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StoneCo

241 hedge funds and large institutions have $2.1B invested in StoneCo in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $61.4M | Put options by funds: $18.3M

7% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 75

3% more capital invested

Capital invested by funds: $2.04B → $2.1B (+$51.9M)

0.06% less ownership

Funds ownership: 77.09%77.04% (-0.06%)

4% less funds holding

Funds holding: 252241 (-11)

17% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 48

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
241
Holders Change
-11
Holders Change %
-4.37%
% of All Funds
3.84%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
40
Increased
80
Reduced
75
Closed
48
Calls
$61.4M
Puts
$18.3M
Net Calls
+$43.1M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1
Madrone Advisors
California
$242M
BlackRock
2
BlackRock
New York
$209M -$3.8M -396,970 -2%
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$117M +$1.94M +202,500 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$112M +$19.2M +2,007,912 +21%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$102M
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$89.4M -$1.16M -121,018 -1%
NAMA
7
Nikko Asset Management Americas
New York
$88.6M -$1.16M -121,018 -1%
Citadel Advisors
8
Citadel Advisors
Florida
$54.2M -$2.3M -239,843 -4%
State Street
9
State Street
Massachusetts
$44.3M +$1.21M +126,211 +3%
SGDR
10
SPX Gestao de Recursos
Brazil
$41.1M +$41.2M +4,308,233 New
ABI
11
Abrams Bison Investments
Maryland
$38.7M -$49.1K -5,128 -0.1%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$37.3M -$933K -97,500 -2%
LECM
13
Lead Edge Capital Management
New York
$34.1M
Two Sigma Investments
14
Two Sigma Investments
New York
$32.2M +$3.08M +321,784 +11%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$31.4M +$13.5M +1,414,089 +76%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$31M +$21.7K +2,271 +1%
BAMCO Inc
17
BAMCO Inc
New York
$30.8M -$5.17M -540,528 -14%
UBS Group
18
UBS Group
Switzerland
$30.2M -$1.58M -164,621 -5%
Morgan Stanley
19
Morgan Stanley
New York
$30.1M +$11.4M +1,193,821 +61%
AI
20
Advent International
Massachusetts
$29.6M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$28.3M +$2.99M +312,245 +12%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$27M +$6.27M +655,000 +30%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$25.2M +$1.77M +184,743 +8%
APC
24
Alta Park Capital
California
$22.9M +$8.83M +922,500 +63%
Invesco
25
Invesco
Georgia
$22.7M -$34.8M -3,638,678 -60%

STNE Hedge Fund Activity: Q1 2023 in Review

241 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in StoneCo (STNE) for Q1 2023, worth a combined $2.1B — up 2.5% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of STNE and 40 opened new positions — a net loss of 8 holders — while 75 trimmed existing stakes and 80 added.

The largest buyer was SPX Gestao de Recursos, opening a new position worth an estimated $41.2M. The largest seller was Invesco, cutting an estimated $34.8M.

  • 241 institutional investors held StoneCo (STNE) as of Q1 2023, down from 252 in Q4 2022.
  • Funds reported $2.1B of StoneCo stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 40 funds opened new StoneCo positions in Q1 2023 and 48 closed out, a net change of -8 holders.
  • The largest StoneCo buyer in Q1 2023 was SPX Gestao de Recursos, an estimated $41.2M added.
  • The largest StoneCo seller in Q1 2023 was Invesco, an estimated $34.8M sold.

Based on aggregated 13F filings for Q1 2023.