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Sturm, Ruger & Co

223 hedge funds and large institutions have $873M invested in Sturm, Ruger & Co in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

8% more funds holding

Funds holding: 207223 (+16)

4% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $12.9M

2% more capital invested

Capital invested by funds: $854M → $873M (+$19M)

7% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 60

3.76% less ownership

Funds ownership: 93.17%89.41% (-3.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
223
Holders Change
+16
Holders Change %
+7.73%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
56
Reduced
60
Closed
23
Calls
$13.4M
Puts
$12.9M
Net Calls
+$467K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$178M +$4.09M +70,081 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95.4M +$3.1M +53,185 +3%
Capital World Investors
3
Capital World Investors
California
$83.5M
LCOV
4
London Company of Virginia
Virginia
$58.5M -$2.4M -41,200 -4%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$48.6M +$36K +618 +0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$35.8M -$85.6K -1,468 -0.2%
State Street
7
State Street
Massachusetts
$24.8M +$407K +6,977 +2%
Renaissance Technologies
8
Renaissance Technologies
New York
$24.6M +$7.92M +135,800 +45%
Norges Bank
9
Norges Bank
Norway
$19.9M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$14.9M -$243K -4,170 -2%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$14.6M +$5.6M +95,983 +59%
Northern Trust
12
Northern Trust
Illinois
$12.8M +$123K +2,106 +0.9%
JIM
13
Jupiter Investment Management
United Kingdom
$12.7M +$616K +10,558 +5%
Goldman Sachs
14
Goldman Sachs
New York
$12M +$6.05M +103,738 +94%
Ameriprise
15
Ameriprise
Minnesota
$10.9M +$1.62M +27,723 +17%
TCM
16
Tributary Capital Management
Nebraska
$10.1M -$198K -3,392 -2%
Invesco
17
Invesco
Georgia
$9.97M -$24.1M -413,975 -70%
Charles Schwab
18
Charles Schwab
California
$9.86M +$934K +16,011 +10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$9.71M +$1.28M +21,904 +14%
Wells Fargo
20
Wells Fargo
California
$8.12M -$552K -9,466 -6%
Principal Financial Group
21
Principal Financial Group
Iowa
$7.61M +$136K +2,324 +2%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$7.36M -$3.1M -53,158 -29%
MWNA
23
Marshall Wace North America
New York
$7.3M -$1.29M -22,199 -15%
Bank of America
24
Bank of America
North Carolina
$5.91M -$656K -11,253 -10%
Morgan Stanley
25
Morgan Stanley
New York
$5.39M +$447K +7,664 +9%

RGR Hedge Fund Activity: Q2 2018 in Review

223 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q2 2018, worth a combined $873M — up 2.2% from $854M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RGR positions and 23 closed out — a net gain of 16 holders — while 56 added to existing stakes and 60 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $7.92M. The largest seller was Invesco, cutting an estimated $24.1M.

  • 223 institutional investors held Sturm, Ruger & Co (RGR) as of Q2 2018, up from 207 in Q1 2018.
  • Funds reported $873M of Sturm, Ruger & Co stock for Q2 2018, up 2.2% quarter-over-quarter.
  • 39 funds opened new Sturm, Ruger & Co positions in Q2 2018 and 23 closed out, a net change of +16 holders.
  • The largest Sturm, Ruger & Co buyer in Q2 2018 was Renaissance Technologies, an estimated $7.92M added.
  • The largest Sturm, Ruger & Co seller in Q2 2018 was Invesco, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2018.