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Sturm, Ruger & Co

220 hedge funds and large institutions have $720M invested in Sturm, Ruger & Co in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.81M

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

5% more funds holding

Funds holding: 209220 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.4% less ownership

Funds ownership: 83.91%77.51% (-6.4%)

20% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 65

29% less capital invested

Capital invested by funds: $1.01B → $720M (-$290M)

Holders
220
Holders Change
+11
Holders Change %
+5.26%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
52
Reduced
65
Closed
31
Calls
$11.3M
Puts
$5.81M
Net Calls
+$5.54M
Net Calls Change
-$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$169M -$1.59M -27,578 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95.2M +$2.78M +48,120 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$59M +$21.8M +377,100 +52%
LCOV
4
London Company of Virginia
Virginia
$43.9M -$6.2M -107,447 -12%
State Street
5
State Street
Massachusetts
$24.4M -$402K -6,968 -1%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$23.4M -$5.72M -99,161 -18%
Capital International Investors
7
Capital International Investors
California
$19M -$53.8M -932,460 -72%
Norges Bank
8
Norges Bank
Norway
$19M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.8M -$1.38M -23,860 -8%
Goldman Sachs
10
Goldman Sachs
New York
$12.3M -$3.51M -60,828 -21%
Northern Trust
11
Northern Trust
Illinois
$12.3M -$219K -3,801 -2%
Morgan Stanley
12
Morgan Stanley
New York
$10.7M +$6.17M +106,968 +115%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$10.6M +$1.1M +19,044 +11%
Ameriprise
14
Ameriprise
Minnesota
$9.83M -$388K -6,733 -4%
TCM
15
Tributary Capital Management
Nebraska
$9.66M +$60.3K +1,046 +0.6%
Charles Schwab
16
Charles Schwab
California
$9.51M -$157K -2,722 -2%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$8.87M +$9.62M +166,700 New
Russell Investments Group
18
Russell Investments Group
United Kingdom
$8.51M -$1.26M -21,836 -12%
Wells Fargo
19
Wells Fargo
California
$7.88M +$112K +1,936 +1%
Principal Financial Group
20
Principal Financial Group
Iowa
$7.54M -$147K -2,542 -2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$7.35M -$14.1M -243,651 -64%
Millennium Management
22
Millennium Management
New York
$5.98M +$3.33M +57,707 +106%
Citadel Advisors
23
Citadel Advisors
Florida
$5.61M -$787K -13,648 -11%
AQR Capital Management
24
AQR Capital Management
Connecticut
$5.38M +$2.02M +35,080 +53%
Bank of America
25
Bank of America
North Carolina
$4.5M -$1.04M -17,975 -18%

RGR Hedge Fund Activity: Q4 2018 in Review

220 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q4 2018, worth a combined $720M — down 29% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new RGR positions and 31 closed out — a net gain of 13 holders — while 52 added to existing stakes and 65 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $21.8M. The largest seller was Capital International Investors, cutting an estimated $53.8M.

  • 220 institutional investors held Sturm, Ruger & Co (RGR) as of Q4 2018, up from 209 in Q3 2018.
  • Funds reported $720M of Sturm, Ruger & Co stock for Q4 2018, down 29% quarter-over-quarter.
  • 44 funds opened new Sturm, Ruger & Co positions in Q4 2018 and 31 closed out, a net change of +13 holders.
  • The largest Sturm, Ruger & Co buyer in Q4 2018 was Renaissance Technologies, an estimated $21.8M added.
  • The largest Sturm, Ruger & Co seller in Q4 2018 was Capital International Investors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q4 2018.