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158 hedge funds and large institutions have $888M 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.

New
Increased
Maintained
Reduced
Closed

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: 152158 (+6)

2% more call options, than puts

Call options by funds: $425K | Put options by funds: $418K

2.82% less ownership

Funds ownership: 251.89%249.07% (-2.8%)

7% less capital invested

Capital invested by funds: $958M → $888M (-$70.1M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
24
Increased
56
Reduced
49
Closed
18
Calls
$425K
Puts
$418K
Net Calls
+$7K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$163M -$275K -14,188 -0.2%
VBA
2
Van Berkom & Associates
Quebec, Canada
$99.7M -$20.9M -1,076,554 -16%
NTCM
3
Nine Ten Capital Management
Illinois
$66.4M
Vanguard Group
4
Vanguard Group
Pennsylvania
$62.5M +$1.68M +86,633 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.9M -$923K -47,615 -2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$36M -$1.15M -59,467 -3%
AC
7
AltraVue Capital
Washington
$34.5M +$21.9M +1,129,653 +143%
State Street
8
State Street
Massachusetts
$31.9M +$1.97M +101,469 +6%
PCMF
9
Private Capital Management (Florida)
Florida
$23.4M +$172K +8,876 +0.7%
SAM
10
Shell Asset Management
Netherlands
$20.7M -$511K -26,362 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$19.8M +$864K +44,598 +4%
CSC
12
Cove Street Capital
California
$18.7M -$3.28M -169,422 -14%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$17.5M -$824K -42,512 -4%
Ameriprise
14
Ameriprise
Minnesota
$16.7M -$2.17M -111,841 -11%
Northern Trust
15
Northern Trust
Illinois
$13.8M +$1.97M +101,777 +15%
Invesco
16
Invesco
Georgia
$12.2M +$4.1M +211,515 +45%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.4M -$601K -31,016 -5%
RA
18
Royce & Associates
New York
$9.3M
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$8.87M +$2.56M +132,148 +38%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$7.18M +$492K +25,373 +7%
Charles Schwab
21
Charles Schwab
California
$7.01M +$111K +5,747 +1%
Principal Financial Group
22
Principal Financial Group
Iowa
$7M +$126K +6,520 +2%
JAM
23
Jupiter Asset Management
United Kingdom
$6.86M
Russell Investments Group
24
Russell Investments Group
United Kingdom
$6.42M -$2.16M -111,308 -24%
N
25
Nuveen
North Carolina
$6.28M -$3.68M -190,097 -35%