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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
RE
301
RBC Europe
United Kingdom
$10.9K
NFG
302
Next Financial Group
Texas
$10K -$28.8K -430 -78%
TAIM
303
TD Ameritrade Investment Management
Nebraska
$10K -$1.21K -18 -13%
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$10K +$938 +14 +14%
HNB
305
Huntington National Bank
Ohio
$10K +$8.37K +125 New
APA
306
American Portfolios Advisors
New York
$9.15K
SBL
307
Sargent Bickham Lagudis
Colorado
$9K +$6.7K +100 +1,111%
BFC
308
Bedel Financial Consulting
Indiana
$8K
CA
309
Clearstead Advisors
Ohio
$8K
PI
310
PineBridge Investments
New York
$6K -$536 -8 -10%
Lazard Asset Management
311
Lazard Asset Management
New York
$6K
CFGS
312
Concourse Financial Group Securities
Alabama
$5K +$3.95K +59 New
Toronto Dominion Bank
313
Toronto Dominion Bank
Ontario, Canada
$5K +$4.15K +62 New
WOC
314
West Oak Capital
California
$4K
Loomis, Sayles & Company
315
Loomis, Sayles & Company
Massachusetts
$4K +$2.95K +44 New
GWS
316
Glassman Wealth Services
Virginia
$4K +$3.08K +46 New
RPWA
317
Regent Peak Wealth Advisors
Georgia
$4K +$3.35K +50 New
AIM
318
Anchor Investment Management
South Carolina
$3.86K
MAM
319
Meeder Asset Management
Ohio
$3K -$379K -5,654 -99%
ETC
320
Exchange Traded Concepts
Oklahoma
$3K -$4.82K -72 -71%
CFD
321
Creative Financial Designs
Indiana
$3K
ASN
322
Advisory Services Network
Georgia
$2K -$1.47K -22 -52%
HI
323
Hudock Inc
Pennsylvania
$2K
JCM
324
Jacobi Capital Management
Pennsylvania
$2K
QCG
325
Quadrant Capital Group
Ohio
$2K +$201 +3 +20%

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.