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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
RA
276
Rise Advisors
New York
$541
SWM
277
Spire Wealth Management
Virginia
$511 +$394 +30 New
TWP
278
TFO Wealth Partners
Ohio
$361
BL
279
BFSG LLC
California
$361 +$263 +20 New
AAP
280
Arax Advisory Partners
Colorado
$145 +$105 +8 New
SPIA
281
Steward Partners Investment Advisory
New York
$72
Berkshire Hathaway
282
Berkshire Hathaway
Nebraska
-$114M -10,695,448 Closed
JGGDR
283
JGP Global Gestao de Recursos
Brazil
-$16.6M -1,556,011 Closed
SC
284
Sessa Capital
New York
-$14.8M -1,387,214 Closed
Capital Research Global Investors
285
Capital Research Global Investors
California
-$10.9M -1,023,331 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
286
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.22M -582,579 Closed
TI
287
Trexquant Investment
Connecticut
-$2.89M -271,295 Closed
Balyasny Asset Management
288
Balyasny Asset Management
Illinois
-$1.7M -158,915 Closed
IMC Chicago
289
IMC Chicago
Illinois
-$1.2M -91,488 Closed
CC
290
Centiva Capital
New York
-$721K -67,559 Closed
Victory Capital Management
291
Victory Capital Management
Texas
-$562K -52,707 Closed
GI
292
GAMCO Investors
Connecticut
-$427K -40,000 Closed
FRM
293
Fox Run Management
Connecticut
-$330K -30,963 Closed
TCM
294
Triumph Capital Management
Colorado
-$246K -23,057 Closed
PWM
295
Prosperity Wealth Management
California
-$215K -20,175 Closed
NRD
296
Nebula Research & Development
New York
-$214K -20,024 Closed
CCP
297
Clough Capital Partners
Massachusetts
-$202K -18,948 Closed
I
298
InceptionR
California
-$186K -17,476 Closed
LFPWM
299
Leicht Financial Planning & Wealth Management
New Jersey
-$160K -15,000 Closed
JFG
300
Jefferies Financial Group
New York
-$135K -12,631 Closed

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.