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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
AA
176
AlphaMark Advisors
Kentucky
$433K +$62.4K +4,746 +25%
ETC
177
Exchange Traded Concepts
Oklahoma
$432K -$14.2K -1,079 -4%
CAM
178
Cresset Asset Management
Illinois
$415K -$2.85K -217 -0.9%
IA
179
IFP Advisors
Florida
$397K +$6.57K +500 +2%
Creative Planning
180
Creative Planning
Kansas
$383K +$80.7K +6,142 +41%
CP
181
CenterBook Partners
Connecticut
$368K +$269K +20,429 New
TI
182
Tidal Investments
Wisconsin
$366K +$62.4K +4,744 +31%
CCC
183
Chesapeake Capital Corp
Florida
$365K +$266K +20,264 New
CS
184
Credit Suisse
Switzerland
$351K -$267K -20,342 -51%
Verition Fund Management
185
Verition Fund Management
Connecticut
$350K -$139K -10,595 -35%
CIP
186
Convergence Investment Partners
Florida
$343K +$21.1K +1,608 +9%
VM
187
VPR Management
Texas
$334K +$67K +5,100 +38%
X
188
Xponance
Pennsylvania
$320K +$5.84K +444 +3%
Mackenzie Financial
189
Mackenzie Financial
Ontario, Canada
$318K
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
$302K
SF
191
Synovus Financial
Georgia
$300K -$15.9K -1,207 -7%
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$300K +$42.8K +3,255 +24%
Amundi
193
Amundi
France
$294K +$91.2K +6,941 +65%
EAM
194
Eschler Asset Management
United Kingdom
$294K +$214K +16,291 New
VSI
195
Verde Servicos Internacionais
Brazil
$291K -$117K -8,871 -35%
YMRC
196
Yorktown Management & Research Company
Virginia
$283K
CMF
197
Counterpoint Mutual Funds
California
$280K -$80.1K -6,095 -28%
Stifel Financial
198
Stifel Financial
Missouri
$278K +$203K +15,426 New
AAS
199
Avantax Advisory Services
Texas
$266K +$194K +14,732 New
PWPS
200
Pinnacle Wealth Planning Services
Ohio
$253K +$185K +14,048 New

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.