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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
SFP
126
Shepherd Financial Partners
Massachusetts
$2.88M +$20.9K +312 +0.9%
Squarepoint
127
Squarepoint
New York
$2.73M +$2.18M +32,496 New
AI
128
Aperture Investors
New York
$2.71M +$2.16M +32,267 New
LPL Financial
129
LPL Financial
California
$2.52M +$416K +6,208 +26%
TG
130
TCW Group
California
$2.51M +$2M +29,875 New
NEI
131
Northwest & Ethical Investments
Ontario, Canada
$2.48M -$2.68M -39,945 -57%
TCM
132
Tandem Capital Management
New Jersey
$2.41M -$3.35K -50 -0.2%
NVCHI
133
New Vernon Capital Holdings II
New Jersey
$2.36M +$1.88M +28,114 New
US Bancorp
134
US Bancorp
Minnesota
$2.35M +$733K +10,950 +64%
BRWA
135
B. Riley Wealth Advisors
Florida
$2.33M +$480K +7,167 +35%
AC
136
Amitell Capital
Singapore
$2.31M +$1.84M +27,538 New
QT
137
Quantbot Technologies
New York
$2.25M +$1.79M +26,769 New
Victory Capital Management
138
Victory Capital Management
Texas
$2.23M +$1.78M +26,635 New
Dimensional Fund Advisors
139
Dimensional Fund Advisors
Texas
$2.1M +$126K +1,888 +8%
KPWS
140
Kestra Private Wealth Services
Texas
$2.04M +$31.8K +475 +2%
PCM
141
Prelude Capital Management
New York
$2.03M +$1.62M +24,201 New
CSS
142
Cubist Systematic Strategies
Connecticut
$1.99M +$1.46M +21,839 +1,201%
SFI
143
Susquehanna Fundamental Investments
Pennsylvania
$1.9M +$24.1K +360 +2%
AA
144
ALPS Advisors
Colorado
$1.88M -$32.6K -486 -2%
PM
145
Parametrica Management
Hong Kong
$1.8M +$1.44M +21,491 New
PP
146
Paloma Partners
Connecticut
$1.8M +$1.43M +21,412 New
X
147
Xponance
Pennsylvania
$1.76M +$165K +2,466 +13%
MWNA
148
Marshall Wace North America
New York
$1.74M -$10.1K -151 -0.7%
SWP
149
Stratos Wealth Partners
Ohio
$1.7M +$154K +2,300 +13%
CPC
150
Cookson Peirce & Co
Pennsylvania
$1.69M +$1.35M +20,157 New

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.