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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.63B -$192M -2,865,536 -8%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.45B +$64.8M +967,011 +3%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$1.19B
Wellington Management Group
4
Wellington Management Group
Massachusetts
$929M +$470M +7,010,488 +173%
BlackRock
5
BlackRock
New York
$815M +$134M +1,993,686 +26%
LPC
6
Lone Pine Capital
Connecticut
$534M -$129M -1,927,756 -23%
DCP
7
Durable Capital Partners
Maryland
$441M
ECU
8
Egerton Capital (UK)
United Kingdom
$294M +$235M +3,504,985 New
APGDR
9
Absoluto Partners Gestao de Recursos
Brazil
$289M +$231M +3,442,830 New
TCM
10
Tybourne Capital Management
Hong Kong
$280M -$372K -5,557 -0.2%
Invesco
11
Invesco
Georgia
$275M +$4.57M +68,180 +2%
Wells Fargo
12
Wells Fargo
California
$263M +$24.6M +367,317 +13%
CIEP
13
Constellation Investimentos e Participacoes
Brazil
$226M +$13.8M +205,700 +8%
ClearBridge Investments
14
ClearBridge Investments
New York
$221M -$22.1M -330,310 -11%
Artisan Partners
15
Artisan Partners
Wisconsin
$207M -$33.9M -506,187 -17%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$188M
ACGDR
17
Atmos Capital Gestao de Recursos
Brazil
$188M -$60M -895,188 -29%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$178M +$17.8M +266,291 +14%
State Street
19
State Street
Massachusetts
$169M +$15.3M +228,122 +13%
JCAM
20
Jericho Capital Asset Management
New York
$161M +$129M +1,919,577 New
Morgan Stanley
21
Morgan Stanley
New York
$160M +$51.9M +774,860 +69%
FAM
22
Foxhaven Asset Management
Virginia
$159M
BAMCO Inc
23
BAMCO Inc
New York
$140M -$6.16M -92,018 -5%
GGHC
24
Gilder Gagnon Howe & Co
New York
$136M -$1.24M -18,572 -1%
ESCM
25
Echo Street Capital Management
New York
$130M +$27.3M +407,931 +36%

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.