StoneX
SNEX
235 hedge funds and large institutions have $1.77B 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.
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
17% more capital invested
Capital invested by funds: $1.52B → $1.77B (+$252M)
9% more funds holding
Funds holding: 216 → 235 (+19)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
15% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 97
123.21% less ownership
Funds ownership: 381.66% → 258.45% (-123%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$19.7M |
| 2 |
Rockefeller Capital Management
New York
|
+$7.45M |
| 3 |
State Street
Boston,
Massachusetts
|
+$5.66M |
| 4 |
Millennium Management
New York
|
+$5.33M |
| 5 |
Morgan Stanley
New York
|
+$5.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$14.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.75M |
| 3 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$9.72M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$8.07M |
| 5 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
-$7.66M |
SNEX Hedge Fund Activity: Q4 2023 in Review
235 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q4 2023, worth a combined $1.77B — up 17% 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 BlackRock, adding an estimated $19.7M. 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 $1.77B of StoneX stock for Q4 2023, up 17% 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 BlackRock, an estimated $19.7M 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.