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172 hedge funds and large institutions have $1.13B invested in StoneX in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

25% more capital invested

Capital invested by funds: $905M → $1.13B (+$226M)

15% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 55

6% more funds holding

Funds holding: 162172 (+10)

5.61% more ownership

Funds ownership: 249.89%255.49% (+5.6%)

23% less call options, than puts

Call options by funds: $401K | Put options by funds: $519K

Holders
172
Holders Change
+10
Holders Change %
+6.17%
% of All Funds
2.71%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
26
Increased
63
Reduced
55
Closed
15
Calls
$401K
Puts
$519K
Net Calls
-$118K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$209M +$829K +39,757 +0.4%
VBA
2
Van Berkom & Associates
Quebec, Canada
$89.4M -$29.6M -1,417,233 -26%
Vanguard Group
3
Vanguard Group
Pennsylvania
$84.2M +$4M +191,585 +5%
NTCM
4
Nine Ten Capital Management
Illinois
$81.3M
AC
5
AltraVue Capital
Washington
$67.6M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$62.1M +$391K +18,725 +0.7%
State Street
7
State Street
Massachusetts
$46.3M +$828K +39,673 +2%
PAIM
8
Punch & Associates Investment Management
Minnesota
$44.8M +$141K +6,736 +0.3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$38.7M +$36.7M +1,758,443 +205,186%
PCMF
10
Private Capital Management (Florida)
Florida
$31.6M +$520K +24,945 +2%
Ameriprise
11
Ameriprise
Minnesota
$24.2M -$373K -17,870 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$22.4M +$941K +45,090 +5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$18.9M -$1.06M -50,625 -6%
SAM
14
Shell Asset Management
Netherlands
$18.1M -$2.73M -130,717 -14%
CSC
15
Cove Street Capital
California
$16.7M -$2.55M -122,175 -14%
Northern Trust
16
Northern Trust
Illinois
$16.4M -$272K -13,027 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.8M +$574K +27,517 +5%
RA
18
Royce & Associates
New York
$10.1M -$1.2M -57,712 -11%
Charles Schwab
19
Charles Schwab
California
$9.25M +$342K +16,373 +4%
Principal Financial Group
20
Principal Financial Group
Iowa
$8.4M +$60.7K +2,909 +0.8%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$8.21M +$727K +34,844 +10%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$7.91M +$1.69M +81,199 +29%
Invesco
23
Invesco
Georgia
$7.71M -$316K -15,171 -4%
1SAMC
24
12th Street Asset Management Company
Tennessee
$7.19M +$2.13M +102,199 +45%
BCM
25
Bridgeway Capital Management
Texas
$6.92M