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StoneX
SNEX

Overview Fund Activity

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, 180 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
235
Holders Change
+19
Holders Change %
+8.8%
% of All Funds
3.45%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
37
Increased
180
Reduced
18
Closed
13
Calls
$2.27M
Puts
$1.06M
Net Calls
+$1.21M
Net Calls Change
+$1.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$104M
5
State Street
5
State Street
Massachusetts
$80.2M

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$17.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$14.6M
4
EF
4
Empowered Funds
Pennsylvania
$0
5
EAM
5
Eagle Asset Management
Florida
$2.69M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$322M 4,361,833 +1,658,871 +61%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M 1,875,853 +650,911 +53%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$104M 1,406,553 +489,359 +53%
VBA
4
Van Berkom & Associates
Quebec, Canada
$99.8M 1,352,243 +349,621 +35%
State Street
5
State Street
Massachusetts
$80.2M 1,086,392 +420,974 +63%
NTCM
6
Nine Ten Capital Management
Illinois
$70.4M 953,727 +238,270 +33%
AC
7
AltraVue Capital
Washington
$68.9M 933,244 +309,798 +50%
PAIM
8
Punch & Associates Investment Management
Minnesota
$61.2M 829,425 +290,804 +54%
Morgan Stanley
9
Morgan Stanley
New York
$58.1M 787,566 +578,292 +276%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$43.3M 586,952 +214,863 +58%
PCMF
11
Private Capital Management (Florida)
Florida
$41M 555,572 +187,349 +51%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$35.9M 485,749 +239,380 +97%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$33.2M 449,262 +149,093 +50%
Ameriprise
14
Ameriprise
Minnesota
$28.5M 385,942 +179,303 +87%
American Century Companies
15
American Century Companies
Missouri
$26.3M 356,312 +159,475 +81%
Northern Trust
16
Northern Trust
Illinois
$25.9M 350,861 +120,620 +52%
ACM
17
Ashford Capital Management
Delaware
$24.3M 329,803 +74,073 +29%
Invesco
18
Invesco
Georgia
$22.5M 305,054 +131,307 +76%
Boston Partners
19
Boston Partners
Massachusetts
$20.7M 286,561 +89,272 +45%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$18.6M 252,140 +77,401 +44%
Charles Schwab
21
Charles Schwab
California
$18.1M 245,461 +86,086 +54%
Principal Financial Group
22
Principal Financial Group
Iowa
$17.2M 233,091 -69,307 -23%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$16.6M 225,459 +74,297 +49%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$16.3M 220,725 +111,948 +103%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$15.1M 204,197 +54,048 +36%
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