capital
California
$23M -$974K -78,428 -5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$20.7M -$1.74M -140,457 -9%
SAM
11
Shell Asset Management
Netherlands
$17.4M -$50.8K -4,094 -0.3%
Ameriprise
12
Ameriprise
Minnesota
$14.7M +$51.1K +4,114 +0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$14.4M +$176K +14,145 +1%
Northern Trust
14
Northern Trust
Illinois
$10.6M -$177K -14,226 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.73M +$448K +36,102 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.45M +$2.09M +168,750 +41%
RA
17
Royce & Associates
New York
$8.01M
N
18
Nuveen
North Carolina
$6.78M -$68.8K -5,541 -1%
Principal Financial Group
19
Principal Financial Group
Iowa
$6.28M +$9.05K +729 +0.2%
Invesco
20
Invesco
Georgia
$5.78M -$967K -77,939 -16%
JAM
21
Jupiter Asset Management
United Kingdom
$5.5M
Charles Schwab
22
Charles Schwab
California
$4.88M +$72.5K +5,839 +2%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$4.24M +$568K +45,731 +19%
Morgan Stanley
24
Morgan Stanley
New York
$4.08M +$881K +70,969 +34%
MSL
25
Mackay Shields LLC
New York
$3.89M -$54.5K -4,387 -2%