We are live on ! Find out more

137 hedge funds and large institutions have $771M invested in StoneX in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

50% more capital invested

Capital invested by funds: $515M → $771M (+$256M)

10% more funds holding

Funds holding: 125137 (+12)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

2.29% less ownership

Funds ownership: 248.37%246.07% (-2.3%)

82% less call options, than puts

Call options by funds: $344K | Put options by funds: $1.86M

Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.81%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
26
Increased
45
Reduced
49
Closed
14
Calls
$344K
Puts
$1.86M
Net Calls
-$1.52M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$139M -$1.05M -80,781 -0.9%
VBA
2
Van Berkom & Associates
Quebec, Canada
$107M +$67.1K +5,161 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$54.8M +$1.35M +103,872 +3%
NTCM
4
Nine Ten Capital Management
Illinois
$51.4M +$1.18M +90,612 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.4M -$449K -34,473 -1%
PAIM
6
Punch & Associates Investment Management
Minnesota
$35M -$1.48M -114,133 -5%
PCMF
7
Private Capital Management (Florida)
Florida
$32.4M -$1.65M -126,947 -6%
State Street
8
State Street
Massachusetts
$29.8M +$56.1K +4,310 +0.2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$21.7M -$909K -69,862 -5%
SAM
10
Shell Asset Management
Netherlands
$18.5M -$374K -28,755 -2%
CSC
11
Cove Street Capital
California
$18.2M -$4.08M -313,895 -22%
Ameriprise
12
Ameriprise
Minnesota
$17.6M -$418K -32,164 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$15.9M +$165K +12,677 +1%
Northern Trust
14
Northern Trust
Illinois
$10.9M -$860K -66,082 -9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.2M -$220K -16,916 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.2M -$646K -49,613 -8%
N
17
Nuveen
North Carolina
$9.01M +$720K +55,316 +11%
RA
18
Royce & Associates
New York
$8.6M -$334K -25,650 -5%
Principal Financial Group
19
Principal Financial Group
Iowa
$6.72M -$69.2K -5,319 -1%
Invesco
20
Invesco
Georgia
$6.49M +$519K +39,909 +11%
JAM
21
Jupiter Asset Management
United Kingdom
$6.19M
Charles Schwab
22
Charles Schwab
California
$6.04M +$354K +27,176 +8%
PAM
23
Panagora Asset Management
Massachusetts
$5.94M -$300K -23,051 -6%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$4.57M +$249K +19,170 +7%
Wells Fargo
25
Wells Fargo
California
$4.17M +$1.68M +129,171 +102%