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StoneX
SNEX

216 hedge funds and large institutions have $1.52B invested in StoneX in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $1.3B → $1.52B (+$217M)

2% more funds holding

Funds holding: 211 → 216 (+5)

0.13% less ownership

Funds ownership: 254.57% → 254.44% (-0.13%)

6% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $1.48M

21% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 87

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.43%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
23
Increased
69
Reduced
87
Closed
17
Calls
$1.4M
Puts
$1.48M
Net Calls
-$87K
Net Calls Change
+$1.23M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$8.14M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$5.88M
3
Morgan Stanley
Morgan Stanley
New York
+$5.19M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.33M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$2.62M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.29M
2
NTCM
Nine Ten Capital Management
Illinois
-$4.37M
3
Millennium Management
Millennium Management
New York
-$3.48M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.31M
5
BCM
Bridgeway Capital Management
Texas
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$262M -$6.29M -228,329 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M -$236K -8,586 -0.2%
VBA
3
Van Berkom & Associates
Quebec, Canada
$97.2M +$8.14M +295,440 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$88.9M +$2.51M +91,149 +3%
NTCM
5
Nine Ten Capital Management
Illinois
$69.3M -$4.37M -158,487 -6%
State Street
6
State Street
Massachusetts
$64.5M +$2.51M +91,226 +4%
AC
7
AltraVue Capital
Washington
$60.4M – – –
PAIM
8
Punch & Associates Investment Management
Minnesota
$52.2M +$2.62M +95,145 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$36.1M +$1.3M +47,071 +4%
PCMF
10
Private Capital Management (Florida)
Florida
$35.7M -$671K -24,347 -2%
Principal Financial Group
11
Principal Financial Group
Iowa
$29.3M -$351K -12,741 -1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$29.1M +$1.17M +42,325 +4%
ACM
13
Ashford Capital Management
Delaware
$24.8M +$390K +14,175 +2%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$23.9M +$1.33M +48,411 +6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$22.6M -$2.36M -85,600 -10%
Northern Trust
16
Northern Trust
Illinois
$22.3M +$127K +4,610 +0.6%
Morgan Stanley
17
Morgan Stanley
New York
$20.3M +$5.19M +188,440 +36%
Ameriprise
18
Ameriprise
Minnesota
$20M -$504K -18,302 -3%
American Century Companies
19
American Century Companies
Missouri
$19.1M +$1.92M +69,593 +12%
Boston Partners
20
Boston Partners
Massachusetts
$19.1M -$708K -25,704 -4%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$16.9M -$744 -27 -0%
Invesco
22
Invesco
Georgia
$16.8M -$774K -28,087 -5%
JP Morgan Chase
23
JP Morgan Chase
New York
$16.1M -$758K -27,519 -5%
Charles Schwab
24
Charles Schwab
California
$15.4M +$645K +23,416 +5%
BCM
25
Bares Capital Management
Texas
$15.4M -$93K -3,375 -0.6%
1
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SNEX Hedge Fund Activity: Q3 2023 in Review

216 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q3 2023, worth a combined $1.52B — up 17% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SNEX positions and 17 closed out — a net gain of 6 holders — while 69 added to existing stakes and 87 trimmed.

The largest buyer was Van Berkom & Associates, adding an estimated $8.14M. The largest seller was BlackRock, cutting an estimated $6.29M.

  • 216 institutional investors held StoneX (SNEX) as of Q3 2023, up from 211 in Q2 2023.
  • Funds reported $1.52B of StoneX stock for Q3 2023, up 17% quarter-over-quarter.
  • 23 funds opened new StoneX positions in Q3 2023 and 17 closed out, a net change of +6 holders.
  • The largest StoneX buyer in Q3 2023 was Van Berkom & Associates, an estimated $8.14M added.
  • The largest StoneX seller in Q3 2023 was BlackRock, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.