StoneX
SNEX
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.
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 (+$134M)
17.6% more ownership
Funds ownership: 353.77% → 371.37% (+18%)
12% more funds holding
Funds holding: 138 → 155 (+17)
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: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$28.5M |
| 2 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$2.88M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$2.82M |
| 4 |
BlackRock
New York
|
+$2.7M |
| 5 |
JP Morgan Chase
New York
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$4.64M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.44M |
| 3 |
CSC
Cove Street Capital
El Segundo,
California
|
-$2.01M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.41M |
| 5 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$1.22M |
SNEX Hedge Fund Activity: Q4 2020 in Review
155 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2020, worth a combined $826M — up 19% from $693M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SNEX positions and 12 closed out — a net gain of 17 holders — while 53 added to existing stakes and 48 trimmed.
The largest buyer was State Street, opening a new position worth an estimated $28.5M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $4.64M.
- 155 institutional investors held StoneX (SNEX) as of Q4 2020, up from 138 in Q3 2020.
- Funds reported $826M of StoneX stock for Q4 2020, up 19% quarter-over-quarter.
- 29 funds opened new StoneX positions in Q4 2020 and 12 closed out, a net change of +17 holders.
- The largest StoneX buyer in Q4 2020 was State Street, an estimated $28.5M added.
- The largest StoneX seller in Q4 2020 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $4.64M sold.
Based on aggregated 13F filings for Q4 2020.