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StoneCo

253 hedge funds and large institutions have $1.79B invested in StoneCo in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 83 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 515 (+10)

183% more call options, than puts

Call options by funds: $65.1M | Put options by funds: $23M

24% more capital invested

Capital invested by funds: $1.45B → $1.79B (+$345M)

0.77% more ownership

Funds ownership: 66.19%66.96% (+0.77%)

2% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 83

4% less funds holding

Funds holding: 264253 (-11)

20% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 51

Holders
253
Holders Change
-11
Holders Change %
-4.17%
% of All Funds
4.36%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
41
Increased
81
Reduced
83
Closed
51
Calls
$65.1M
Puts
$23M
Net Calls
+$42.1M
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$22.1M -$3.63M -379,498 -14%
Two Sigma Investments
27
Two Sigma Investments
New York
$20.6M +$384K +40,142 +2%
IGM
28
Incline Global Management
New York
$20.5M +$7.78M +812,700 +61%
Goldman Sachs
29
Goldman Sachs
New York
$19.3M -$2.95M -307,759 -13%
Northern Trust
30
Northern Trust
Illinois
$18.5M -$231K -24,143 -1%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$15.9M +$16M +1,671,768 New
BU
32
Builders Union
United Kingdom
$15.5M +$15.6M +1,625,100 New
Renaissance Technologies
33
Renaissance Technologies
New York
$14.6M +$14.7M +1,535,540 New
UBS Group
34
UBS Group
Switzerland
$14.6M -$1.07M -111,712 -7%
Baillie Gifford & Co
35
Baillie Gifford & Co
United Kingdom
$13.8M +$334K +34,884 +2%
Vanguard Group
36
Vanguard Group
Pennsylvania
$13.3M -$4.32M -450,674 -24%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$12.2M -$24.3M -2,535,235 -66%
Temasek Holdings
38
Temasek Holdings
Singapore
$11.8M
Blackstone Inc
39
Blackstone Inc
New York
$10.5M -$14.8M -1,543,409 -58%
CSS
40
Cubist Systematic Strategies
Connecticut
$10.2M +$674K +70,436 +7%
FG
41
Formula Growth
Quebec, Canada
$10.1M -$634K -66,200 -6%
Capital Research Global Investors
42
Capital Research Global Investors
California
$9.76M -$68M -7,104,920 -87%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.53M +$7.25M +756,599 +311%
Charles Schwab
44
Charles Schwab
California
$9.01M +$942K +98,366 +12%
JGGDR
45
JGP Global Gestao de Recursos
Brazil
$8.94M
Citadel Advisors
46
Citadel Advisors
Florida
$8.85M -$23.2M -2,418,965 -72%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$8.68M -$11.6M -1,210,328 -57%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$8.17M +$272K +28,443 +3%
MNG
49
Manning & Napier Group
New York
$7.5M +$95.8K +10,000 +1%
Group One Trading
50
Group One Trading
Illinois
$7.24M -$1.56M -163,058 -18%

STNE Hedge Fund Activity: Q3 2022 in Review

253 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q3 2022, worth a combined $1.79B — up 24% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of STNE and 41 opened new positions — a net loss of 10 holders — while 83 trimmed existing stakes and 81 added.

The largest buyer was Atmos Capital Gestao de Recursos, opening a new position worth an estimated $48.6M. The largest seller was Capital Research Global Investors, cutting an estimated $68M.

  • 253 institutional investors held StoneCo (STNE) as of Q3 2022, down from 264 in Q2 2022.
  • Funds reported $1.79B of StoneCo stock for Q3 2022, up 24% quarter-over-quarter.
  • 41 funds opened new StoneCo positions in Q3 2022 and 51 closed out, a net change of -10 holders.
  • The largest StoneCo buyer in Q3 2022 was Atmos Capital Gestao de Recursos, an estimated $48.6M added.
  • The largest StoneCo seller in Q3 2022 was Capital Research Global Investors, an estimated $68M sold.

Based on aggregated 13F filings for Q3 2022.