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StoneCo

281 hedge funds and large institutions have $3.85B invested in StoneCo in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 95 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

68% more capital invested

Capital invested by funds: $2.29B → $3.85B (+$1.56B)

10% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 86

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more funds holding

Funds holding: 260281 (+21)

0.11% less ownership

Funds ownership: 76.2%76.09% (-0.11%)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

Holders
281
Holders Change
+21
Holders Change %
+8.08%
% of All Funds
4.1%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
60
Increased
95
Reduced
86
Closed
35
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
-$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
151
SG Americas Securities
New York
$702K +$187K +14,258 +58%
QCM
152
Qsemble Capital Management
New York
$700K +$510K +38,819 New
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$678K +$256K +19,452 +107%
ET
154
Entropy Technologies
New York
$674K +$491K +37,368 New
KWM
155
Koa Wealth Management
California
$663K +$483K +36,755 New
SSA
156
Schonfeld Strategic Advisors
New York
$662K +$285K +21,700 +145%
AB
157
Amalgamated Bank
New York
$654K -$37.8K -2,873 -7%
IAA
158
Independent Advisor Alliance
North Carolina
$651K +$475K +36,126 New
DT
159
Diversified Trust
Tennessee
$641K +$15.1K +1,151 +3%
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
$620K +$304K +23,100 +204%
Corient Private Wealth
161
Corient Private Wealth
Florida
$599K +$9.1K +692 +2%
Franklin Resources
162
Franklin Resources
California
$596K -$920 -70 -0.2%
PAG
163
Private Advisor Group
New Jersey
$593K +$17.5K +1,329 +4%
BFM
164
Boothbay Fund Management
New York
$592K +$258K +19,633 +149%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$572K -$98K -7,453 -19%
VF
166
Virtu Financial
New York
$572K +$417K +31,710 New
GCP
167
GSA Capital Partners
United Kingdom
$570K +$218K +16,563 +110%
AIP
168
Ameritas Investment Partners
Nebraska
$530K +$6.26K +476 +2%
SOW
169
State of Wyoming
Wyoming
$524K +$287K +21,805 +299%
JF
170
Jump Financial
Illinois
$520K -$362K -27,545 -49%
AWM
171
Accel Wealth Management
Iowa
$517K +$377K +28,685 New
WDC
172
Woodward Diversified Capital
California
$509K -$39.4K -3,000 -10%
GCM
173
Graham Capital Management
Connecticut
$491K -$476K -36,223 -57%
BPA
174
Beacon Pointe Advisors
California
$484K -$429K -32,658 -55%
RJA
175
Raymond James & Associates
Florida
$459K -$114K -8,642 -25%

STNE Hedge Fund Activity: Q4 2023 in Review

281 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q4 2023, worth a combined $3.85B — up 68% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new STNE positions and 35 closed out — a net gain of 25 holders — while 95 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.3M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $114M sold.

  • 281 institutional investors held StoneCo (STNE) as of Q4 2023, up from 260 in Q3 2023.
  • Funds reported $3.85B of StoneCo stock for Q4 2023, up 68% quarter-over-quarter.
  • 60 funds opened new StoneCo positions in Q4 2023 and 35 closed out, a net change of +25 holders.
  • The largest StoneCo buyer in Q4 2023 was Morgan Stanley, an estimated $49.3M added.
  • The largest StoneCo seller in Q4 2023 was Berkshire Hathaway, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2023.