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StoneCo

283 hedge funds and large institutions have $2.36B invested in StoneCo in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 97 increasing their positions, 99 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

24% more call options, than puts

Call options by funds: $109M | Put options by funds: $87.7M

0.75% less ownership

Funds ownership: 68.5%67.75% (-0.75%)

2% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 99

3% less funds holding

Funds holding: 292283 (-9)

10% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 58

28% less capital invested

Capital invested by funds: $3.3B → $2.36B (-$938M)

Holders
283
Holders Change
-9
Holders Change %
-3.08%
% of All Funds
4.09%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
52
Increased
97
Reduced
99
Closed
58
Calls
$109M
Puts
$87.7M
Net Calls
+$21.1M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
251
GAMMA Investing
California
$6.2K +$3.26K +221 +75%
CYG
252
Clean Yield Group
Vermont
$4.92K
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$4.42K -$23.6K -1,600 -83%
SWM
254
Spire Wealth Management
Virginia
$4.14K +$1.03K +70 +25%
PWMG
255
Private Wealth Management Group
New Jersey
$4.08K
SAM
256
Smartleaf Asset Management
Massachusetts
$3.74K +$4.57K +310 New
HNB
257
Huntington National Bank
Ohio
$3.25K +$2.3K +156 +136%
AWM
258
Avior Wealth Management
Nebraska
$3.18K -$826 -56 -17%
FCT
259
First Community Trust
Iowa
$3K
QL
260
Quarry LP
New York
$2.79K -$7.03K -477 -67%
CFB
261
Cullen/Frost Bankers
Texas
$2.61K +$3.21K +218 New
TSWM
262
Tyler-Stone Wealth Management
Ohio
$2.4K
HCP
263
Hexagon Capital Partners
Arkansas
$2.04K +$2.51K +170 New
RMC
264
Resources Management Corp
Connecticut
$2K
EWA
265
EverSource Wealth Advisors
Alabama
$1.85K +$855 +58 +70%
CA
266
Continuum Advisory
Idaho
$1.26K
AWM
267
Abound Wealth Management
Tennessee
$960
RIL
268
Rothschild Investment LLC
Illinois
$959 +$737 +50 +167%
T
269
Tidemark
California
$899
AF
270
Allworth Financial
California
$765
GRP
271
Global Retirement Partners
California
$671 +$88 +6 +12%
MG
272
Mather Group
Illinois
$664 +$590 +40 New
VCM
273
Versant Capital Management
Arizona
$588
AFWM
274
Abich Financial Wealth Management
Virginia
$540 +$664 +45 New
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$504 -$664 -45 -52%

STNE Hedge Fund Activity: Q2 2024 in Review

283 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q2 2024, worth a combined $2.36B — down 28% from $3.3B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of STNE and 52 opened new positions — a net loss of 6 holders — while 99 trimmed existing stakes and 97 added.

The largest buyer was Squadra Investments, opening a new position worth an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $94.3M.

  • 283 institutional investors held StoneCo (STNE) as of Q2 2024, down from 292 in Q1 2024.
  • Funds reported $2.36B of StoneCo stock for Q2 2024, down 28% quarter-over-quarter.
  • 52 funds opened new StoneCo positions in Q2 2024 and 58 closed out, a net change of -6 holders.
  • The largest StoneCo buyer in Q2 2024 was Squadra Investments, an estimated $126M added.
  • The largest StoneCo seller in Q2 2024 was Fidelity Investments, an estimated $94.3M sold.

Based on aggregated 13F filings for Q2 2024.