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StoneCo

292 hedge funds and large institutions have $3.3B invested in StoneCo in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 99 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 44

4% more funds holding

Funds holding: 281292 (+11)

7% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 99

3% more call options, than puts

Call options by funds: $72.2M | Put options by funds: $70.1M

7.59% less ownership

Funds ownership: 76.09%68.5% (-7.6%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

14% less capital invested

Capital invested by funds: $3.85B → $3.3B (-$550M)

Holders
292
Holders Change
+11
Holders Change %
+3.91%
% of All Funds
4.21%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
56
Increased
106
Reduced
99
Closed
44
Calls
$72.2M
Puts
$70.1M
Net Calls
+$2.13M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
151
Tandem Capital Management
New Jersey
$866K -$11.3K -660 -1%
SEI Investments
152
SEI Investments
Pennsylvania
$861K -$6.75M -393,416 -88%
SWM
153
Shelton Wealth Management
Texas
$857K +$885K +51,600 New
KWM
154
Koa Wealth Management
California
$855K +$252K +14,722 +40%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$822K +$204K +11,873 +32%
IP
156
Intellectus Partners
California
$808K -$103K -6,025 -11%
PCMH
157
Polymer Capital Management (HK)
Hong Kong
$782K +$808K +47,100 New
PFS
158
Prospera Financial Services
Texas
$782K -$93.7K -5,467 -10%
State Board of Administration of Florida Retirement System
159
State Board of Administration of Florida Retirement System
Florida
$773K -$96.1K -5,606 -6%
NA
160
NewEdge Advisors
Louisiana
$757K +$781K +45,570 New
PI
161
PEAK6 Investments
Illinois
$754K -$507K -29,542 -39%
YIH
162
Y-Intercept (HK)
Hong Kong
$678K +$700K +40,844 New
Wolverine Trading
163
Wolverine Trading
Illinois
$672K -$58.5K -3,413 -8%
BPA
164
Beacon Pointe Advisors
California
$668K +$229K +13,343 +50%
PAG
165
Private Advisor Group
New Jersey
$657K +$115K +6,692 +20%
JF
166
Jump Financial
Illinois
$643K +$170K +9,904 +34%
AGDI
167
Absolute Gestao de Investimentos
Brazil
$641K +$662K +38,600 New
DT
168
Diversified Trust
Tennessee
$634K +$44.7K +2,608 +7%
EGM
169
Engineers Gate Manager
New York
$623K -$1.53M -89,511 -70%
CIP
170
Convergence Investment Partners
Florida
$602K +$296K +17,259 +91%
Corient Private Wealth
171
Corient Private Wealth
Florida
$579K +$27.8K +1,619 +5%
AWM
172
Accel Wealth Management
Iowa
$557K +$83.2K +4,850 +17%
Mariner
173
Mariner
Kansas
$556K -$287K -16,726 -33%
GC
174
Globeflex Capital
California
$553K +$446K +25,995 +356%
IAA
175
Independent Advisor Alliance
North Carolina
$517K -$85.3K -4,972 -14%

STNE Hedge Fund Activity: Q1 2024 in Review

292 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q1 2024, worth a combined $3.3B — down 14% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new STNE positions and 44 closed out — a net gain of 12 holders — while 106 added to existing stakes and 99 trimmed.

The largest buyer was Nuveen, adding an estimated $51M. The largest seller was Nikko Asset Management Americas, cutting an estimated $58.8M.

  • 292 institutional investors held StoneCo (STNE) as of Q1 2024, up from 281 in Q4 2023.
  • Funds reported $3.3B of StoneCo stock for Q1 2024, down 14% quarter-over-quarter.
  • 56 funds opened new StoneCo positions in Q1 2024 and 44 closed out, a net change of +12 holders.
  • The largest StoneCo buyer in Q1 2024 was Nuveen, an estimated $51M added.
  • The largest StoneCo seller in Q1 2024 was Nikko Asset Management Americas, an estimated $58.8M sold.

Based on aggregated 13F filings for Q1 2024.