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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
AIM
201
Aigen Investment Management
New York
$237K +$173K +13,147 New
FP
202
Financial Perspectives
Minnesota
$237K
US Bancorp
203
US Bancorp
Minnesota
$234K +$6.85K +521 +4%
Daiwa Securities Group
204
Daiwa Securities Group
Japan
$233K +$170K +12,945 New
AWS
205
Atria Wealth Solutions
New York
$230K +$168K +12,777 New
SPC
206
Sigma Planning Corp
Michigan
$229K -$250K -19,025 -60%
GC
207
Guggenheim Capital
Illinois
$228K +$4.1K +312 +3%
First Trust Advisors
208
First Trust Advisors
Illinois
$226K +$2.31K +176 +1%
SFO
209
Stokes Family Office
Louisiana
$225K
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$217K +$158K +12,031 New
LNC
211
Lincoln National Corp
Pennsylvania
$215K +$157K +11,941 New
WRM
212
Weybosset Research & Management
Rhode Island
$214K +$156K +11,859 New
ISL
213
Ingalls & Snyder LLC
New York
$212K +$13.1K +1,000 +9%
TW
214
TrinityPoint Wealth
Connecticut
$211K +$15.3K +1,167 +11%
IEFM
215
IQ EQ Fund Management
Ireland
$210K -$36.8K -2,799 -19%
SCA
216
Snowden Capital Advisors
New York
$208K +$2.02K +154 +1%
GI
217
GS Investments
Minnesota
$202K
UBS AM
218
UBS AM
Illinois
$198K +$145K +11,000 New
CAM
219
Claret Asset Management
Quebec, Canada
$182K
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$178K +$66 +5 +0.1%
CG
221
Cutler Group
California
$170K -$39K -2,967 -24%
C
222
Covestor
United Kingdom
$155K +$113K +8,592 +47,733%
GC
223
Globeflex Capital
California
$132K +$96.1K +7,308 New
Mitsubishi UFJ Asset Management
224
Mitsubishi UFJ Asset Management
Japan
$131K -$29.4K -2,240 -23%
S
225
SignatureFD
Georgia
$129K +$29.4K +2,235 +45%

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.