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StoneCo

295 hedge funds and large institutions have $6.82B invested in StoneCo in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 88 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 88

0.19% more ownership

Funds ownership: 74.02%74.21% (+0.19%)

15% less funds holding

Funds holding: 347295 (-52)

25% less call options, than puts

Call options by funds: $57.6M | Put options by funds: $77.1M

48% less capital invested

Capital invested by funds: $13.2B → $6.82B (-$6.34B)

53% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 95

57% less funds holding in top 10

Funds holding in top 10: 219 (-12)

Holders
295
Holders Change
-52
Holders Change %
-14.99%
% of All Funds
5.16%
Holding in Top 10
9
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-57.14%
% of All Funds
0.16%
New
45
Increased
124
Reduced
88
Closed
95
Calls
$57.6M
Puts
$77.1M
Net Calls
-$19.5M
Net Calls Change
+$98.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.29B +$431M +8,307,931 +29%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$582M -$800M -15,417,664 -48%
LPC
3
Lone Pine Capital
Connecticut
$524M +$324M +6,246,680 +71%
DCP
4
D1 Capital Partners
New York
$393M +$486M +9,369,469 +484%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$371M
BlackRock
6
BlackRock
New York
$218M -$252M -4,860,633 -44%
NAMA
7
Nikko Asset Management Americas
New York
$206M +$261M +5,025,844 +566%
TCM
8
Tybourne Capital Management
Hong Kong
$200M +$96.3M +1,855,408 +47%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$195M -$127M -2,452,208 -30%
Invesco
10
Invesco
Georgia
$179M -$202M -3,885,349 -43%
ESCM
11
Echo Street Capital Management
New York
$134M +$114M +2,198,702 +132%
Artisan Partners
12
Artisan Partners
Wisconsin
$105M -$19.1M -368,735 -11%
BAMCO Inc
13
BAMCO Inc
New York
$104M +$29.8M +574,751 +24%
JP Morgan Chase
14
JP Morgan Chase
New York
$98.3M +$138M +2,664,590 +1,587%
ClearBridge Investments
15
ClearBridge Investments
New York
$94.6M -$6.1M -117,535 -4%
State Street
16
State Street
Massachusetts
$88.3M +$8.96M +172,569 +7%
Wells Fargo
17
Wells Fargo
California
$86.2M -$14.5M -279,666 -10%
Morgan Stanley
18
Morgan Stanley
New York
$77M +$24M +462,210 +26%
VPI
19
VELT Partners Investimentos
Brazil
$71.5M +$34.2M +659,300 +47%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$63.2M +$36M +694,398 +62%
AIM
21
ARK Investment Management
Florida
$63.1M +$63.9M +1,231,863 +210%
Allianz Asset Management
22
Allianz Asset Management
Germany
$61.7M +$15.8M +304,771 +21%
FAM
23
Foxhaven Asset Management
Virginia
$59.3M +$33.5M +645,615 +61%
GGHC
24
Gilder Gagnon Howe & Co
New York
$54.6M -$2.45M -47,158 -3%
UBS Group
25
UBS Group
Switzerland
$52.3M -$890K -17,150 -1%

STNE Hedge Fund Activity: Q3 2021 in Review

295 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q3 2021, worth a combined $6.82B — down 48% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of STNE and 45 opened new positions — a net loss of 50 holders — while 88 trimmed existing stakes and 124 added.

The largest buyer was D1 Capital Partners, adding an estimated $486M. The largest seller was T. Rowe Price Associates, cutting an estimated $800M.

  • 295 institutional investors held StoneCo (STNE) as of Q3 2021, down from 347 in Q2 2021.
  • Funds reported $6.82B of StoneCo stock for Q3 2021, down 48% quarter-over-quarter.
  • 45 funds opened new StoneCo positions in Q3 2021 and 95 closed out, a net change of -50 holders.
  • The largest StoneCo buyer in Q3 2021 was D1 Capital Partners, an estimated $486M added.
  • The largest StoneCo seller in Q3 2021 was T. Rowe Price Associates, an estimated $800M sold.

Based on aggregated 13F filings for Q3 2021.