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230 hedge funds and large institutions have $1.38B invested in StoneX in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 9

31% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $2.26M

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

14% more funds holding

Funds holding: 202230 (+28)

8% more capital invested

Capital invested by funds: $1.28B → $1.38B (+$106M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.05% less ownership

Funds ownership: 256.46%254.41% (-2.1%)

Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
40
Increased
82
Reduced
70
Closed
9
Calls
$2.95M
Puts
$2.26M
Net Calls
+$696K
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$266M +$2.33M +83,953 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$591K +21,297 +0.5%
NTCM
3
Nine Ten Capital Management
Illinois
$75.6M -$16.2M -584,834 -18%
VBA
4
Van Berkom & Associates
Quebec, Canada
$75M -$53.5K -1,930 -0.1%
AC
5
AltraVue Capital
Washington
$74.5M -$9.62M -346,882 -12%
State Street
6
State Street
Massachusetts
$55.8M -$4.83M -174,001 -8%
PAIM
7
Punch & Associates Investment Management
Minnesota
$47.8M -$4.1M -147,926 -8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$41.6M -$11.3M -408,041 -22%
PCMF
9
Private Capital Management (Florida)
Florida
$32.9M -$4.26M -153,616 -12%
Principal Financial Group
10
Principal Financial Group
Iowa
$31.7M -$1.4M -50,399 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.7M +$1.05M +37,729 +4%
Ameriprise
12
Ameriprise
Minnesota
$21.9M -$1.53M -55,174 -7%
Northern Trust
13
Northern Trust
Illinois
$21M +$44.8K +1,616 +0.2%
Morgan Stanley
14
Morgan Stanley
New York
$20.1M +$1.07M +38,725 +6%
Invesco
15
Invesco
Georgia
$18.5M -$2.92M -105,310 -14%
Millennium Management
16
Millennium Management
New York
$18.3M +$2.4M +86,521 +15%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$17M +$825K +29,750 +5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$15.5M -$2.05M -73,946 -12%
JP Morgan Chase
19
JP Morgan Chase
New York
$14.4M +$10.1M +363,751 +251%
Boston Partners
20
Boston Partners
Massachusetts
$13.6M -$5.74M -206,779 -30%
American Century Companies
21
American Century Companies
Missouri
$13.4M +$3.56M +128,247 +37%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$13.1M +$7.81M +281,448 +154%
SAM
23
Shell Asset Management
Netherlands
$12.8M -$3.77M -135,831 -23%
Charles Schwab
24
Charles Schwab
California
$12.4M +$286K +10,297 +2%
CSC
25
Cove Street Capital
California
$12.2M -$783K -28,215 -6%