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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
IA
276
IFP Advisors
Florida
$59K +$17.3K +259 +76%
FTDI
277
First Trust Direct Indexing
Massachusetts
$59K +$46.8K +698 New
CG
278
Cutler Group
California
$50K -$121K -1,810 -75%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
279
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$47K +$37.2K +555 New
LSA
280
Leonteq Securities AG
Switzerland
$40.6K +$32.4K +484 New
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$38K +$30.1K +450 New
SQA
282
Simon Quick Advisors
New Jersey
$38K +$30.1K +450 New
IAIM
283
International Assets Investment Management
Florida
$38K +$30.3K +452 New
PWM
284
Perigon Wealth Management
California
$34K +$27.4K +409 New
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$32K
BCA
286
Berman Capital Advisors
Georgia
$29K +$23.2K +347 New
EIP
287
Ellis Investment Partners
Pennsylvania
$29K +$23.3K +348 New
FCH
288
Freestone Capital Holdings
Washington
$25.2K
GRP
289
Global Retirement Partners
California
$23K
FF
290
FourThought Financial
Florida
$23K +$18.4K +275 New
PAM
291
Panagora Asset Management
Massachusetts
$19K -$14.4K -215 -49%
AP
292
Arlington Partners
Alabama
$19K +$15.5K +232 New
JP Morgan Chase
293
JP Morgan Chase
New York
$18K -$7.74M -115,607 -100%
AS
294
Altshuler Shaham
Israel
$18K +$14.5K +217 New
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$17K
AF
296
Advisornet Financial
Minnesota
$17K +$6.7K +100 +100%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$15K +$5.29K +79 +77%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$11K +$2.88K +43 +54%
CCA
299
Childress Capital Advisors
Texas
$11K +$8.57K +128 New
FPS
300
Fieldpoint Private Securities
Connecticut
$11K +$8.57K +128 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.