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Sturm, Ruger & Co

209 hedge funds and large institutions have $1.01B invested in Sturm, Ruger & Co in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $15.1M

16% more capital invested

Capital invested by funds: $873M → $1.01B (+$137M)

1% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 71

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.49% less ownership

Funds ownership: 89.41%83.91% (-5.5%)

6% less funds holding

Funds holding: 223209 (-14)

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

Holders
209
Holders Change
-14
Holders Change %
-6.28%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
72
Reduced
71
Closed
35
Calls
$26.1M
Puts
$15.1M
Net Calls
+$11.1M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$221M +$1.46M +24,072 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M +$2.23M +36,905 +2%
Capital International Investors
3
Capital International Investors
California
$89.1M +$78.1M +1,290,248 New
LCOV
4
London Company of Virginia
Virginia
$64.4M -$6.83M -112,791 -11%
Renaissance Technologies
5
Renaissance Technologies
New York
$50.5M +$17.7M +292,000 +67%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$37.2M -$19.9M -329,309 -38%
State Street
7
State Street
Massachusetts
$32.1M +$1.39M +22,949 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$26.4M -$15.6M -257,516 -40%
Norges Bank
9
Norges Bank
Norway
$24.6M
Goldman Sachs
10
Goldman Sachs
New York
$20.2M +$4.69M +77,482 +36%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$19.6M +$1.1M +18,170 +7%
Northern Trust
12
Northern Trust
Illinois
$16.2M +$328K +5,426 +2%
Ameriprise
13
Ameriprise
Minnesota
$13.2M -$230K -3,808 -2%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$12.5M -$4.73M -78,106 -30%
Charles Schwab
15
Charles Schwab
California
$12.5M +$323K +5,331 +3%
TCM
16
Tributary Capital Management
Nebraska
$12.5M +$2.06K +34 +0%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$12.5M +$423K +6,995 +4%
Wells Fargo
18
Wells Fargo
California
$10.1M +$65.9K +1,089 +0.8%
Principal Financial Group
19
Principal Financial Group
Iowa
$9.96M +$507K +8,370 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$8.22M +$2.31M +38,098 +47%
AllianceBernstein
21
AllianceBernstein
Tennessee
$7.13M +$2.45M +40,419 +64%
Bank of America
22
Bank of America
North Carolina
$7.08M -$182K -3,003 -3%
LSV Asset Management
23
LSV Asset Management
Illinois
$6.79M +$1.42M +23,400 +31%
JIM
24
Jupiter Investment Management
United Kingdom
$6.5M -$8.04M -132,892 -59%
Morgan Stanley
25
Morgan Stanley
New York
$6.45M -$171K -2,822 -3%

RGR Hedge Fund Activity: Q3 2018 in Review

209 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q3 2018, worth a combined $1.01B — up 16% from $873M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of RGR and 22 opened new positions — a net loss of 13 holders — while 71 trimmed existing stakes and 72 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $78.1M. The largest seller was Capital World Investors, exiting entirely with an estimated $83.5M sold.

  • 209 institutional investors held Sturm, Ruger & Co (RGR) as of Q3 2018, down from 223 in Q2 2018.
  • Funds reported $1.01B of Sturm, Ruger & Co stock for Q3 2018, up 16% quarter-over-quarter.
  • 22 funds opened new Sturm, Ruger & Co positions in Q3 2018 and 35 closed out, a net change of -13 holders.
  • The largest Sturm, Ruger & Co buyer in Q3 2018 was Capital International Investors, an estimated $78.1M added.
  • The largest Sturm, Ruger & Co seller in Q3 2018 was Capital World Investors, an estimated $83.5M sold.

Based on aggregated 13F filings for Q3 2018.