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Sturm, Ruger & Co

200 hedge funds and large institutions have $767M invested in Sturm, Ruger & Co in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 60

0.53% more ownership

Funds ownership: 83.53%84.06% (+0.53%)

9% less funds holding

Funds holding: 219200 (-19)

16% less capital invested

Capital invested by funds: $915M → $767M (-$148M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $24.9M

38% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 42

Holders
200
Holders Change
-19
Holders Change %
-8.68%
% of All Funds
4.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
73
Reduced
60
Closed
42
Calls
$15.7M
Puts
$24.9M
Net Calls
-$9.22M
Net Calls Change
+$4.86M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
176
Valeo Financial Advisors
Indiana
$10K +$10.6K +200 New
BFEC
177
Benjamin F. Edwards & Company
Missouri
$8K
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$8K +$8.39K +159 New
CG
179
Cutler Group
California
$7K -$26.8K -508 -78%
GWM
180
Geneos Wealth Management
Colorado
$6K
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$6K
ARMC
182
American Research & Management Company
Massachusetts
$5K
GAM
183
Gemmer Asset Management
California
$5K
IF
184
Ironwood Financial
Arizona
$5K
LF
185
Lee Financial
Texas
$5K
PMFA
186
Plante Moran Financial Advisors
Michigan
$5K
SEI Investments
187
SEI Investments
Pennsylvania
$4K -$8.92K -169 -69%
FPB
188
First PREMIER Bank
South Dakota
$4K
LWA
189
Lowe Wealth Advisors
Maryland
$4K
PG
190
Patten Group
Tennessee
$4K
RIA
191
RPG Investment Advisory
California
$3K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$3K +$53 +1 +2%
CCM
193
Cribstone Capital Management
Maine
$2K
BTIS
194
BB&T Investment Services
North Carolina
$1K
BBHC
195
Brown Brothers Harriman & Co
New York
$1K
Toronto Dominion Bank
196
Toronto Dominion Bank
Ontario, Canada
$1K +$739 +14 New
CIM
197
Contravisory Investment Management
Massachusetts
$1K +$1.43K +27 New
SWA
198
Sutton Wealth Advisors
Florida
$879 -$16.9K -321 -95%
Walleye Trading
199
Walleye Trading
New York
$475 -$834K -15,808 -63%
GXMC
200
Global X Management Company
New York
-$10M -160,881 Closed

RGR Hedge Fund Activity: Q3 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q3 2017, worth a combined $767M — down 16% from $915M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of RGR and 26 opened new positions — a net loss of 16 holders — while 60 trimmed existing stakes and 73 added.

The largest buyer was VOYA Investment Management, adding an estimated $25.2M. The largest seller was Vanguard Group, cutting an estimated $28.2M.

  • 200 institutional investors held Sturm, Ruger & Co (RGR) as of Q3 2017, down from 219 in Q2 2017.
  • Funds reported $767M of Sturm, Ruger & Co stock for Q3 2017, down 16% quarter-over-quarter.
  • 26 funds opened new Sturm, Ruger & Co positions in Q3 2017 and 42 closed out, a net change of -16 holders.
  • The largest Sturm, Ruger & Co buyer in Q3 2017 was VOYA Investment Management, an estimated $25.2M added.
  • The largest Sturm, Ruger & Co seller in Q3 2017 was Vanguard Group, an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2017.