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155 hedge funds and large institutions have $826M invested in StoneX in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,745% more call options, than puts

Call options by funds: $313K | Put options by funds: $11K

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

19% more capital invested

Capital invested by funds: $693M → $826M (+$133M)

12% more funds holding

Funds holding: 138155 (+17)

11.74% more ownership

Funds ownership: 235.85%247.58% (+12%)

10% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 48

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
2.74%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
29
Increased
53
Reduced
48
Closed
12
Calls
$313K
Puts
$11K
Net Calls
+$302K
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$148M +$2.7M +159,627 +2%
VBA
2
Van Berkom & Associates
Quebec, Canada
$113M +$1.59M +93,933 +1%
NTCM
3
Nine Ten Capital Management
Illinois
$63.4M +$1.45M +85,867 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$56.8M +$1.17M +68,931 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$50.8M -$1.12M -66,056 -2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$34.4M -$2.44M -143,906 -7%
State Street
7
State Street
Massachusetts
$28.8M +$28.5M +1,679,619 New
PCMF
8
Private Capital Management (Florida)
Florida
$26.9M -$1.22M -71,787 -4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$20.5M -$1.08M -63,733 -5%
SAM
10
Shell Asset Management
Netherlands
$20.2M -$54.4K -3,213 -0.3%
Ameriprise
11
Ameriprise
Minnesota
$17.3M -$1.41M -82,944 -8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.1M +$97.2K +5,734 +0.6%
CSC
13
Cove Street Capital
California
$16.8M -$2.01M -118,736 -11%
Northern Trust
14
Northern Trust
Illinois
$11.9M -$526K -31,034 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.4M +$166K +9,774 +2%
N
16
Nuveen
North Carolina
$9.56M +$620K +36,585 +7%
RA
17
Royce & Associates
New York
$8.88M -$99.3K -5,862 -1%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$7.69M +$258K +15,197 +4%
Invesco
19
Invesco
Georgia
$7.11M -$5.83K -344 -0.1%
BCM
20
Bridgeway Capital Management
Texas
$7.08M
JAM
21
Jupiter Asset Management
United Kingdom
$6.96M +$416K +24,574 +6%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.48M -$282K -16,642 -4%
Charles Schwab
23
Charles Schwab
California
$6.27M +$79.8K +4,712 +1%
PAM
24
Panagora Asset Management
Massachusetts
$5.95M -$69.2K -4,084 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.42M -$4.64M -273,904 -52%