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StoneX
SNEX

Overview Fund Activity

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.

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.44%
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
1
Van Berkom & Associates
Quebec, Canada
$97.2M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$6.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.41M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$52.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$262M
2
NTCM
2
Nine Ten Capital Management
Illinois
$69.3M
3
Millennium Management
3
Millennium Management
New York
$3.44M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$966K
5
EF
5
Empowered Funds
Pennsylvania
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$262M 2,702,962 -67,653 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M 1,224,942 -2,544 -0.2%
VBA
3
Van Berkom & Associates
Quebec, Canada
$97.2M 1,002,622 +87,538 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$88.9M 917,194 +27,007 +3%
NTCM
5
Nine Ten Capital Management
Illinois
$69.3M 715,457 -46,959 -6%
State Street
6
State Street
Massachusetts
$64.5M 665,418 +27,030 +4%
AC
7
AltraVue Capital
Washington
$60.4M 623,446 – –
PAIM
8
Punch & Associates Investment Management
Minnesota
$52.2M 538,621 +28,191 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$36.1M 372,089 +13,947 +4%
PCMF
10
Private Capital Management (Florida)
Florida
$35.7M 368,223 -7,214 -2%
Principal Financial Group
11
Principal Financial Group
Iowa
$29.3M 302,398 -3,775 -1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$29.1M 300,169 +12,541 +4%
ACM
13
Ashford Capital Management
Delaware
$24.8M 255,730 +4,200 +2%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$23.9M 246,369 +14,344 +6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$22.6M 233,195 -25,363 -10%
Northern Trust
16
Northern Trust
Illinois
$22.3M 230,241 +1,366 +0.6%
Morgan Stanley
17
Morgan Stanley
New York
$20.3M 209,274 +55,834 +36%
Ameriprise
18
Ameriprise
Minnesota
$20M 206,639 -5,423 -3%
American Century Companies
19
American Century Companies
Missouri
$19.1M 196,837 +20,620 +12%
Boston Partners
20
Boston Partners
Massachusetts
$19.1M 197,289 -7,616 -4%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$16.9M 174,739 -8 -0%
Invesco
22
Invesco
Georgia
$16.8M 173,747 -8,322 -5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$16.1M 166,156 -8,154 -5%
Charles Schwab
24
Charles Schwab
California
$15.4M 159,375 +6,938 +5%
BCM
25
Bares Capital Management
Texas
$15.4M 159,000 -1,000 -0.6%
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