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162 hedge funds and large institutions have $905M invested in StoneX in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

7% more funds holding

Funds holding: 152162 (+10)

2.09% more ownership

Funds ownership: 247.8%249.89% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less capital invested

Capital invested by funds: $959M → $905M (-$54.8M)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

36% less call options, than puts

Call options by funds: $337K | Put options by funds: $526K

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
20
Increased
53
Reduced
60
Closed
10
Calls
$337K
Puts
$526K
Net Calls
-$189K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$171M +$9.94M +505,892 +6%
VBA
2
Van Berkom & Associates
Quebec, Canada
$99.5M -$1.12M -57,186 -1%
NTCM
3
Nine Ten Capital Management
Illinois
$67M
Vanguard Group
4
Vanguard Group
Pennsylvania
$66M +$2.82M +143,232 +4%
AC
5
AltraVue Capital
Washington
$55.8M +$11.3M +572,552 +23%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$50.9M +$479K +24,374 +0.9%
State Street
7
State Street
Massachusetts
$37.5M +$5.05M +256,966 +14%
PAIM
8
Punch & Associates Investment Management
Minnesota
$36.8M +$297K +15,110 +0.7%
PCMF
9
Private Capital Management (Florida)
Florida
$25.7M +$2.33M +118,347 +9%
Ameriprise
10
Ameriprise
Minnesota
$20.3M +$3.9M +198,159 +22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$17.6M -$2.38M -121,075 -11%
SAM
12
Shell Asset Management
Netherlands
$17.3M -$1.42M -72,458 -7%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$16.5M -$1.17M -59,649 -6%
CSC
14
Cove Street Capital
California
$16M -$2.74M -139,195 -14%
Northern Trust
15
Northern Trust
Illinois
$13.8M -$154K -7,834 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$10.1M -$708K -36,015 -6%
RA
17
Royce & Associates
New York
$9.35M +$617K +31,387 +6%
Charles Schwab
18
Charles Schwab
California
$7.33M +$123K +6,253 +2%
Principal Financial Group
19
Principal Financial Group
Iowa
$6.88M -$181K -9,231 -2%
Invesco
20
Invesco
Georgia
$6.64M -$4.16M -211,717 -37%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$6.14M +$488K +24,803 +8%
BCM
22
Bridgeway Capital Management
Texas
$5.71M
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$5.05M -$1.71M -86,781 -24%
LCM
24
Legato Capital Management
California
$5.02M +$505K +25,670 +10%
N
25
Nuveen
North Carolina
$4.98M -$293K -14,907 -5%