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258 hedge funds and large institutions have $2.02B invested in StoneX in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $1.83B → $2.02B (+$188M)

4% more funds holding

Funds holding: 248258 (+10)

2.04% more ownership

Funds ownership: 173.02%175.06% (+2%)

2% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 87

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
258
Holders Change
+10
Holders Change %
+4.03%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
89
Reduced
87
Closed
24
Calls
$876K
Puts
Net Calls
+$876K
Net Calls Change
+$659K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$359M +$11.8M +334,402 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$158M +$3.5M +99,004 +2%
VBA
3
Van Berkom & Associates
Quebec, Canada
$114M -$1.75M -49,464 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$113M -$2.15M -60,903 -2%
State Street
5
State Street
Massachusetts
$94M +$2.52M +71,282 +3%
AC
6
AltraVue Capital
Washington
$74.5M -$1.13M -31,905 -2%
American Century Companies
7
American Century Companies
Missouri
$70.5M +$4.19M +118,386 +7%
PAIM
8
Punch & Associates Investment Management
Minnesota
$66.8M +$563K +15,908 +0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$55M +$1.41M +39,980 +3%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$51M +$3.01M +85,068 +6%
Ameriprise
11
Ameriprise
Minnesota
$44M -$1.04M -29,358 -2%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$41.8M +$8.93M +252,441 +28%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$39.9M +$1.29M +36,426 +3%
NTCM
14
Nine Ten Capital Management
Illinois
$38.5M +$2.23M +63,000 +6%
Invesco
15
Invesco
Georgia
$35.7M +$8.43M +238,405 +32%
Morgan Stanley
16
Morgan Stanley
New York
$34.1M -$188K -5,321 -0.6%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$27.2M +$304K +8,599 +1%
HCA
18
Harbor Capital Advisors
Illinois
$25.5M +$14.8M +417,980 +148%
Northern Trust
19
Northern Trust
Illinois
$25M +$650K +18,369 +3%
PCMF
20
Private Capital Management (Florida)
Florida
$24.3M -$9.33M -263,709 -28%
ACM
21
Ashford Capital Management
Delaware
$22.9M -$1.89M -53,426 -8%
Charles Schwab
22
Charles Schwab
California
$22.1M -$1.9M -53,608 -8%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$21.9M -$351K -9,916 -2%
Boston Partners
24
Boston Partners
Massachusetts
$21.4M -$991K -28,015 -5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$16.3M -$1.88M -53,176 -11%

SNEX Hedge Fund Activity: Q3 2024 in Review

258 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in StoneX (SNEX) for Q3 2024, worth a combined $2.02B — up 10% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SNEX positions and 24 closed out — a net gain of 11 holders — while 89 added to existing stakes and 87 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $14.8M. The largest seller was Bares Capital Management, exiting entirely with an estimated $10.7M sold.

  • 258 institutional investors held StoneX (SNEX) as of Q3 2024, up from 248 in Q2 2024.
  • Funds reported $2.02B of StoneX stock for Q3 2024, up 10% quarter-over-quarter.
  • 35 funds opened new StoneX positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest StoneX buyer in Q3 2024 was Harbor Capital Advisors, an estimated $14.8M added.
  • The largest StoneX seller in Q3 2024 was Bares Capital Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2024.