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StoneCo

195 hedge funds and large institutions have $5B invested in StoneCo in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 28

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

17% more funds holding

Funds holding: 166195 (+29)

16% more capital invested

Capital invested by funds: $4.3B → $5B (+$701M)

4% more call options, than puts

Call options by funds: $67.9M | Put options by funds: $65.3M

0% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 60

15.19% less ownership

Funds ownership: 85.21%70.03% (-15%)

Holders
195
Holders Change
+29
Holders Change %
+17.47%
% of All Funds
3.84%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
59
Increased
60
Reduced
60
Closed
28
Calls
$67.9M
Puts
$65.3M
Net Calls
+$2.6M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
176
Optimum Investment Advisors
Illinois
$20K
Parallax Volatility Advisers
177
Parallax Volatility Advisers
California
$19K +$7.17K +196 +68%
BAM
178
Bullseye Asset Management
Colorado
$19K +$17.5K +478 New
SMFS
179
Squar Milner Financial Services
California
$18K +$16.8K +458 New
TPWA
180
TRUE Private Wealth Advisors
Oregon
$15K +$14.3K +390 New
SIAS
181
Shine Investment Advisory Services
Colorado
$12K
S
182
SignatureFD
Georgia
$12K
ST
183
Smithfield Trust
Pennsylvania
$8K
CCM
184
Cribstone Capital Management
Maine
$8K +$329 +9 +5%
MF
185
Manchester Financial
California
$8K +$6.91K +189 New
AWA
186
Arkadios Wealth Advisors
Georgia
$5.8K +$5.05K +138 New
TAIM
187
TD Ameritrade Investment Management
Nebraska
$5K +$1.83K +50 +60%
ASN
188
Advisory Services Network
Georgia
$4K -$256 -7 -6%
AS
189
Altshuler Shaham
Israel
$3K +$2.49K +68 +425%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$2K
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.68K +46 New
AIM
192
Anchor Investment Management
South Carolina
$1.83K +$1.68K +46 New
APA
193
American Portfolios Advisors
New York
$1.79K -$3.48K -95 -68%
NL
194
NVWM LLC
Pennsylvania
$1K +$549 +15 New
CC
195
Carrhae Capital
United Kingdom
-$17.1M -491,264 Closed
IUHSA
196
Itau Unibanco Holding S.A.
Brazil
-$16.3M -469,405 Closed
JGGDR
197
JGP Global Gestao de Recursos
Brazil
-$16.1M -464,360 Closed
PP
198
PDT Partners
New York
-$9.42M -270,868 Closed
New York State Common Retirement Fund
199
New York State Common Retirement Fund
New York
-$8.27M -237,874 Closed
DnB Asset Management
200
DnB Asset Management
Norway
-$7.57M -217,698 Closed

STNE Hedge Fund Activity: Q4 2019 in Review

195 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q4 2019, worth a combined $5B — up 16% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new STNE positions and 28 closed out — a net gain of 31 holders — while 60 added to existing stakes and 60 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $111M. The largest seller was T. Rowe Price Associates, cutting an estimated $136M.

  • 195 institutional investors held StoneCo (STNE) as of Q4 2019, up from 166 in Q3 2019.
  • Funds reported $5B of StoneCo stock for Q4 2019, up 16% quarter-over-quarter.
  • 59 funds opened new StoneCo positions in Q4 2019 and 28 closed out, a net change of +31 holders.
  • The largest StoneCo buyer in Q4 2019 was Capital Research Global Investors, an estimated $111M added.
  • The largest StoneCo seller in Q4 2019 was T. Rowe Price Associates, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2019.