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202 hedge funds and large institutions have $1.28B invested in StoneX in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

10% more funds holding

Funds holding: 183202 (+19)

7% more capital invested

Capital invested by funds: $1.19B → $1.28B (+$84.5M)

1.28% more ownership

Funds ownership: 255.18%256.46% (+1.3%)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

63% less call options, than puts

Call options by funds: $273K | Put options by funds: $746K

Holders
202
Holders Change
+19
Holders Change %
+10.38%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
37
Increased
66
Reduced
69
Closed
17
Calls
$273K
Puts
$746K
Net Calls
-$473K
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$229M -$2.33M -90,642 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95.9M +$1.23M +47,783 +1%
NTCM
3
Nine Ten Capital Management
Illinois
$80.2M -$11.1M -432,172 -12%
AC
4
AltraVue Capital
Washington
$73.4M -$2.16M -84,206 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$69.8M -$422K -16,429 -0.6%
VBA
6
Van Berkom & Associates
Quebec, Canada
$65.3M -$18.6M -725,031 -21%
State Street
7
State Street
Massachusetts
$52.8M +$466K +18,144 +0.9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$46.3M -$1.22M -47,388 -2%
PAIM
9
Punch & Associates Investment Management
Minnesota
$45.2M -$3.17M -123,522 -6%
PCMF
10
Private Capital Management (Florida)
Florida
$32.4M -$3.9M -152,162 -10%
Principal Financial Group
11
Principal Financial Group
Iowa
$28.8M +$4.58M +178,609 +18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$25.8M +$612K +23,845 +2%
Ameriprise
13
Ameriprise
Minnesota
$20.4M -$6.39M -248,869 -23%
Invesco
14
Invesco
Georgia
$18.7M +$957K +37,287 +5%
Northern Trust
15
Northern Trust
Illinois
$18.2M -$70.9K -2,764 -0.4%
Boston Partners
16
Boston Partners
Massachusetts
$17.4M +$13M +507,978 +270%
Morgan Stanley
17
Morgan Stanley
New York
$16.5M +$4.35M +169,347 +34%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$15.3M -$3.93M -153,347 -20%
SAM
19
Shell Asset Management
Netherlands
$14.5M -$4.26M -165,918 -22%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$14.1M +$297K +11,566 +2%
Millennium Management
21
Millennium Management
New York
$13.8M +$14M +544,013 +2,834%
CSC
22
Cove Street Capital
California
$11.3M -$2.7M -105,327 -19%
RA
23
Royce & Associates
New York
$10.9M -$346K -13,500 -3%
Charles Schwab
24
Charles Schwab
California
$10.6M +$448K +17,442 +4%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$8.6M -$2.21M -86,276 -20%