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138 hedge funds and large institutions have $693M invested in StoneX in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 137138 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

10% less capital invested

Capital invested by funds: $771M → $693M (-$78M)

10.23% less ownership

Funds ownership: 246.07%235.85% (-10%)

46% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 61

100% less call options, than puts

Call options by funds: $5K | Put options by funds: $1.49M

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
18
Increased
33
Reduced
61
Closed
17
Calls
$5K
Puts
$1.49M
Net Calls
-$1.48M
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$129M -$405K -24,674 -0.3%
VBA
2
Van Berkom & Associates
Quebec, Canada
$98.7M -$637K -38,836 -0.6%
NTCM
3
Nine Ten Capital Management
Illinois
$54.7M +$7.47M +455,379 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$49.2M -$2M -122,182 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.9M -$86.4K -5,268 -0.2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$32.6M -$56.1K -3,419 -0.2%
PCMF
7
Private Capital Management (Florida)
Florida
$24.9M -$5.67M -345,681 -17%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$19.1M -$1.23M -74,912 -6%
SAM
9
Shell Asset Management
Netherlands
$17.9M +$795K +48,438 +4%
CSC
10
Cove Street Capital
California
$16.7M -$271K -16,538 -1%
Ameriprise
11
Ameriprise
Minnesota
$16.5M +$193K +11,739 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$15.1M +$264K +16,119 +2%
Northern Trust
13
Northern Trust
Illinois
$11M +$967K +58,958 +9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$9.07M -$496K -30,260 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.06M -$543K -33,075 -6%
RA
16
Royce & Associates
New York
$7.93M -$71.3K -4,344 -0.8%
N
17
Nuveen
North Carolina
$7.89M -$532K -32,440 -6%
Invesco
18
Invesco
Georgia
$6.29M +$273K +16,622 +4%
BCM
19
Bridgeway Capital Management
Texas
$6.25M +$6.77M +412,472 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$6.12M +$4.67M +284,678 +261%
Principal Financial Group
21
Principal Financial Group
Iowa
$5.98M -$295K -17,962 -4%
JAM
22
Jupiter Asset Management
United Kingdom
$5.79M
Charles Schwab
23
Charles Schwab
California
$5.47M -$165K -10,085 -3%
PAM
24
Panagora Asset Management
Massachusetts
$5.32M -$219K -13,331 -4%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$3.79M +$2.44M +148,858 +148%

SNEX Hedge Fund Activity: Q3 2020 in Review

138 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q3 2020, worth a combined $693M — down 10% from $771M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SNEX positions and 17 closed out — a net gain of 1 holder — while 33 added to existing stakes and 61 trimmed.

The largest buyer was Nine Ten Capital Management, adding an estimated $7.47M. The largest seller was State Street, exiting entirely with an estimated $29.8M sold.

  • 138 institutional investors held StoneX (SNEX) as of Q3 2020, up from 137 in Q2 2020.
  • Funds reported $693M of StoneX stock for Q3 2020, down 10% quarter-over-quarter.
  • 18 funds opened new StoneX positions in Q3 2020 and 17 closed out, a net change of +1 holder.
  • The largest StoneX buyer in Q3 2020 was Nine Ten Capital Management, an estimated $7.47M added.
  • The largest StoneX seller in Q3 2020 was State Street, an estimated $29.8M sold.

Based on aggregated 13F filings for Q3 2020.