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Sturm, Ruger & Co

159 hedge funds and large institutions have $692M invested in Sturm, Ruger & Co in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $604M → $692M (+$88.8M)

6% more funds holding

Funds holding: 150159 (+9)

3% more call options, than puts

Call options by funds: $24.5M | Put options by funds: $23.9M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.42% less ownership

Funds ownership: 65.27%63.84% (-1.4%)

26% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 61

Holders
159
Holders Change
+9
Holders Change %
+6%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
45
Reduced
61
Closed
16
Calls
$24.5M
Puts
$23.9M
Net Calls
+$604K
Net Calls Change
-$748K
Name Holding Trade Value Shares
Change
Change in
Stake
LCOV
1
London Company of Virginia
Virginia
$137M -$1.03M -18,874 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$78M +$1.68M +30,809 +2%
BFA
3
BlackRock Fund Advisors
California
$69.2M -$1.98M -36,403 -3%
FMI
4
Fiduciary Management Inc
Wisconsin
$36.6M -$633K -11,632 -2%
Capital World Investors
5
Capital World Investors
California
$36.5M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$25.9M -$27.9K -512 -0.1%
BIT
7
BlackRock Institutional Trust
California
$25.5M -$1.88M -34,583 -7%
MDCM
8
Morgan Dempsey Capital Management
Wisconsin
$21.1M -$1.06M -19,417 -5%
State Street
9
State Street
Massachusetts
$20.4M -$886K -16,281 -4%
Morgan Stanley
10
Morgan Stanley
New York
$17.7M +$4.11M +75,574 +33%
Ameriprise
11
Ameriprise
Minnesota
$16.7M +$5.21M +95,726 +49%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$14.6M -$975K -17,911 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$13.8M -$149K -2,732 -1%
Northern Trust
14
Northern Trust
Illinois
$12.9M -$237K -4,344 -2%
MAA
15
Managed Account Advisors
New Jersey
$10.3M -$113K -2,069 -1%
Deutsche Bank
16
Deutsche Bank
Germany
$9.79M +$5.35M +98,229 +136%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$8.92M -$272K -5,002 -3%
Norges Bank
18
Norges Bank
Norway
$6.84M +$1.82M +33,417 +39%
Principal Financial Group
19
Principal Financial Group
Iowa
$6.61M -$52.7K -968 -0.8%
M&T Bank
20
M&T Bank
New York
$6.43M -$46.4K -853 -0.8%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$6.32M +$120K +2,206 +2%
TCIM
22
TIAA CREF Investment Management
New York
$5.51M +$1.56M +28,630 +42%
Charles Schwab
23
Charles Schwab
California
$4.58M +$429K +7,879 +11%
BIM
24
BlackRock Investment Management
Delaware
$4.12M +$423K +7,775 +12%
Prudential Financial
25
Prudential Financial
New Jersey
$3.69M +$169K +3,100 +5%

RGR Hedge Fund Activity: Q2 2015 in Review

159 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q2 2015, worth a combined $692M — up 15% from $604M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RGR positions and 16 closed out — a net gain of 10 holders — while 45 added to existing stakes and 61 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $5.35M. The largest seller was Prentiss Smith & Co, exiting entirely with an estimated $6.09M sold.

  • 159 institutional investors held Sturm, Ruger & Co (RGR) as of Q2 2015, up from 150 in Q1 2015.
  • Funds reported $692M of Sturm, Ruger & Co stock for Q2 2015, up 15% quarter-over-quarter.
  • 26 funds opened new Sturm, Ruger & Co positions in Q2 2015 and 16 closed out, a net change of +10 holders.
  • The largest Sturm, Ruger & Co buyer in Q2 2015 was Deutsche Bank, an estimated $5.35M added.
  • The largest Sturm, Ruger & Co seller in Q2 2015 was Prentiss Smith & Co, an estimated $6.09M sold.

Based on aggregated 13F filings for Q2 2015.