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Sturm, Ruger & Co

164 hedge funds and large institutions have $946M invested in Sturm, Ruger & Co in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 80.24%81.98% (+1.7%)

3% more capital invested

Capital invested by funds: $918M → $946M (+$27.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 59

14% less funds holding

Funds holding: 190164 (-26)

40% less call options, than puts

Call options by funds: $27.9M | Put options by funds: $46.5M

55% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 44

Holders
164
Holders Change
-26
Holders Change %
-13.68%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
53
Reduced
59
Closed
44
Calls
$27.9M
Puts
$46.5M
Net Calls
-$18.6M
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$171M +$185K +3,504 New
LCOV
2
London Company of Virginia
Virginia
$116M -$2.28M -43,331 -2%
Allianz Asset Management
3
Allianz Asset Management
Germany
$86.1M +$8.25M +156,448 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$63.9M -$21.2M -402,722 -23%
BFA
5
BlackRock Fund Advisors
California
$51.2M -$1.17M -22,222 -2%
FMI
6
Fiduciary Management Inc
Wisconsin
$32M +$34.7M +657,625 New
VVP
7
Vulcan Value Partners
Alabama
$26.8M +$27.4M +520,006 New
BIT
8
BlackRock Institutional Trust
California
$23.4M -$1.25M -23,729 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$22.3M -$111K -2,108 -0.5%
Capital World Investors
10
Capital World Investors
California
$21.7M
MDCM
11
Morgan Dempsey Capital Management
Wisconsin
$20M +$5.07M +96,102 +30%
State Street
12
State Street
Massachusetts
$18M -$253K -4,799 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$17.4M -$267K -5,058 -1%
GAM
14
Gotham Asset Management
New York
$15.9M +$4.61M +87,483 +37%
Norges Bank
15
Norges Bank
Norway
$13.1M +$10M +189,638 +238%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$12.6M +$682K +12,930 +5%
Renaissance Technologies
17
Renaissance Technologies
New York
$12.4M +$5.74M +108,817 +75%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$12.1M +$2.09M +39,547 +19%
Northern Trust
19
Northern Trust
Illinois
$12M -$1.89M -35,835 -13%
JIR
20
James Investment Research
Ohio
$11M -$21.1M -400,381 -64%
HA
21
Hays Advisory
Tennessee
$10.6M -$515K -9,769 -4%
MAA
22
Managed Account Advisors
New Jersey
$10.1M -$749K -14,212 -6%
Bank of America
23
Bank of America
North Carolina
$9.19M -$79.9K -1,516 -0.8%
Ameriprise
24
Ameriprise
Minnesota
$8.31M -$145K -2,756 -2%
Goldman Sachs
25
Goldman Sachs
New York
$7.58M +$6.83M +129,515 +494%

RGR Hedge Fund Activity: Q3 2014 in Review

164 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q3 2014, worth a combined $946M — up 3% from $918M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of RGR and 20 opened new positions — a net loss of 24 holders — while 59 trimmed existing stakes and 53 added.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $34.7M. The largest seller was Vanguard Group, cutting an estimated $21.2M.

  • 164 institutional investors held Sturm, Ruger & Co (RGR) as of Q3 2014, down from 190 in Q2 2014.
  • Funds reported $946M of Sturm, Ruger & Co stock for Q3 2014, up 3% quarter-over-quarter.
  • 20 funds opened new Sturm, Ruger & Co positions in Q3 2014 and 44 closed out, a net change of -24 holders.
  • The largest Sturm, Ruger & Co buyer in Q3 2014 was Fiduciary Management Inc, an estimated $34.7M added.
  • The largest Sturm, Ruger & Co seller in Q3 2014 was Vanguard Group, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2014.