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Sturm, Ruger & Co

152 hedge funds and large institutions have $462M invested in Sturm, Ruger & Co in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 164152 (-12)

13.27% less ownership

Funds ownership: 81.98%68.71% (-13%)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

42% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $30.6M

47% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 70

51% less capital invested

Capital invested by funds: $946M → $462M (-$484M)

Holders
152
Holders Change
-12
Holders Change %
-7.32%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
37
Reduced
70
Closed
29
Calls
$17.8M
Puts
$30.6M
Net Calls
-$12.8M
Net Calls Change
+$5.82M
Name Holding Trade Value Shares
Change
Change in
Stake
LCOV
1
London Company of Virginia
Virginia
$76.5M -$6.97M -170,718 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45M -$495K -12,113 -0.9%
BFA
3
BlackRock Fund Advisors
California
$40.7M +$5.06M +123,940 +12%
Allianz Asset Management
4
Allianz Asset Management
Germany
$32.7M -$33.7M -825,372 -47%
FMI
5
Fiduciary Management Inc
Wisconsin
$22.6M -$152K -3,720 -0.6%
Capital World Investors
6
Capital World Investors
California
$21.7M +$7.46M +182,523 +41%
BIT
7
BlackRock Institutional Trust
California
$16.6M -$42.9K -1,049 -0.2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$15.6M -$277K -6,785 -1%
MDCM
9
Morgan Dempsey Capital Management
Wisconsin
$13.7M -$640K -15,664 -4%
State Street
10
State Street
Massachusetts
$12.6M -$228K -5,571 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$11M -$1.66M -40,683 -11%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$9.87M +$1.1M +26,900 +10%
Northern Trust
13
Northern Trust
Illinois
$7.9M -$761K -18,625 -8%
HA
14
Hays Advisory
Tennessee
$6.4M -$1.32M -32,279 -15%
Ameriprise
15
Ameriprise
Minnesota
$5.8M -$126K -3,076 -2%
MAA
16
Managed Account Advisors
New Jersey
$5.14M -$2.43M -59,526 -29%
Goldman Sachs
17
Goldman Sachs
New York
$5.09M -$362K -8,851 -6%
Norges Bank
18
Norges Bank
Norway
$4.82M -$5.31M -130,051 -48%
BL
19
Bolton LP
Connecticut
$4.53M +$2.27M +55,680 +74%
SCM
20
SeaStone Capital Management
New York
$4.44M +$4.31M +105,605 +465%
Principal Financial Group
21
Principal Financial Group
Iowa
$4.07M +$28.1K +687 +0.6%
M&T Bank
22
M&T Bank
New York
$3.92M +$11.2K +273 +0.2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.67M +$34K +833 +0.8%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$3.52M +$3.4M +83,258 +450%
ETM
25
Euclidean Technologies Management
Washington
$3.4M +$861K +21,068 +27%

RGR Hedge Fund Activity: Q4 2014 in Review

152 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q4 2014, worth a combined $462M — down 51% from $946M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RGR and 21 opened new positions — a net loss of 8 holders — while 70 trimmed existing stakes and 37 added.

The largest buyer was Capital World Investors, adding an estimated $7.46M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $171M sold.

  • 152 institutional investors held Sturm, Ruger & Co (RGR) as of Q4 2014, down from 164 in Q3 2014.
  • Funds reported $462M of Sturm, Ruger & Co stock for Q4 2014, down 51% quarter-over-quarter.
  • 21 funds opened new Sturm, Ruger & Co positions in Q4 2014 and 29 closed out, a net change of -8 holders.
  • The largest Sturm, Ruger & Co buyer in Q4 2014 was Capital World Investors, an estimated $7.46M added.
  • The largest Sturm, Ruger & Co seller in Q4 2014 was Americafirst Capital Management, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2014.