We are live on ! Find out more
STNE icon

StoneCo
STNE

202 hedge funds and large institutions have $2.87B invested in StoneCo in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 59

22% more call options, than puts

Call options by funds: $57.7M | Put options by funds: $47.4M

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

3.84% more ownership

Funds ownership: 70.03% → 73.87% (+3.8%)

4% more funds holding

Funds holding: 195 → 202 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

43% less capital invested

Capital invested by funds: $5B → $2.87B (-$2.13B)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
4.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
58
Increased
72
Reduced
59
Closed
49
Calls
$57.7M
Puts
$47.4M
Net Calls
+$10.3M
Net Calls Change
+$7.75M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$220M
2
Artisan Partners
Artisan Partners
Wisconsin
+$113M
3
CIEP
Constellation Investimentos e Participacoes
Brazil
+$43.5M
4
VPI
VELT Partners Investimentos
Brazil
+$42.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$41.5M

Top Sellers

Rank Fund Capital Flow
1
WRCM
Whale Rock Capital Management
Massachusetts
-$67M
2
SC
Samlyn Capital
New York
-$61M
3
Coatue Management
Coatue Management
New York
-$55.8M
4
MC
Maverick Capital
Texas
-$41.3M
5
CHP
Castle Hook Partners
New York
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
176
Focused Wealth Management
New York
$13K -$15.3K -400 -40%
GWM
177
Geneos Wealth Management
Colorado
$12K -$173K -4,550 -90%
SMFS
178
Squar Milner Financial Services
California
$12K +$4.73K +124 +27%
BAM
179
Bullseye Asset Management
Colorado
$11K -$191 -5 -1%
OIA
180
Optimum Investment Advisors
Illinois
$11K – – –
HIA
181
Harbor Investment Advisory
Maryland
$8K +$14.8K +387 New
S
182
SignatureFD
Georgia
$7K – – –
VFA
183
Valeo Financial Advisors
Indiana
$7K +$10.6K +277 New
TRCT
184
Tower Research Capital (TRC)
New York
$6K -$27.6K -725 -72%
IA
185
IFP Advisors
Florida
$5K -$63.1K -1,656 -80%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$4K +$7.63K +200 New
TAIM
187
TD Ameritrade Investment Management
Nebraska
$3K -$153 -4 -3%
SPIA
188
Steward Partners Investment Advisory
New York
$3K +$5.72K +150 New
AF
189
Advisornet Financial
Minnesota
$2K +$3.81K +100 New
BFC
190
Bedel Financial Consulting
Indiana
$2K +$3.81K +100 New
BC
191
Belmont Capital
California
$2K +$3.81K +100 New
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$3.81K +100 New
RWML
193
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.66K +$2.9K +76 New
AIM
194
Anchor Investment Management
South Carolina
$1K – – –
CCM
195
Cribstone Capital Management
Maine
$1K -$6.71K -176 -84%
JCM
196
Jacobi Capital Management
Pennsylvania
$1K +$877 +23 New
WOC
197
West Oak Capital
California
$1K +$953 +25 New
APA
198
American Portfolios Advisors
New York
$109 -$1.52K -40 -89%
SC
199
Samlyn Capital
New York
– -$61M -1,529,188 Closed
Point72 Asset Management
200
Point72 Asset Management
Connecticut
– -$32.1M -805,727 Closed
6 7
8
9 10

STNE Hedge Fund Activity: Q1 2020 in Review

202 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q1 2020, worth a combined $2.87B — down 43% from $5B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new STNE positions and 49 closed out — a net gain of 9 holders — while 72 added to existing stakes and 59 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $220M. The largest seller was Whale Rock Capital Management, cutting an estimated $67M.

  • 202 institutional investors held StoneCo (STNE) as of Q1 2020, up from 195 in Q4 2019.
  • Funds reported $2.87B of StoneCo stock for Q1 2020, down 43% quarter-over-quarter.
  • 58 funds opened new StoneCo positions in Q1 2020 and 49 closed out, a net change of +9 holders.
  • The largest StoneCo buyer in Q1 2020 was Capital Research Global Investors, an estimated $220M added.
  • The largest StoneCo seller in Q1 2020 was Whale Rock Capital Management, an estimated $67M sold.

Based on aggregated 13F filings for Q1 2020.