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235 hedge funds and large institutions have $1.8B invested in StoneX in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 97 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

115% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.06M

19% more capital invested

Capital invested by funds: $1.52B → $1.8B (+$281M)

9% more funds holding

Funds holding: 216235 (+19)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

15% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 97

79.31% less ownership

Funds ownership: 254.44%175.13% (-79%)

Holders
235
Holders Change
+19
Holders Change %
+8.8%
% of All Funds
3.43%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
37
Increased
82
Reduced
97
Closed
13
Calls
$2.27M
Puts
$1.06M
Net Calls
+$1.21M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$322M +$19.7M +691,627 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M +$2.46M +86,490 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$104M +$1.97M +69,214 +2%
VBA
4
Van Berkom & Associates
Quebec, Canada
$99.8M -$9.72M -341,302 -10%
State Street
5
State Street
Massachusetts
$80.2M +$5.66M +198,596 +9%
NTCM
6
Nine Ten Capital Management
Illinois
$70.4M -$7.66M -268,781 -11%
AC
7
AltraVue Capital
Washington
$68.9M -$123K -4,331 -0.2%
PAIM
8
Punch & Associates Investment Management
Minnesota
$61.2M +$1.38M +48,360 +3%
Morgan Stanley
9
Morgan Stanley
New York
$58.1M +$30.4M +1,065,724 +151%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$43.3M +$1.85M +64,842 +5%
PCMF
11
Private Capital Management (Florida)
Florida
$41M +$207K +7,284 +0.6%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$35.9M +$7.45M +261,440 +31%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$33.2M -$63.5K -2,230 -0.2%
Ameriprise
14
Ameriprise
Minnesota
$28.5M +$4.87M +170,963 +25%
American Century Companies
15
American Century Companies
Missouri
$26.3M +$3.91M +137,377 +21%
Northern Trust
16
Northern Trust
Illinois
$25.9M +$352K +12,374 +2%
ACM
17
Ashford Capital Management
Delaware
$24.3M -$3.45M -121,032 -14%
Invesco
18
Invesco
Georgia
$22.5M +$2.85M +99,976 +17%
Boston Partners
19
Boston Partners
Massachusetts
$20.7M -$601K -21,088 -3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$18.6M -$639K -22,429 -4%
Charles Schwab
21
Charles Schwab
California
$18.1M +$410K +14,396 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$17.2M -$14.1M -496,138 -49%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$16.6M -$82.3K -2,889 -0.6%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$16.3M +$3.69M +129,509 +35%
N
25
Nuveen
North Carolina
$15.1M -$1.35M -47,310 -9%

SNEX Hedge Fund Activity: Q4 2023 in Review

235 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2023, worth a combined $1.8B — up 19% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SNEX positions and 13 closed out — a net gain of 24 holders — while 82 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $30.4M. The largest seller was Principal Financial Group, cutting an estimated $14.1M.

  • 235 institutional investors held StoneX (SNEX) as of Q4 2023, up from 216 in Q3 2023.
  • Funds reported $1.8B of StoneX stock for Q4 2023, up 19% quarter-over-quarter.
  • 37 funds opened new StoneX positions in Q4 2023 and 13 closed out, a net change of +24 holders.
  • The largest StoneX buyer in Q4 2023 was Morgan Stanley, an estimated $30.4M added.
  • The largest StoneX seller in Q4 2023 was Principal Financial Group, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.