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StoneX
SNEX

152 hedge funds and large institutions have $958M 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.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

16% more capital invested

Capital invested by funds: $826M → $958M (+$132M)

4.31% more ownership

Funds ownership: 247.58% → 251.89% (+4.3%)

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

Holders
152
Holders Change
-3
Holders Change %
-1.94%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
20
Increased
48
Reduced
62
Closed
22
Calls
$523K
Puts
$517K
Net Calls
+$6K
Net Calls Change
-$296K

Top Buyers

1
AC
AltraVue Capital
Washington
+$14.3M
2
BlackRock
BlackRock
New York
+$7.78M
3
Brown Advisory
Brown Advisory
Maryland
+$6.9M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$5.99M
5
CSC
Cove Street Capital
California
+$4.19M

Top Sellers

1
PAM
Panagora Asset Management
Massachusetts
-$5.55M
2
PCMF
Private Capital Management (Florida)
Florida
-$5.02M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.29M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.27M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$176M +$7.78M +430,073 +5%
VBA
2
Van Berkom & Associates
Quebec, Canada
$128M +$310K +17,165 +0.3%
NTCM
3
Nine Ten Capital Management
Illinois
$71.6M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$65.6M +$1.37M +75,985 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.9M -$2.45M -135,212 -5%
PAIM
6
Punch & Associates Investment Management
Minnesota
$39.9M +$1.06M +58,468 +3%
State Street
7
State Street
Massachusetts
$32.4M -$131K -7,252 -0.4%
PCMF
8
Private Capital Management (Florida)
Florida
$25M -$5.02M -277,769 -18%
CSC
9
Cove Street Capital
California
$23.5M +$4.19M +231,512 +24%
SAM
10
Shell Asset Management
Netherlands
$22.8M -$50.6K -2,798 -0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.5M +$1.1M +60,908 +6%
Ameriprise
12
Ameriprise
Minnesota
$20.1M +$562K +31,077 +3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$19.6M -$3.29M -181,683 -15%
AC
14
AltraVue Capital
Washington
$15.3M +$14.3M +788,228 New
Northern Trust
15
Northern Trust
Illinois
$12.9M -$544K -30,061 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.9M +$74.7K +4,131 +0.7%
N
17
Nuveen
North Carolina
$10.4M -$322K -17,790 -3%
RA
18
Royce & Associates
New York
$10M – – –
Russell Investments Group
19
Russell Investments Group
United Kingdom
$9.08M +$5.99M +331,182 +241%
Invesco
20
Invesco
Georgia
$9.02M +$924K +51,070 +12%
Charles Schwab
21
Charles Schwab
California
$7.45M +$342K +18,917 +5%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.42M +$91.3K +5,049 +1%
JAM
23
Jupiter Asset Management
United Kingdom
$7.4M -$444K -24,574 -6%
Brown Advisory
24
Brown Advisory
Maryland
$7.39M +$6.9M +381,665 New
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$7.24M +$3.75M +207,225 +124%
1
2 3 4 5

SNEX Hedge Fund Activity: Q1 2021 in Review

152 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q1 2021, worth a combined $958M — 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 $958M 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.