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StoneCo

254 hedge funds and large institutions have $2.82B invested in StoneCo in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $83.7M | Put options by funds: $36.4M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

34% more capital invested

Capital invested by funds: $2.1B → $2.82B (+$722M)

34% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 41

5% more funds holding

Funds holding: 241254 (+13)

1.69% more ownership

Funds ownership: 77.04%78.73% (+1.7%)

13% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 86

Holders
254
Holders Change
+13
Holders Change %
+5.39%
% of All Funds
3.99%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
55
Increased
75
Reduced
86
Closed
41
Calls
$83.7M
Puts
$36.4M
Net Calls
+$47.3M
Net Calls Change
+$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
226
Creative Financial Designs
Indiana
$6.37K +$6.24K +500 New
PA
227
Parallel Advisors
California
$5.96K +$1.65K +132 +39%
CYG
228
Clean Yield Group
Vermont
$5.22K
EWP
229
Elevation Wealth Partners
California
$5.1K
NA
230
NewEdge Advisors
Louisiana
$5.1K +$811 +65 +19%
SPIA
231
Steward Partners Investment Advisory
New York
$5.07K -$5.81K -466 -54%
LC
232
Lindbrook Capital
California
$4.57K
WTG
233
West Tower Group
Virginia
$3.91K +$3.83K +307 New
TWC
234
TD Waterhouse Canada
Ontario, Canada
$3.82K -$17.4K -1,393 -82%
FCT
235
First Community Trust
Iowa
$3.19K
Bessemer Group
236
Bessemer Group
New Jersey
$3K +$2.56K +205 New
MBFW
237
Morton Brown Family Wealth
Pennsylvania
$2.55K
RMC
238
Resources Management Corp
Connecticut
$2K -$91.1K -7,302 -98%
ODG
239
O'Dell Group
Ohio
$1.91K +$1.87K +150 New
HCP
240
Hexagon Capital Partners
Arkansas
$1.64K +$1.36K +109 +545%
CA
241
Clearstead Advisors
Ohio
$1.53K +$249 +20 +20%
QC
242
Quent Capital
New York
$1.44K
BTI
243
Blue Trust Inc
Georgia
$1K -$4.42K -354 -69%
FFA
244
Farther Finance Advisors
California
$968
GRP
245
Global Retirement Partners
California
$637
VCM
246
Versant Capital Management
Arizona
$624 -$100 -8 -14%
BIA
247
Bell Investment Advisors
California
$536 +$524 +42 New
EWA
248
EverSource Wealth Advisors
Alabama
$535 +$524 +42 New
RA
249
Rise Advisors
New York
$382
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$268 +$262 +21 New

STNE Hedge Fund Activity: Q2 2023 in Review

254 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q2 2023, worth a combined $2.82B — up 34% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new STNE positions and 41 closed out — a net gain of 14 holders — while 75 added to existing stakes and 86 trimmed.

The largest buyer was Nucleo Capital, opening a new position worth an estimated $69.6M. The largest seller was SPX Gestao de Recursos, cutting an estimated $53.6M.

  • 254 institutional investors held StoneCo (STNE) as of Q2 2023, up from 241 in Q1 2023.
  • Funds reported $2.82B of StoneCo stock for Q2 2023, up 34% quarter-over-quarter.
  • 55 funds opened new StoneCo positions in Q2 2023 and 41 closed out, a net change of +14 holders.
  • The largest StoneCo buyer in Q2 2023 was Nucleo Capital, an estimated $69.6M added.
  • The largest StoneCo seller in Q2 2023 was SPX Gestao de Recursos, an estimated $53.6M sold.

Based on aggregated 13F filings for Q2 2023.