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StoneCo

333 hedge funds and large institutions have $11.9B invested in StoneCo in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 87 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 87

3.24% more ownership

Funds ownership: 82.98%86.22% (+3.2%)

7% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 71

1% less funds holding

Funds holding: 338333 (-5)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

25% less capital invested

Capital invested by funds: $15.8B → $11.9B (-$3.87B)

25% less call options, than puts

Call options by funds: $130M | Put options by funds: $173M

Holders
333
Holders Change
-5
Holders Change %
-1.48%
% of All Funds
5.85%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.39%
New
66
Increased
147
Reduced
87
Closed
71
Calls
$130M
Puts
$173M
Net Calls
-$42.7M
Net Calls Change
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.05B +$167M +2,133,906 +7%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.71B -$101M -1,294,654 -4%
BlackRock
3
BlackRock
New York
$699M +$134M +1,717,384 +18%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$655M -$271M -3,471,300 -25%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$464M -$272M -3,487,564 -32%
Invesco
6
Invesco
Georgia
$433M +$297M +3,808,328 +116%
LPC
7
Lone Pine Capital
Connecticut
$400M +$12.9M +165,800 +3%
DCP
8
Durable Capital Partners
Maryland
$322M
TI
9
Truxt Investmentos
Brazil
$234M +$298M +3,818,951 New
ECU
10
Egerton Capital (UK)
United Kingdom
$225M +$13M +166,913 +5%
APGDR
11
Absoluto Partners Gestao de Recursos
Brazil
$224M +$16.3M +208,995 +6%
Artisan Partners
12
Artisan Partners
Wisconsin
$216M +$83.7M +1,071,990 +44%
TCM
13
Tybourne Capital Management
Hong Kong
$213M +$11.5M +147,099 +4%
Wells Fargo
14
Wells Fargo
California
$205M +$17M +217,390 +7%
CIEP
15
Constellation Investimentos e Participacoes
Brazil
$172M +$8.84M +113,250 +4%
ClearBridge Investments
16
ClearBridge Investments
New York
$169M +$10.4M +132,659 +5%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$149M +$13.3M +170,800 +8%
State Street
18
State Street
Massachusetts
$144M +$26.2M +335,959 +17%
ACGDR
19
Atmos Capital Gestao de Recursos
Brazil
$144M +$8.23M +105,475 +5%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$120M -$11.8M -151,554 -7%
BAMCO Inc
21
BAMCO Inc
New York
$107M +$5.69M +72,898 +4%
GGHC
22
Gilder Gagnon Howe & Co
New York
$99.4M +$200K +2,569 +0.2%
UBS Group
23
UBS Group
Switzerland
$92.3M +$111M +1,428,676 +1,823%
ESCM
24
Echo Street Capital Management
New York
$87.5M -$9.72M -124,548 -8%
Citadel Advisors
25
Citadel Advisors
Florida
$86.7M +$102M +1,301,785 +1,135%

STNE Hedge Fund Activity: Q1 2021 in Review

333 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q1 2021, worth a combined $11.9B — down 25% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of STNE and 66 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 147 added.

The largest buyer was Invesco, adding an estimated $297M. The largest seller was Wellington Management Group, cutting an estimated $272M.

  • 333 institutional investors held StoneCo (STNE) as of Q1 2021, down from 338 in Q4 2020.
  • Funds reported $11.9B of StoneCo stock for Q1 2021, down 25% quarter-over-quarter.
  • 66 funds opened new StoneCo positions in Q1 2021 and 71 closed out, a net change of -5 holders.
  • The largest StoneCo buyer in Q1 2021 was Invesco, an estimated $297M added.
  • The largest StoneCo seller in Q1 2021 was Wellington Management Group, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2021.