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Sturm, Ruger & Co

205 hedge funds and large institutions have $761M invested in Sturm, Ruger & Co in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

23% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 56

7.65% more ownership

Funds ownership: 68.5%76.15% (+7.7%)

5% more funds holding

Funds holding: 195205 (+10)

2% more capital invested

Capital invested by funds: $743M → $761M (+$18.1M)

10% less call options, than puts

Call options by funds: $13.4M | Put options by funds: $14.9M

Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
42
Increased
69
Reduced
56
Closed
29
Calls
$13.4M
Puts
$14.9M
Net Calls
-$1.53M
Net Calls Change
+$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
RQS
101
Ramsey Quantitative Systems
Kentucky
$407K -$212K -3,831 -33%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$401K -$44.2K -800 -10%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$401K -$22.1K -400 -5%
AA
104
ALPS Advisors
Colorado
$392K +$3.87K +70 +0.9%
ST
105
Smithfield Trust
Pennsylvania
$364K -$35.2K -637 -8%
BC
106
Burney Company
Virginia
$362K -$33.3K -603 -8%
WS
107
Wedbush Securities
California
$333K -$12.2K -220 -3%
CA
108
Cetera Advisors
Colorado
$333K +$351K +6,349 New
HCM
109
Highbridge Capital Management
New York
$318K -$608K -11,011 -65%
CB
110
Chemical Bank
Michigan
$316K
AL
111
Airain Ltd
Guernsey
$305K +$319K +5,783 New
RJFSA
112
Raymond James Financial Services Advisors
Florida
$303K +$59K +1,068 +23%
NA
113
Navellier & Associates
Nevada
$297K -$166K -3,001 -35%
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$296K
OAM
115
Origin Asset Management
United Kingdom
$295K
MERSOM
116
Municipal Employees' Retirement System of Michigan
Michigan
$289K +$24.9K +450 +9%
JMPWA
117
JP Morgan Private Wealth Advisors
California
$282K -$26.8K -485 -8%
ICOA
118
Investment Centers of America
North Dakota
$279K +$289K +5,237 New
WA
119
WP Advisors
California
$274K +$287K +5,200 New
Victory Capital Management
120
Victory Capital Management
Texas
$273K -$19.6K -354 -6%
SB
121
Suntrust Banks
Georgia
$269K +$17.2K +311 +6%
PA
122
Profund Advisors
Maryland
$267K +$280K +5,070 New
UBS AM
123
UBS AM
Illinois
$258K -$193K -3,500 -42%
LPL Financial
124
LPL Financial
California
$257K -$202K -3,660 -43%
RJT
125
Raymond James Trust
Florida
$245K

RGR Hedge Fund Activity: Q4 2016 in Review

205 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q4 2016, worth a combined $761M — up 2.4% from $743M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new RGR positions and 29 closed out — a net gain of 13 holders — while 69 added to existing stakes and 56 trimmed.

The largest buyer was Capital World Investors, adding an estimated $27.4M. The largest seller was Millennium Management, exiting entirely with an estimated $6.84M sold.

  • 205 institutional investors held Sturm, Ruger & Co (RGR) as of Q4 2016, up from 195 in Q3 2016.
  • Funds reported $761M of Sturm, Ruger & Co stock for Q4 2016, up 2.4% quarter-over-quarter.
  • 42 funds opened new Sturm, Ruger & Co positions in Q4 2016 and 29 closed out, a net change of +13 holders.
  • The largest Sturm, Ruger & Co buyer in Q4 2016 was Capital World Investors, an estimated $27.4M added.
  • The largest Sturm, Ruger & Co seller in Q4 2016 was Millennium Management, an estimated $6.84M sold.

Based on aggregated 13F filings for Q4 2016.