We are live on ! Find out more
STNE icon

StoneCo

338 hedge funds and large institutions have $15.8B invested in StoneCo in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 106 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 29

71% more capital invested

Capital invested by funds: $9.23B → $15.8B (+$6.53B)

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

58% more call options, than puts

Call options by funds: $383M | Put options by funds: $243M

30% more funds holding

Funds holding: 260338 (+78)

23% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 86

5.73% more ownership

Funds ownership: 77.25%82.98% (+5.7%)

Holders
338
Holders Change
+78
Holders Change %
+30%
% of All Funds
5.98%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
108
Increased
106
Reduced
86
Closed
29
Calls
$383M
Puts
$243M
Net Calls
+$140M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
201
Bellevue Group
Switzerland
$629K -$214K -3,200 -30%
IRF
202
IBM Retirement Fund
New York
$627K +$119K +1,779 +31%
OPA
203
Old Port Advisors
Maine
$618K -$6.9K -103 -1%
OMC
204
Old Mission Capital
Illinois
$604K +$482K +7,200 New
FP
205
Financial Perspectives
Minnesota
$592K +$157K +2,344 +50%
Truist Financial
206
Truist Financial
North Carolina
$582K -$38K -567 -8%
SAF
207
Smith Anglin Financial
Texas
$562K +$449K +6,698 New
RG
208
Rikoon Group
New Mexico
$558K -$52.9K -790 -11%
CWM
209
Cordatus Wealth Management
Pennsylvania
$555K +$154K +2,295 +53%
BAM
210
Belpointe Asset Management
Nevada
$526K -$65.7K -981 -14%
FC
211
Full18 Capital
Connecticut
$524K +$419K +6,249 New
MOS
212
MGO One Seven
Ohio
$512K +$4.42K +66 +0.9%
ACM
213
AlphaCrest Capital Management
New York
$487K -$340K -5,077 -47%
Prudential Financial
214
Prudential Financial
New Jersey
$484K +$57.9K +864 +18%
VIA
215
Vident Investment Advisory
Georgia
$452K +$10.2K +152 +3%
M&T Bank
216
M&T Bank
New York
$432K +$6.63K +99 +2%
CTC
217
Central Trust Company
Missouri
$420K
NAM
218
Nexpoint Asset Management
Texas
$420K
Verition Fund Management
219
Verition Fund Management
Connecticut
$420K +$39.7K +593 +13%
MS
220
Maven Securities
Jersey
$418K -$914K -13,640 -73%
IUHSA
221
Itau Unibanco Holding S.A.
Brazil
$416K -$673K -10,048 -67%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$409K +$326K +4,870 New
KA
223
Kovack Advisors
Florida
$406K
TIS
224
Tortoise Index Solutions
Kansas
$404K +$11.2K +167 +4%
MAFM
225
Mid Atlantic Financial Management
Pennsylvania
$399K -$21.7K -324 -6%

STNE Hedge Fund Activity: Q4 2020 in Review

338 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q4 2020, worth a combined $15.8B — up 71% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new STNE positions and 29 closed out — a net gain of 79 holders — while 106 added to existing stakes and 86 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $470M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $211M sold.

  • 338 institutional investors held StoneCo (STNE) as of Q4 2020, up from 260 in Q3 2020.
  • Funds reported $15.8B of StoneCo stock for Q4 2020, up 71% quarter-over-quarter.
  • 108 funds opened new StoneCo positions in Q4 2020 and 29 closed out, a net change of +79 holders.
  • The largest StoneCo buyer in Q4 2020 was Wellington Management Group, an estimated $470M added.
  • The largest StoneCo seller in Q4 2020 was Whale Rock Capital Management, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2020.