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StoneCo
STNE

Overview Fund Activity

333 hedge funds and large institutions have $11.9B invested in StoneCo in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 146 increasing their positions, 87 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
5.86%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.39%
New
66
Increased
146
Reduced
87
Closed
71
Calls
$130M
Puts
$173M
Net Calls
-$42.7M
Net Calls Change
-$183M

Top Buyers

1
Invesco
1
Invesco
Georgia
$433M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.05B
3
BlackRock
3
BlackRock
New York
$699M
4
UBS Group
4
UBS Group
Switzerland
$92.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$86.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$464M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$655M
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
LSCM
4
Light Street Capital Management
California
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.71B
Name Holding Trade Value Shares
Change 		Shares
Change %
NFC
376
Northeast Financial Consultants
Connecticut
– -$203K -2,420 Closed
OIA
377
OneDigital Investment Advisors
Kansas
– -$203K -2,420 Closed
CB
378
Commerce Bank
Missouri
– -$201K -2,399 Closed
NWA
379
Navis Wealth Advisors
New York
– -$143K -1,700 Closed
T2I
380
Turim 21 Investimentos
Brazil
– -$92K -1,100 Closed
DWM
381
Defined Wealth Management
Oregon
– -$60K -720 Closed
FTDI
382
First Trust Direct Indexing
Massachusetts
– -$59K -698 Closed
PWM
383
Perigon Wealth Management
California
– -$34K -409 Closed
FCH
384
Freestone Capital Holdings
Washington
– -$25.2K -300 Closed
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
– -$17K -200 Closed
RE
386
RBC Europe
United Kingdom
– -$10.9K -130 Closed
FPS
387
Fieldpoint Private Securities
Connecticut
– -$11K -128 Closed
CCA
388
Childress Capital Advisors
Texas
– -$11K -128 Closed
PI
389
PineBridge Investments
New York
– -$6K -75 Closed
Lazard Asset Management
390
Lazard Asset Management
New York
– -$6K -72 Closed
Toronto Dominion Bank
391
Toronto Dominion Bank
Ontario, Canada
– -$5K -62 Closed
CFGS
392
Concourse Financial Group Securities
Alabama
– -$5K -59 Closed
RPWA
393
Regent Peak Wealth Advisors
Georgia
– -$4K -50 Closed
Loomis, Sayles & Company
394
Loomis, Sayles & Company
Massachusetts
– -$4K -44 Closed
ETC
395
Exchange Traded Concepts
Oklahoma
– -$3K -30 Closed
JCM
396
Jacobi Capital Management
Pennsylvania
– -$2K -23 Closed
WFA
397
West Financial Advisors
Iowa
– -$1K -13 Closed
PWPS
398
Pinnacle Wealth Planning Services
Ohio
– -$1K -11 Closed
VCG
399
Vantage Consulting Group
Virginia
– -$1K -8 Closed
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