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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
SI
251
Stephens Inc
Arkansas
$223K +$178K +2,659 New
SM
252
Sciencast Management
New Jersey
$219K -$305K -4,554 -62%
QC
253
QCM Cayman
Texas
$219K +$175K +2,614 New
NFC
254
Northeast Financial Consultants
Connecticut
$203K +$162K +2,420 New
OIA
255
OneDigital Investment Advisors
Kansas
$203K +$162K +2,420 New
AC
256
Athanor Capital
New York
$203K +$162K +2,422 New
CB
257
Commerce Bank
Missouri
$201K +$161K +2,399 New
SFS
258
Sowell Financial Services
Arkansas
$197K
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$157K +$118K +1,759 +1,614%
PA
260
Parallel Advisors
California
$147K +$67 +1 +0.1%
NWA
261
Navis Wealth Advisors
New York
$143K +$114K +1,700 New
AAM
262
Advisors Asset Management
Colorado
$139K +$111K +1,652 New
LOIM
263
Liberty One Investment Management
Illinois
$137K -$27.9K -416 -20%
CL
264
COWA LLC
Oklahoma
$125K +$105K +1,561 New
HFM
265
Harvest Fund Management
China
$124K +$37.9K +566 +62%
DAM
266
Delta Asset Management
Tennessee
$119K
HIA
267
Harbor Investment Advisory
Maryland
$117K +$33K +492 +54%
GI
268
GS Investments
Minnesota
$101K
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.6K +$40.2K +600 +119%
T2I
270
Turim 21 Investimentos
Brazil
$92K +$73.7K +1,100 New
Asset Management One
271
Asset Management One
Japan
$81K -$14.3K -213 -18%
Bank Julius Baer & Co
272
Bank Julius Baer & Co
Switzerland
$76K +$60.7K +906 New
FWM
273
Focused Wealth Management
New York
$67K
VFA
274
Valeo Financial Advisors
Indiana
$63K +$48.1K +718 +2,244%
DWM
275
Defined Wealth Management
Oregon
$60K +$48.2K +720 New

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.