Stoke Therapeutics
STOK
114 hedge funds and large institutions have $828M invested in Stoke Therapeutics in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 22 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 22
80% more call options, than puts
Call options by funds: $250K | Put options by funds: $139K
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
13% more capital invested
Capital invested by funds: $732M → $828M (+$96.5M)
11% more funds holding
Funds holding: 103 → 114 (+11)
0.47% more ownership
Funds ownership: 117.15% → 117.62% (+0.47%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$20.9M |
| 2 |
LCM
Lynx1 Capital Management
San Juan,
Puerto Rico
|
+$20.1M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$19.8M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$15.2M |
| 5 |
LGM
Logos Global Management
San Francisco,
California
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Skorpios Trust
Limassol,
Cyprus
|
-$48.6M |
| 2 |
Morgan Stanley
New York
|
-$7.38M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.35M |
| 4 |
RG
Redmile Group
San Francisco,
California
|
-$4.75M |
| 5 |
AG
Artal Group
Luxembourg
|
-$4.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZIM
126
Zacks Investment Management
Chicago,
Illinois
| – | -$289K | -21,439 | Closed |
|
127
Hudson Bay Capital Management
Stamford,
Connecticut
| – | -$270K | -20,000 | Closed |
|
|
BCM
128
Bridgeway Capital Management
Houston,
Texas
| – | -$231K | -17,100 | Closed |
|
|
XT
129
XTX Topco
George Town,
Cayman Islands
| – | -$220K | -16,308 | Closed |
|
|
AIG
130
American International Group
New York
| – | -$185K | -13,738 | Closed |
|
131
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| – | -$87.2K | -10,473 | Closed |
|
132
Principal Financial Group
Des Moines,
Iowa
| – | -$141K | -10,451 | Closed |
|
|
ACM
133
Aquatic Capital Management
Chicago,
Illinois
| – | -$130K | -9,600 | Closed |
|
|
ACM
134
ADAR1 Capital Management
Austin,
Texas
| – | -$39.1K | -2,900 | Closed |
|
|
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$21.9K | -1,625 | Closed |
|
|
AWM
136
Avior Wealth Management
Omaha,
Nebraska
| – | -$67 | -5 | Closed |
|
STOK Hedge Fund Activity: Q2 2024 in Review
114 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stoke Therapeutics (STOK) for Q2 2024, worth a combined $828M — up 13% from $732M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new STOK positions and 22 closed out — a net gain of 11 holders — while 48 added to existing stakes and 22 trimmed.
The largest buyer was BlackRock, adding an estimated $20.9M. The largest seller was Skorpios Trust, cutting an estimated $48.6M.
- 114 institutional investors held Stoke Therapeutics (STOK) as of Q2 2024, up from 103 in Q1 2024.
- Funds reported $828M of Stoke Therapeutics stock for Q2 2024, up 13% quarter-over-quarter.
- 33 funds opened new Stoke Therapeutics positions in Q2 2024 and 22 closed out, a net change of +11 holders.
- The largest Stoke Therapeutics buyer in Q2 2024 was BlackRock, an estimated $20.9M added.
- The largest Stoke Therapeutics seller in Q2 2024 was Skorpios Trust, an estimated $48.6M sold.
Based on aggregated 13F filings for Q2 2024.