StoneX
SNEX
158 hedge funds and large institutions have $889M invested in StoneX in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 18 closing their positions.
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
14% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 49
4% more funds holding
Funds holding: 152 → 158 (+6)
2% more call options, than puts
Call options by funds: $425K | Put options by funds: $418K
4.1% less ownership
Funds ownership: 377.83% → 373.73% (-4.1%)
7% less capital invested
Capital invested by funds: $959M → $889M (-$69.8M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$21.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$4.1M |
| 3 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$2.74M |
| 4 |
1SAMC
12th Street Asset Management Company
Nashville,
Tennessee
|
+$2.64M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$20.9M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$7.39M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.13M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$3.68M |
| 5 |
CSC
Cove Street Capital
El Segundo,
California
|
-$3.28M |
SNEX Hedge Fund Activity: Q2 2021 in Review
158 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q2 2021, worth a combined $889M — down 7.3% from $959M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SNEX positions and 18 closed out — a net gain of 6 holders — while 56 added to existing stakes and 49 trimmed.
The largest buyer was AltraVue Capital, adding an estimated $21.9M. The largest seller was Van Berkom & Associates, cutting an estimated $20.9M.
- 158 institutional investors held StoneX (SNEX) as of Q2 2021, up from 152 in Q1 2021.
- Funds reported $889M of StoneX stock for Q2 2021, down 7.3% quarter-over-quarter.
- 24 funds opened new StoneX positions in Q2 2021 and 18 closed out, a net change of +6 holders.
- The largest StoneX buyer in Q2 2021 was AltraVue Capital, an estimated $21.9M added.
- The largest StoneX seller in Q2 2021 was Van Berkom & Associates, an estimated $20.9M sold.
Based on aggregated 13F filings for Q2 2021.