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StoneCo

338 hedge funds and large institutions have $15.8B invested in StoneCo in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 106 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 29

71% more capital invested

Capital invested by funds: $9.23B → $15.8B (+$6.53B)

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

58% more call options, than puts

Call options by funds: $383M | Put options by funds: $243M

30% more funds holding

Funds holding: 260338 (+78)

23% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 86

5.73% more ownership

Funds ownership: 77.25%82.98% (+5.7%)

Holders
338
Holders Change
+78
Holders Change %
+30%
% of All Funds
5.98%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
108
Increased
106
Reduced
86
Closed
29
Calls
$383M
Puts
$243M
Net Calls
+$140M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$395K +$302K +4,504 +2,252%
ACM
227
Adalta Capital Management
New York
$391K -$67K -1,000 -18%
BHA
228
Beech Hill Advisors
New York
$378K
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$377K +$301K +4,500 New
GCP
230
GSA Capital Partners
United Kingdom
$376K +$300K +4,475 New
PPCM
231
Pillar Pacific Capital Management
California
$336K +$268K +4,000 New
WS
232
Wedbush Securities
California
$332K +$265K +3,954 New
PF
233
Phoenix Financial
Israel
$328K -$11.4K -170 -4%
WA
234
Wealth Alliance
New York
$320K -$73.3K -1,094 -22%
CAAS
235
Capital Asset Advisory Services
Michigan
$318K +$254K +3,792 New
WAM
236
World Asset Management
Michigan
$314K +$250K +3,736 New
CG
237
Compass Group
New York
$311K -$4.17M -62,296 -94%
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$301K -$520K -7,756 -67%
BTWM
239
Baker Tilly Wealth Management
Wisconsin
$300K +$240K +3,577 New
IWP
240
Icon Wealth Partners
Texas
$296K +$236K +3,530 New
JSP
241
Jackson Square Partners
California
$278K +$222K +3,318 New
HighTower Advisors
242
HighTower Advisors
Illinois
$265K -$108K -1,615 -34%
Lido Advisors
243
Lido Advisors
California
$262K +$209K +3,126 New
DI
244
DUMAC Inc
North Carolina
$260K +$208K +3,100 New
Parallax Volatility Advisers
245
Parallax Volatility Advisers
California
$259K -$1.29M -19,225 -86%
FFS
246
Founders Financial Securities
Maryland
$254K -$332K -4,958 -62%
LAI
247
Legal Advantage Investments
California
$252K +$201K +3,000 New
MSRPS
248
Maryland State Retirement & Pension System
Maryland
$245K +$219K +3,264 New
TRCT
249
Tower Research Capital (TRC)
New York
$244K +$172K +2,564 +748%
BCV
250
Banque Cantonale Vaudoise
Switzerland
$238K

STNE Hedge Fund Activity: Q4 2020 in Review

338 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q4 2020, worth a combined $15.8B — up 71% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new STNE positions and 29 closed out — a net gain of 79 holders — while 106 added to existing stakes and 86 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $470M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $211M sold.

  • 338 institutional investors held StoneCo (STNE) as of Q4 2020, up from 260 in Q3 2020.
  • Funds reported $15.8B of StoneCo stock for Q4 2020, up 71% quarter-over-quarter.
  • 108 funds opened new StoneCo positions in Q4 2020 and 29 closed out, a net change of +79 holders.
  • The largest StoneCo buyer in Q4 2020 was Wellington Management Group, an estimated $470M added.
  • The largest StoneCo seller in Q4 2020 was Whale Rock Capital Management, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2020.