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Sturm, Ruger & Co

169 hedge funds and large institutions have $599M invested in Sturm, Ruger & Co in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $544M → $599M (+$54.9M)

0% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 52

1.67% less ownership

Funds ownership: 74.48%72.81% (-1.7%)

7% less funds holding

Funds holding: 182169 (-13)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

60% less call options, than puts

Call options by funds: $5.61M | Put options by funds: $13.9M

Holders
169
Holders Change
-13
Holders Change %
-7.14%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
52
Reduced
52
Closed
24
Calls
$5.61M
Puts
$13.9M
Net Calls
-$8.28M
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$135M +$5.82M +128,302 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$78.8M -$1.46M -32,189 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$65.9M -$245K -5,400 -0.4%
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$27.4M -$2.85M -62,771 -10%
State Street
5
State Street
Massachusetts
$23.4M +$1.28M +28,159 +6%
Capital International Investors
6
Capital International Investors
California
$16.8M
Norges Bank
7
Norges Bank
Norway
$16.5M -$249K -5,484 -2%
LCOV
8
London Company of Virginia
Virginia
$16.5M -$86.5K -1,907 -0.5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$13.5M +$1.72M +38,019 +15%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$11.7M +$1.46M +32,284 +15%
WG
11
Winton Group
United Kingdom
$11.1M +$8.6M +189,682 +404%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$11M +$61.7K +1,361 +0.6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.9M -$1.36M -30,021 -11%
Northern Trust
14
Northern Trust
Illinois
$10.7M -$236K -5,200 -2%
Charles Schwab
15
Charles Schwab
California
$10M +$418K +9,214 +5%
Morgan Stanley
16
Morgan Stanley
New York
$8.72M +$818K +18,044 +11%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$8.34M -$551K -12,148 -6%
CCPM
18
Cooper Creek Partners Management
New York
$7.72M +$1.81M +39,835 +32%
Goldman Sachs
19
Goldman Sachs
New York
$6.86M +$1.77M +39,071 +37%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$6.47M -$2.72M -60,047 -30%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.17M +$9.93K +219 +0.2%
Two Sigma Investments
22
Two Sigma Investments
New York
$5.76M +$4.88M +107,564 +725%
Ameriprise
23
Ameriprise
Minnesota
$5.14M -$150K -3,298 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$4.57M -$1.27M -28,109 -22%
N
25
Nuveen
North Carolina
$3.59M +$18.2K +401 +0.5%

RGR Hedge Fund Activity: Q4 2019 in Review

169 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q4 2019, worth a combined $599M — up 10% from $544M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RGR and 16 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 52 added.

The largest buyer was Winton Group, adding an estimated $8.6M. The largest seller was Invesco, cutting an estimated $17M.

  • 169 institutional investors held Sturm, Ruger & Co (RGR) as of Q4 2019, down from 182 in Q3 2019.
  • Funds reported $599M of Sturm, Ruger & Co stock for Q4 2019, up 10% quarter-over-quarter.
  • 16 funds opened new Sturm, Ruger & Co positions in Q4 2019 and 24 closed out, a net change of -8 holders.
  • The largest Sturm, Ruger & Co buyer in Q4 2019 was Winton Group, an estimated $8.6M added.
  • The largest Sturm, Ruger & Co seller in Q4 2019 was Invesco, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2019.