We are live on ! Find out more
RGR icon

Sturm, Ruger & Co

150 hedge funds and large institutions have $604M invested in Sturm, Ruger & Co in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more capital invested

Capital invested by funds: $462M → $604M (+$142M)

9% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $15.9M

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 152150 (-2)

3.44% less ownership

Funds ownership: 68.71%65.27% (-3.4%)

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

Holders
150
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
49
Reduced
55
Closed
28
Calls
$17.2M
Puts
$15.9M
Net Calls
+$1.35M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LCOV
1
London Company of Virginia
Virginia
$119M +$8.4M +187,335 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.9M +$1.21M +26,900 +2%
BFA
3
BlackRock Fund Advisors
California
$61.6M +$2.99M +66,654 +6%
FMI
4
Fiduciary Management Inc
Wisconsin
$32.2M -$237K -5,295 -0.8%
Capital World Investors
5
Capital World Investors
California
$31.5M +$323K +7,209 +1%
BIT
6
BlackRock Institutional Trust
California
$23.7M -$8.96K -200 -0%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$22.4M
MDCM
8
Morgan Dempsey Capital Management
Wisconsin
$19.2M -$413K -9,211 -2%
State Street
9
State Street
Massachusetts
$18.5M +$353K +7,872 +2%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$13.5M -$596K -13,300 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$12.1M -$3.3M -73,637 -23%
Morgan Stanley
12
Morgan Stanley
New York
$11.5M +$8.9M +198,590 +586%
Northern Trust
13
Northern Trust
Illinois
$11.3M +$18K +402 +0.2%
Ameriprise
14
Ameriprise
Minnesota
$9.67M +$1.22M +27,307 +16%
MAA
15
Managed Account Advisors
New Jersey
$9.02M +$1.49M +33,266 +22%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$7.95M +$4.99M +111,392 +228%
PSC
17
Prentiss Smith & Co
Vermont
$6.09M +$5.5M +122,791 New
Principal Financial Group
18
Principal Financial Group
Iowa
$5.76M -$63.4K -1,415 -1%
M&T Bank
19
M&T Bank
New York
$5.6M -$14.4K -321 -0.3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$5.35M +$88.1K +1,966 +2%
First Trust Advisors
21
First Trust Advisors
Illinois
$4.83M +$3.99M +88,983 +1,056%
Norges Bank
22
Norges Bank
Norway
$4.25M -$2.4M -53,489 -38%
Goldman Sachs
23
Goldman Sachs
New York
$4.01M -$2.97M -66,172 -45%
Deutsche Bank
24
Deutsche Bank
Germany
$3.58M +$212K +4,733 +7%
Charles Schwab
25
Charles Schwab
California
$3.56M +$401K +8,942 +14%

RGR Hedge Fund Activity: Q1 2015 in Review

150 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q1 2015, worth a combined $604M — up 31% from $462M a quarter earlier.

Fund positioning in RGR was balanced in Q1 2015: 28 funds opened new positions, 28 closed out, 49 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.9M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $32.7M sold.

  • 150 institutional investors held Sturm, Ruger & Co (RGR) as of Q1 2015, down from 152 in Q4 2014.
  • Funds reported $604M of Sturm, Ruger & Co stock for Q1 2015, up 31% quarter-over-quarter.
  • 28 funds opened new Sturm, Ruger & Co positions in Q1 2015 and 28 closed out, a net change of 0 holders.
  • The largest Sturm, Ruger & Co buyer in Q1 2015 was Morgan Stanley, an estimated $8.9M added.
  • The largest Sturm, Ruger & Co seller in Q1 2015 was Allianz Asset Management, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2015.