We are live on ! Find out more

211 hedge funds and large institutions have $1.3B invested in StoneX in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 255.1%254.57% (-0.53%)

5% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 77

4% less funds holding

Funds holding: 219211 (-8)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

19% less capital invested

Capital invested by funds: $1.62B → $1.3B (-$315M)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

63% less call options, than puts

Call options by funds: $764K | Put options by funds: $2.08M

Holders
211
Holders Change
-8
Holders Change %
-3.65%
% of All Funds
3.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
25
Increased
73
Reduced
77
Closed
33
Calls
$764K
Puts
$2.08M
Net Calls
-$1.31M
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$230M -$2.67M -99,829 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M -$5.97M -223,024 -5%
VBA
3
Van Berkom & Associates
Quebec, Canada
$76M +$3.74M +139,567 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$74M +$2.62M +98,084 +3%
NTCM
5
Nine Ten Capital Management
Illinois
$63.3M
State Street
6
State Street
Massachusetts
$53M +$1.76M +65,931 +3%
AC
7
AltraVue Capital
Washington
$51.8M +$231K +8,640 +0.4%
PAIM
8
Punch & Associates Investment Management
Minnesota
$42.4M +$1.46M +54,543 +3%
PCMF
9
Private Capital Management (Florida)
Florida
$31.2M +$989K +36,953 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$29.8M +$1.33M +49,757 +4%
Principal Financial Group
11
Principal Financial Group
Iowa
$25.4M -$178K -6,652 -0.6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$23.9M +$5.42M +202,467 +26%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$21.5M -$2.18M -81,631 -9%
ACM
14
Ashford Capital Management
Delaware
$20.9M +$6.85M +256,061 +43%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$19.3M +$8.44M +315,420 +67%
Northern Trust
16
Northern Trust
Illinois
$19M +$896K +33,493 +5%
Boston Partners
17
Boston Partners
Massachusetts
$17.6M -$652K -24,354 -3%
Ameriprise
18
Ameriprise
Minnesota
$17.6M -$1.76M -65,833 -8%
Invesco
19
Invesco
Georgia
$15.1M -$1.82M -67,827 -10%
American Century Companies
20
American Century Companies
Missouri
$14.6M +$970K +36,257 +6%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$14.5M +$364K +13,598 +2%
JP Morgan Chase
22
JP Morgan Chase
New York
$14.5M +$1.39M +52,039 +10%
N
23
Nuveen
North Carolina
$13.5M +$1.29M +48,060 +10%
BCM
24
Bares Capital Management
Texas
$13.3M +$4.15M +155,250 +40%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$12.9M -$1.05M -39,099 -7%