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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
Mackenzie Financial
151
Mackenzie Financial
Ontario, Canada
$1.69M +$180K +2,692 +15%
Federated Hermes
152
Federated Hermes
Pennsylvania
$1.67M +$76.8K +1,146 +6%
KFA
153
Krane Funds Advisors
New York
$1.65M +$1.31M +19,603 New
CH
154
Canton Hathaway
Rhode Island
$1.61M
Charles Schwab
155
Charles Schwab
California
$1.58M +$174K +2,592 +16%
Arrowstreet Capital
156
Arrowstreet Capital
Massachusetts
$1.55M +$1.24M +18,500 New
RJFSA
157
Raymond James Financial Services Advisors
Florida
$1.41M -$25.5K -381 -2%
Osaic Holdings
158
Osaic Holdings
Arizona
$1.38M -$95.7K -1,429 -8%
PA
159
Paragon Advisors
Texas
$1.37M -$153K -2,288 -12%
LWPC
160
Legacy Wealth Partners (California)
California
$1.33M -$133K -1,982 -11%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$1.29M +$98.4K +1,469 +11%
Stifel Financial
162
Stifel Financial
Missouri
$1.28M -$93.1K -1,390 -8%
BS
163
Banco Santander
Spain
$1.28M +$1.02M +15,268 New
CAM
164
Connacht Asset Management
New York
$1.27M +$1.02M +15,189 New
OAM
165
Oppenheimer Asset Management
New York
$1.21M -$212K -3,167 -18%
EMFAT
166
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.2M +$961K +14,350 New
NCM
167
Northside Capital Management
Oregon
$1.16M
FAM
168
Fred Alger Management
New York
$1.12M -$483K -7,206 -35%
Creative Planning
169
Creative Planning
Kansas
$1.06M +$66.1K +987 +9%
BL
170
BFSG LLC
California
$1.03M +$821K +12,254 New
DCM
171
Driehaus Capital Management
Illinois
$1.03M +$819K +12,223 New
FA
172
FDx Advisors
Illinois
$1.01M +$27.9K +417 +4%
AIS
173
AM Investment Strategies
Tennessee
$1.01M +$804K +12,000 New
Wolverine Trading
174
Wolverine Trading
Illinois
$995K +$801K +11,957 New
IP
175
Intellectus Partners
California
$992K -$307K -4,585 -28%

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.