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StoneCo

281 hedge funds and large institutions have $3.85B invested in StoneCo in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 95 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

68% more capital invested

Capital invested by funds: $2.29B → $3.85B (+$1.56B)

10% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 86

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more funds holding

Funds holding: 260281 (+21)

0.11% less ownership

Funds ownership: 76.2%76.09% (-0.11%)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

Holders
281
Holders Change
+21
Holders Change %
+8.08%
% of All Funds
4.1%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
60
Increased
95
Reduced
86
Closed
35
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
-$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$121K -$67K -5,099 -43%
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K
LSA
228
Leonteq Securities AG
Switzerland
$91.5K -$485K -36,903 -88%
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$79.4K
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$71.2K -$10.5K -796 -17%
GWM
231
Geneos Wealth Management
Colorado
$65.4K -$104K -7,900 -69%
Asset Management One
232
Asset Management One
Japan
$64K -$18.7K -1,423 -29%
HT
233
Headlands Technologies
Illinois
$56K +$40.8K +3,105 New
YDMI
234
Y.D. More Investments
Israel
$51.2K -$250 -19 -0.6%
HIIFS
235
Harel Insurance Investments & Financial Services
Israel
$45K
Nomura Asset Management
236
Nomura Asset Management
Japan
$43.3K
NFSG
237
Newbridge Financial Services Group
Florida
$36.1K -$6.57K -500 -20%
TC
238
Tacita Capital
Ontario, Canada
$27K
BCV
239
Banque Cantonale Vaudoise
Switzerland
$27K
UFF
240
USA Financial Formulas
Michigan
$26.4K +$19.3K +1,466 New
MSWM
241
McGlone Suttner Wealth Management
Wisconsin
$25.8K +$18.8K +1,431 New
BFEC
242
Benjamin F. Edwards & Company
Missouri
$25K +$2.55K +194 +16%
QCG
243
Quadrant Capital Group
Ohio
$22.8K +$2.64K +201 +19%
T2I
244
Turim 21 Investimentos
Brazil
$19.8K
EC
245
EntryPoint Capital
New York
$18.1K +$13.2K +1,002 New
PS
246
Principal Securities
Iowa
$18K +$13.1K +1,000 New
LC
247
Lindbrook Capital
California
$17.7K +$7.26K +552 +128%
PA
248
Parallel Advisors
California
$11.1K -$1.88K -143 -19%
RDFA
249
Ritter Daniher Financial Advisory
Ohio
$9.92K +$7.23K +550 New
FFA
250
Farther Finance Advisors
California
$9.05K +$5.6K +426 +561%

STNE Hedge Fund Activity: Q4 2023 in Review

281 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q4 2023, worth a combined $3.85B — up 68% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new STNE positions and 35 closed out — a net gain of 25 holders — while 95 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.3M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $114M sold.

  • 281 institutional investors held StoneCo (STNE) as of Q4 2023, up from 260 in Q3 2023.
  • Funds reported $3.85B of StoneCo stock for Q4 2023, up 68% quarter-over-quarter.
  • 60 funds opened new StoneCo positions in Q4 2023 and 35 closed out, a net change of +25 holders.
  • The largest StoneCo buyer in Q4 2023 was Morgan Stanley, an estimated $49.3M added.
  • The largest StoneCo seller in Q4 2023 was Berkshire Hathaway, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2023.