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Sturm, Ruger & Co

206 hedge funds and large institutions have $863M invested in Sturm, Ruger & Co in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

12% more capital invested

Capital invested by funds: $767M → $863M (+$95.6M)

4.61% more ownership

Funds ownership: 84.06%88.67% (+4.6%)

3% more funds holding

Funds holding: 200206 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

6% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $17.8M

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
63
Reduced
64
Closed
35
Calls
$16.8M
Puts
$17.8M
Net Calls
-$1.07M
Net Calls Change
+$8.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$165M +$4.45M +85,318 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.7M +$1.9M +36,417 +2%
Capital World Investors
3
Capital World Investors
California
$83.2M
LCOV
4
London Company of Virginia
Virginia
$75.7M -$8.22M -157,555 -10%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$43.4M +$15.2M +291,499 +60%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$36.1M -$655K -12,559 -2%
Invesco
7
Invesco
Georgia
$31.9M -$504K -9,666 -2%
State Street
8
State Street
Massachusetts
$23.9M +$963K +18,444 +5%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$21.6M +$15.3M +293,208 +316%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$19.9M +$18.6M +356,021 New
ACA
11
Abdiel Capital Advisors
New York
$16.8M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$15M -$3.88M -74,414 -22%
TCM
13
Tributary Capital Management
Nebraska
$12.9M -$385K -7,371 -3%
Northern Trust
14
Northern Trust
Illinois
$12.8M -$411K -7,882 -3%
Renaissance Technologies
15
Renaissance Technologies
New York
$11.6M +$4.23M +81,100 +64%
Norges Bank
16
Norges Bank
Norway
$9.72M +$2.89M +55,357 +47%
Wells Fargo
17
Wells Fargo
California
$8.45M +$1.31M +25,187 +20%
Charles Schwab
18
Charles Schwab
California
$8.36M +$1.11M +21,356 +17%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$8.3M -$2.19K -42 -0%
Principal Financial Group
20
Principal Financial Group
Iowa
$7.36M -$102K -1,959 -1%
Bank of America
21
Bank of America
North Carolina
$7.2M -$4.62M -88,481 -41%
MDCM
22
Morgan Dempsey Capital Management
Wisconsin
$6.44M -$218K -4,182 -3%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$6.43M +$5.11M +97,868 +587%
Ameriprise
24
Ameriprise
Minnesota
$6.06M -$131K -2,519 -2%
Goldman Sachs
25
Goldman Sachs
New York
$5.76M -$719K -13,781 -12%

RGR Hedge Fund Activity: Q4 2017 in Review

206 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q4 2017, worth a combined $863M — up 12% from $767M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new RGR positions and 35 closed out — a net gain of 7 holders — while 63 added to existing stakes and 64 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $18.6M. The largest seller was London Company of Virginia, cutting an estimated $8.22M.

  • 206 institutional investors held Sturm, Ruger & Co (RGR) as of Q4 2017, up from 200 in Q3 2017.
  • Funds reported $863M of Sturm, Ruger & Co stock for Q4 2017, up 12% quarter-over-quarter.
  • 42 funds opened new Sturm, Ruger & Co positions in Q4 2017 and 35 closed out, a net change of +7 holders.
  • The largest Sturm, Ruger & Co buyer in Q4 2017 was Balyasny Asset Management, an estimated $18.6M added.
  • The largest Sturm, Ruger & Co seller in Q4 2017 was London Company of Virginia, an estimated $8.22M sold.

Based on aggregated 13F filings for Q4 2017.