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248 hedge funds and large institutions have $1.83B invested in StoneX in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,713% more call options, than puts

Call options by funds: $225K | Put options by funds: $8K

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more capital invested

Capital invested by funds: $1.69B → $1.83B (+$145M)

4% more funds holding

Funds holding: 239248 (+9)

1.39% more ownership

Funds ownership: 171.63%173.02% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 84

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
37
Increased
89
Reduced
84
Closed
25
Calls
$225K
Puts
$8K
Net Calls
+$217K
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$319M -$2.68M -83,842 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$142M -$1.61M -50,181 -1%
VBA
3
Van Berkom & Associates
Quebec, Canada
$107M +$1.56M +48,618 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$106M -$437K -13,657 -0.4%
State Street
5
State Street
Massachusetts
$84.1M -$1.42M -44,411 -2%
AC
6
AltraVue Capital
Washington
$69.6M -$393K -12,285 -0.6%
American Century Companies
7
American Century Companies
Missouri
$60.9M +$25.9M +810,369 +80%
PAIM
8
Punch & Associates Investment Management
Minnesota
$60.9M -$1.63M -51,017 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$49.2M +$2.82M +88,083 +6%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$44.1M +$6.38M +199,476 +18%
Ameriprise
11
Ameriprise
Minnesota
$41.5M -$2M -62,372 -5%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$35.5M +$1.48M +46,266 +5%
NTCM
13
Nine Ten Capital Management
Illinois
$33.3M -$21.7M -679,745 -41%
Morgan Stanley
14
Morgan Stanley
New York
$31.5M -$4.16M -130,158 -12%
PCMF
15
Private Capital Management (Florida)
Florida
$31.1M -$9.67M -302,337 -25%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$30M +$28.7M +896,974 New
Invesco
17
Invesco
Georgia
$24.8M +$3.55M +111,008 +18%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$24.8M +$4.17M +130,361 +21%
ACM
19
Ashford Capital Management
Delaware
$22.9M -$1.35M -42,176 -6%
Northern Trust
20
Northern Trust
Illinois
$22.4M -$568K -17,764 -3%
Charles Schwab
21
Charles Schwab
California
$22.1M +$1.18M +36,855 +6%
Boston Partners
22
Boston Partners
Massachusetts
$20.6M -$928K -29,000 -5%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$20.4M -$992 -31 -0%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$16.7M +$277K +8,674 +2%
Goldman Sachs
25
Goldman Sachs
New York
$14.8M -$939K -29,347 -6%