StoneX
SNEX
152 hedge funds and large institutions have $959M invested in StoneX in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 22 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more capital invested
Capital invested by funds: $826M → $959M (+$133M)
6.46% more ownership
Funds ownership: 371.37% → 377.83% (+6.5%)
1% more call options, than puts
Call options by funds: $523K | Put options by funds: $517K
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
2% less funds holding
Funds holding: 155 → 152 (-3)
23% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$14.3M |
| 2 |
BlackRock
New York
|
+$7.78M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$6.9M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$5.99M |
| 5 |
CSC
Cove Street Capital
El Segundo,
California
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$5.55M |
| 2 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$5.02M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.29M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.27M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.45M |
SNEX Hedge Fund Activity: Q1 2021 in Review
152 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q1 2021, worth a combined $959M — up 16% from $826M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of SNEX and 20 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 48 added.
The largest buyer was AltraVue Capital, opening a new position worth an estimated $14.3M. The largest seller was Panagora Asset Management, cutting an estimated $5.55M.
- 152 institutional investors held StoneX (SNEX) as of Q1 2021, down from 155 in Q4 2020.
- Funds reported $959M of StoneX stock for Q1 2021, up 16% quarter-over-quarter.
- 20 funds opened new StoneX positions in Q1 2021 and 22 closed out, a net change of -2 holders.
- The largest StoneX buyer in Q1 2021 was AltraVue Capital, an estimated $14.3M added.
- The largest StoneX seller in Q1 2021 was Panagora Asset Management, an estimated $5.55M sold.
Based on aggregated 13F filings for Q1 2021.