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Sturm, Ruger & Co

200 hedge funds and large institutions have $1.19B invested in Sturm, Ruger & Co in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more funds holding

Funds holding: 186200 (+14)

7% more capital invested

Capital invested by funds: $1.11B → $1.19B (+$83.1M)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

7.24% less ownership

Funds ownership: 91.6%84.36% (-7.2%)

45% less call options, than puts

Call options by funds: $41M | Put options by funds: $74.9M

Holders
200
Holders Change
+14
Holders Change %
+7.53%
% of All Funds
5.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
40
Increased
66
Reduced
73
Closed
24
Calls
$41M
Puts
$74.9M
Net Calls
-$33.9M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LCOV
1
London Company of Virginia
Virginia
$194M +$16.2M +230,294 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$121M +$2.34M +33,235 +2%
Allianz Asset Management
3
Allianz Asset Management
Germany
$86.1M -$683K -9,690 -0.8%
BFA
4
BlackRock Fund Advisors
California
$80.3M +$2.38M +33,788 +3%
JIR
5
James Investment Research
Ohio
$55.3M +$368K +5,218 +0.7%
Capital World Investors
6
Capital World Investors
California
$44.2M -$76.2M -1,080,976 -64%
BIT
7
BlackRock Institutional Trust
California
$39.2M -$487K -6,900 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$34.1M -$228K -3,227 -0.7%
State Street
9
State Street
Massachusetts
$27.3M -$37.7K -534 -0.1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$27M -$710K -10,069 -3%
SCA
11
Southpoint Capital Advisors
New York
$25.7M -$4.38M -62,055 -15%
Northern Trust
12
Northern Trust
Illinois
$24.8M +$797K +11,300 +3%
GAM
13
Gotham Asset Management
New York
$19.3M +$5.67M +80,393 +44%
HA
14
Hays Advisory
Tennessee
$17.9M -$281K -3,990 -2%
MAA
15
Managed Account Advisors
New Jersey
$17.3M +$6.65M +94,268 +66%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$16.4M -$1.54M -21,900 -9%
AL
17
AJO LP
Pennsylvania
$15.4M -$5.58M -79,080 -27%
MDCM
18
Morgan Dempsey Capital Management
Wisconsin
$15M -$3.5M -49,689 -20%
Ameriprise
19
Ameriprise
Minnesota
$13.9M +$4.44K +63 +0%
Goldman Sachs
20
Goldman Sachs
New York
$12.6M +$2.16M +30,640 +22%
Bank of America
21
Bank of America
North Carolina
$11.4M -$773K -10,963 -7%
Morgan Stanley
22
Morgan Stanley
New York
$11.2M -$339K -4,814 -3%
JP Morgan Chase
23
JP Morgan Chase
New York
$10.8M +$1.05M +14,821 +11%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$10.4M +$7.16M +101,603 +254%
Invesco
25
Invesco
Georgia
$10.2M +$7.69M +109,004 +353%

RGR Hedge Fund Activity: Q4 2013 in Review

200 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q4 2013, worth a combined $1.19B — up 7.5% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new RGR positions and 24 closed out — a net gain of 16 holders — while 66 added to existing stakes and 73 trimmed.

The largest buyer was London Company of Virginia, adding an estimated $16.2M. The largest seller was Capital World Investors, cutting an estimated $76.2M.

  • 200 institutional investors held Sturm, Ruger & Co (RGR) as of Q4 2013, up from 186 in Q3 2013.
  • Funds reported $1.19B of Sturm, Ruger & Co stock for Q4 2013, up 7.5% quarter-over-quarter.
  • 40 funds opened new Sturm, Ruger & Co positions in Q4 2013 and 24 closed out, a net change of +16 holders.
  • The largest Sturm, Ruger & Co buyer in Q4 2013 was London Company of Virginia, an estimated $16.2M added.
  • The largest Sturm, Ruger & Co seller in Q4 2013 was Capital World Investors, an estimated $76.2M sold.

Based on aggregated 13F filings for Q4 2013.