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183 hedge funds and large institutions have $1.19B invested in StoneX in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

6% more funds holding

Funds holding: 172183 (+11)

5% more capital invested

Capital invested by funds: $1.13B → $1.19B (+$61.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 63

0.31% less ownership

Funds ownership: 255.49%255.18% (-0.31%)

36% less call options, than puts

Call options by funds: $587K | Put options by funds: $924K

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
3.08%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
25
Increased
63
Reduced
63
Closed
10
Calls
$587K
Puts
$924K
Net Calls
-$337K
Net Calls Change
-$219K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$218M -$1.44M -66,555 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$89.1M +$529K +24,418 +0.6%
NTCM
3
Nine Ten Capital Management
Illinois
$85.5M
VBA
4
Van Berkom & Associates
Quebec, Canada
$78.2M -$14.8M -681,737 -17%
AC
5
AltraVue Capital
Washington
$71M -$126K -5,839 -0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$66.1M +$782K +36,109 +1%
State Street
7
State Street
Massachusetts
$49.3M +$567K +26,169 +1%
PAIM
8
Punch & Associates Investment Management
Minnesota
$45.4M -$1.59M -73,200 -4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$44.6M +$3.7M +170,741 +10%
PCMF
10
Private Capital Management (Florida)
Florida
$34M +$673K +31,050 +2%
Ameriprise
11
Ameriprise
Minnesota
$25M -$412K -19,029 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$23.7M +$188K +8,677 +0.9%
Principal Financial Group
13
Principal Financial Group
Iowa
$23M +$13.2M +611,253 +160%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$18M -$1.8M -83,106 -10%
SAM
15
Shell Asset Management
Netherlands
$17.5M -$1.51M -69,900 -8%
Northern Trust
16
Northern Trust
Illinois
$17.2M -$59.3K -2,737 -0.4%
Invesco
17
Invesco
Georgia
$16.7M +$8.04M +371,274 +106%
CSC
18
Cove Street Capital
California
$13.1M -$4.25M -196,409 -26%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$13M -$419K -19,342 -3%
Morgan Stanley
20
Morgan Stanley
New York
$11.7M +$5.47M +252,602 +100%
RA
21
Royce & Associates
New York
$10.6M -$29.2K -1,350 -0.3%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$10.1M +$1.66M +76,549 +21%
Charles Schwab
23
Charles Schwab
California
$9.54M -$173K -7,965 -2%
BCM
24
Bridgeway Capital Management
Texas
$8.09M +$760K +35,100 +11%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$7.95M -$642K -29,626 -8%