SNEX icon

StoneX
SNEX

Overview Fund Activity

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.

Holders
211
Holders Change
-8
Holders Change %
-3.65%
% of All Funds
3.33%
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

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$19.3M
2
MFAM
2
Motley Fool Asset Management
Virginia
$7.25M
3
ACM
3
Ashford Capital Management
Delaware
$20.9M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$8.52M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$23.9M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$6.81M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$3.79M
3
Citadel Advisors
3
Citadel Advisors
Florida
$195K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$102M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$230M 2,770,615 -29,579 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M 1,227,486 -66,081 -5%
VBA
3
Van Berkom & Associates
Quebec, Canada
$76M 915,084 +41,353 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$74M 890,187 +29,062 +3%
NTCM
5
Nine Ten Capital Management
Illinois
$63.3M 762,416 – –
State Street
6
State Street
Massachusetts
$53M 638,388 +19,535 +3%
AC
7
AltraVue Capital
Washington
$51.8M 623,446 +2,560 +0.4%
PAIM
8
Punch & Associates Investment Management
Minnesota
$42.4M 510,430 +16,161 +3%
PCMF
9
Private Capital Management (Florida)
Florida
$31.2M 375,437 +10,949 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$29.8M 358,142 +14,743 +4%
Principal Financial Group
11
Principal Financial Group
Iowa
$25.4M 306,173 -1,971 -0.6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$23.9M 287,628 +59,990 +26%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$21.5M 258,558 -24,187 -9%
ACM
14
Ashford Capital Management
Delaware
$20.9M 251,530 +75,870 +43%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$19.3M 232,025 +93,458 +67%
Northern Trust
16
Northern Trust
Illinois
$19M 228,875 +9,924 +5%
Boston Partners
17
Boston Partners
Massachusetts
$17.6M 204,905 -7,216 -3%
Ameriprise
18
Ameriprise
Minnesota
$17.6M 212,062 -19,506 -8%
Invesco
19
Invesco
Georgia
$15.1M 182,069 -20,097 -10%
American Century Companies
20
American Century Companies
Missouri
$14.6M 176,217 +10,743 +6%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$14.5M 174,747 +4,029 +2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$14.5M 174,310 +15,419 +10%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$13.5M 162,462 +14,240 +10%
BCM
24
Bares Capital Management
Texas
$13.3M 160,000 +46,000 +40%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$12.9M 155,330 -11,585 -7%
1
2 3 4 5