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Sturm, Ruger & Co

190 hedge funds and large institutions have $988M invested in Sturm, Ruger & Co in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 64

1.12% more ownership

Funds ownership: 84.36%85.48% (+1.1%)

5% less funds holding

Funds holding: 200190 (-10)

17% less capital invested

Capital invested by funds: $1.19B → $988M (-$204M)

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less call options, than puts

Call options by funds: $51.6M | Put options by funds: $83.8M

Holders
190
Holders Change
-10
Holders Change %
-5%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
23
Increased
80
Reduced
64
Closed
33
Calls
$51.6M
Puts
$83.8M
Net Calls
-$32.1M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
LCOV
1
London Company of Virginia
Virginia
$154M -$5.14M -73,021 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$106M +$8.45M +120,035 +7%
Allianz Asset Management
3
Allianz Asset Management
Germany
$93.6M +$27.3M +387,980 +33%
BFA
4
BlackRock Fund Advisors
California
$67.7M +$2.32M +32,960 +3%
JIR
5
James Investment Research
Ohio
$39.2M -$7.15M -101,565 -13%
BIT
6
BlackRock Institutional Trust
California
$30.7M -$1.7M -24,124 -4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$27.5M -$398K -5,650 -1%
Capital World Investors
8
Capital World Investors
California
$26.6M -$11.2M -159,413 -26%
GAM
9
Gotham Asset Management
New York
$24.7M +$10.5M +148,558 +56%
State Street
10
State Street
Massachusetts
$22.8M +$533K +7,568 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$21.7M -$475K -6,745 -2%
Northern Trust
12
Northern Trust
Illinois
$19.2M -$1.29M -18,350 -5%
MDCM
13
Morgan Dempsey Capital Management
Wisconsin
$16M +$4.42M +62,752 +31%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$15.1M +$1.96M +27,900 +12%
HA
15
Hays Advisory
Tennessee
$14.4M -$259K -3,675 -2%
MAA
16
Managed Account Advisors
New Jersey
$13.7M -$532K -7,566 -3%
Bank of America
17
Bank of America
North Carolina
$12.3M +$3.5M +49,740 +32%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$12M +$8.65M +122,872 +157%
Ameriprise
19
Ameriprise
Minnesota
$11.6M +$268K +3,810 +2%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$10.4M +$2.3M +32,637 +23%
Morgan Stanley
21
Morgan Stanley
New York
$10.4M +$1.38M +19,630 +13%
PSC
22
Prentiss Smith & Co
Vermont
$8.44M +$9.93M +141,093 New
GC
23
Guggenheim Capital
Illinois
$8.22M +$3.89M +55,319 +67%
Wells Fargo
24
Wells Fargo
California
$8.14M +$4.53M +64,385 +90%
Principal Financial Group
25
Principal Financial Group
Iowa
$7.38M +$304K +4,319 +4%

RGR Hedge Fund Activity: Q1 2014 in Review

190 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q1 2014, worth a combined $988M — down 17% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of RGR and 23 opened new positions — a net loss of 10 holders — while 64 trimmed existing stakes and 80 added.

The largest buyer was Allianz Asset Management, adding an estimated $27.3M. The largest seller was Southpoint Capital Advisors, exiting entirely with an estimated $25.7M sold.

  • 190 institutional investors held Sturm, Ruger & Co (RGR) as of Q1 2014, down from 200 in Q4 2013.
  • Funds reported $988M of Sturm, Ruger & Co stock for Q1 2014, down 17% quarter-over-quarter.
  • 23 funds opened new Sturm, Ruger & Co positions in Q1 2014 and 33 closed out, a net change of -10 holders.
  • The largest Sturm, Ruger & Co buyer in Q1 2014 was Allianz Asset Management, an estimated $27.3M added.
  • The largest Sturm, Ruger & Co seller in Q1 2014 was Southpoint Capital Advisors, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2014.