We are live on ! Find out more
STNE icon

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
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$1.45K +$1.49K +87 New
AWM
277
Abound Wealth Management
Tennessee
$1.33K
EWA
278
EverSource Wealth Advisors
Alabama
$1.29K +$1.42K +83 New
T
279
Tidemark
California
$1.25K
DA
280
Denali Advisors
California
$1.15K +$1.18K +69 New
CPG
281
Cornerstone Planning Group
New Jersey
$1.12K +$1.15K +67 New
AF
282
Allworth Financial
California
$980
GRP
283
Global Retirement Partners
California
$831
VCM
284
Versant Capital Management
Arizona
$814
SIC
285
Salem Investment Counselors
North Carolina
$582 +$600 +35 New
RIL
286
Rothschild Investment LLC
Illinois
$498 +$514 +30 New
RCM
287
Raleigh Capital Management
North Carolina
$415 -$7.41K -432 -95%
HI
288
Harbour Investments
Wisconsin
$365 +$377 +22 New
BL
289
BFSG LLC
California
$333
QC
290
Quent Capital
New York
$249 -$1.51K -88 -85%
MCM
291
Manchester Capital Management
Vermont
$133 +$137 +8 New
SPIA
292
Steward Partners Investment Advisory
New York
$66
ABI
293
Abrams Bison Investments
Maryland
-$25.2M -1,400,000 Closed
Deutsche Bank
294
Deutsche Bank
Germany
-$20.4M -1,128,967 Closed
ACL
295
Azora Capital LP
Florida
-$18.5M -1,023,748 Closed
SCGDR
296
Sharp Capital Gestora de Recursos
Brazil
-$12.2M -675,908 Closed
BAMCO Inc
297
BAMCO Inc
New York
-$11.3M -626,634 Closed
SI
298
Squadra Investments
Brazil
-$11.2M -622,954 Closed
EGI
299
EAM Global Investors
California
-$5.03M -278,922 Closed
Boston Partners
300
Boston Partners
Massachusetts
-$1.89M -234,777 Closed

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.