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StoneCo

292 hedge funds and large institutions have $3.3B invested in StoneCo in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 99 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 44

4% more funds holding

Funds holding: 281292 (+11)

7% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 99

3% more call options, than puts

Call options by funds: $72.2M | Put options by funds: $70.1M

7.59% less ownership

Funds ownership: 76.09%68.5% (-7.6%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

14% less capital invested

Capital invested by funds: $3.85B → $3.3B (-$550M)

Holders
292
Holders Change
+11
Holders Change %
+3.91%
% of All Funds
4.21%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
56
Increased
106
Reduced
99
Closed
44
Calls
$72.2M
Puts
$70.1M
Net Calls
+$2.13M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
251
Lindbrook Capital
California
$16.3K
FGAM
252
Financial Gravity Asset Management
Texas
$14.8K +$12.6K +735 +462%
HT
253
Headlands Technologies
Illinois
$14.7K -$38.1K -2,220 -71%
EC
254
EntryPoint Capital
New York
$14.1K -$2.64K -154 -15%
QL
255
Quarry LP
New York
$11.8K +$7.73K +451 +174%
RA
256
Rise Advisors
New York
$11.8K +$11.6K +679 +2,263%
PA
257
Parallel Advisors
California
$10.2K
GWP
258
Gen-Wealth Partners
Michigan
$9.78K +$10.1K +589 New
RDFA
259
Ritter Daniher Financial Advisory
Ohio
$9.14K
BAM
260
Byrne Asset Management
New Jersey
$8.64K +$8.92K +520 New
FFA
261
Farther Finance Advisors
California
$8.44K +$257 +15 +3%
CYG
262
Clean Yield Group
Vermont
$6.81K
PWMG
263
Private Wealth Management Group
New Jersey
$5.65K
AWM
264
Avior Wealth Management
Nebraska
$5.33K +$1.08K +63 +24%
GI
265
GAMMA Investing
California
$4.92K +$412 +24 +9%
SWM
266
Spire Wealth Management
Virginia
$4.57K +$4.2K +245 +817%
FCT
267
First Community Trust
Iowa
$4.15K
CMBA
268
C.M. Bidwell & Associates
Hawaii
$3.75K
TSWM
269
Tyler-Stone Wealth Management
Ohio
$3.32K +$3.43K +200 New
RMC
270
Resources Management Corp
Connecticut
$3K
CA
271
Clearstead Advisors
Ohio
$3K
BTI
272
Blue Trust Inc
Georgia
$2.29K -$3.4K -198 -59%
HNB
273
Huntington National Bank
Ohio
$1.91K +$926 +54 +89%
CA
274
Continuum Advisory
Idaho
$1.75K +$1.8K +105 New
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$1.5K +$1.54K +90 New

STNE Hedge Fund Activity: Q1 2024 in Review

292 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q1 2024, worth a combined $3.3B — down 14% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new STNE positions and 44 closed out — a net gain of 12 holders — while 106 added to existing stakes and 99 trimmed.

The largest buyer was Nuveen, adding an estimated $51M. The largest seller was Nikko Asset Management Americas, cutting an estimated $58.8M.

  • 292 institutional investors held StoneCo (STNE) as of Q1 2024, up from 281 in Q4 2023.
  • Funds reported $3.3B of StoneCo stock for Q1 2024, down 14% quarter-over-quarter.
  • 56 funds opened new StoneCo positions in Q1 2024 and 44 closed out, a net change of +12 holders.
  • The largest StoneCo buyer in Q1 2024 was Nuveen, an estimated $51M added.
  • The largest StoneCo seller in Q1 2024 was Nikko Asset Management Americas, an estimated $58.8M sold.

Based on aggregated 13F filings for Q1 2024.