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239 hedge funds and large institutions have $1.69B invested in StoneX in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $471K

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

2% more funds holding

Funds holding: 235239 (+4)

8% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 84

3.5% less ownership

Funds ownership: 175.13%171.63% (-3.5%)

6% less capital invested

Capital invested by funds: $1.8B → $1.69B (-$110M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
35
Increased
77
Reduced
84
Closed
28
Calls
$1.04M
Puts
$471K
Net Calls
+$565K
Net Calls Change
-$645K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$300M -$6.06M -201,849 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M +$2.3M +76,752 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$99.5M +$692K +23,065 +0.7%
VBA
4
Van Berkom & Associates
Quebec, Canada
$97.9M +$2.81M +93,557 +3%
State Street
5
State Street
Massachusetts
$79.8M +$3.34M +111,434 +5%
AC
6
AltraVue Capital
Washington
$65.3M -$213K -7,110 -0.3%
PAIM
7
Punch & Associates Investment Management
Minnesota
$58.4M +$121K +4,028 +0.2%
NTCM
8
Nine Ten Capital Management
Illinois
$52.3M -$14.1M -470,536 -22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$43.2M +$1.85M +61,623 +5%
Ameriprise
10
Ameriprise
Minnesota
$40.7M +$13M +433,678 +50%
PCMF
11
Private Capital Management (Florida)
Florida
$38.5M -$514K -17,107 -1%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$34.9M +$741K +24,681 +2%
Morgan Stanley
13
Morgan Stanley
New York
$33.5M -$21M -699,897 -39%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$31.7M +$102K +3,393 +0.3%
American Century Companies
15
American Century Companies
Missouri
$31.5M +$6.23M +207,657 +26%
ACM
16
Ashford Capital Management
Delaware
$22.7M -$478K -15,937 -2%
Northern Trust
17
Northern Trust
Illinois
$21.4M -$3.1M -103,324 -13%
Boston Partners
18
Boston Partners
Massachusetts
$20M -$155K -5,175 -0.8%
Invesco
19
Invesco
Georgia
$19.7M -$1.66M -55,233 -8%
Charles Schwab
20
Charles Schwab
California
$19.5M +$2.16M +72,088 +13%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$19.1M +$1.3M +43,200 +8%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$19M +$3.38M +112,698 +23%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$15.3M -$483K -16,079 -3%
Goldman Sachs
24
Goldman Sachs
New York
$14.8M +$5.26M +175,187 +59%
JP Morgan Chase
25
JP Morgan Chase
New York
$14.1M -$7.02K -234 -0.1%