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219 hedge funds and large institutions have $1.62B invested in StoneX in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$232M)

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

0.69% more ownership

Funds ownership: 254.41%255.1% (+0.69%)

5% less funds holding

Funds holding: 230219 (-11)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

51% less call options, than puts

Call options by funds: $1.09M | Put options by funds: $2.21M

Holders
219
Holders Change
-11
Holders Change %
-4.78%
% of All Funds
3.49%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
26
Increased
84
Reduced
79
Closed
36
Calls
$1.09M
Puts
$2.21M
Net Calls
-$1.13M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$290M +$981K +34,378 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M +$12.7M +444,106 +11%
VBA
3
Van Berkom & Associates
Quebec, Canada
$90.5M +$8.39M +293,969 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$89.1M +$967K +33,878 +1%
NTCM
5
Nine Ten Capital Management
Illinois
$78.9M -$2.97M -104,139 -4%
AC
6
AltraVue Capital
Washington
$64.3M -$15.5M -542,532 -21%
State Street
7
State Street
Massachusetts
$64.1M +$3.22M +112,887 +6%
PAIM
8
Punch & Associates Investment Management
Minnesota
$51.2M -$696K -24,391 -1%
PCMF
9
Private Capital Management (Florida)
Florida
$37.7M +$1.89M +66,369 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35.6M +$2.07M +72,441 +7%
Principal Financial Group
11
Principal Financial Group
Iowa
$31.9M -$2.32M -81,314 -7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$29.3M -$14.9M -520,348 -35%
Assenagon Asset Management
13
Assenagon Asset Management
Luxembourg
$24.3M +$11.8M +414,473 +110%
Ameriprise
14
Ameriprise
Minnesota
$24M +$157K +5,501 +0.7%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$23.6M +$20.9M +730,937 +1,957%
Northern Trust
16
Northern Trust
Illinois
$22.7M -$126K -4,424 -0.6%
Boston Partners
17
Boston Partners
Massachusetts
$21.8M +$6.46M +226,411 +46%
Morgan Stanley
18
Morgan Stanley
New York
$21.3M -$504K -17,661 -2%
Invesco
19
Invesco
Georgia
$20.9M +$809K +28,336 +4%
ACM
20
Ashford Capital Management
Delaware
$18.2M +$16.9M +592,853 New
Wellington Management Group
21
Wellington Management Group
Massachusetts
$17.7M +$780K +27,337 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$17.3M -$1.16M -40,466 -7%
American Century Companies
23
American Century Companies
Missouri
$17.1M +$2.36M +82,512 +17%
JP Morgan Chase
24
JP Morgan Chase
New York
$16.4M +$794K +27,810 +5%
Charles Schwab
25
Charles Schwab
California
$15.7M +$2.01M +70,385 +16%