StoneX
SNEX
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.
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
22% more capital invested
Capital invested by funds: $567M → $692M (+$125M)
10.45% more ownership
Funds ownership: 365.13% → 375.58% (+10%)
5% more funds holding
Funds holding: 135 → 142 (+7)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$4.38M |
| 2 |
BlackRock
New York
|
+$3.7M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$2.09M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.67M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.02M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.74M |
| 3 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$1.14M |
| 4 |
JP Morgan Chase
New York
|
-$1.1M |
| 5 |
CSC
Cove Street Capital
El Segundo,
California
|
-$974K |
SNEX Hedge Fund Activity: Q4 2019 in Review
142 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2019, worth a combined $692M — up 22% from $567M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SNEX positions and 9 closed out — a net gain of 9 holders — while 56 added to existing stakes and 39 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $4.38M. The largest seller was Fidelity Investments, cutting an estimated $6.02M.
- 142 institutional investors held StoneX (SNEX) as of Q4 2019, up from 135 in Q3 2019.
- Funds reported $692M of StoneX stock for Q4 2019, up 22% quarter-over-quarter.
- 18 funds opened new StoneX positions in Q4 2019 and 9 closed out, a net change of +9 holders.
- The largest StoneX buyer in Q4 2019 was Punch & Associates Investment Management, an estimated $4.38M added.
- The largest StoneX seller in Q4 2019 was Fidelity Investments, an estimated $6.02M sold.
Based on aggregated 13F filings for Q4 2019.