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Sturm, Ruger & Co

215 hedge funds and large institutions have $1.04B invested in Sturm, Ruger & Co in 2020 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 60 increasing their positions, 48 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $78.5M | Put options by funds: $28.6M

150% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 28

66% more capital invested

Capital invested by funds: $628M → $1.04B (+$416M)

25% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 48

24% more funds holding

Funds holding: 173215 (+42)

7.93% more ownership

Funds ownership: 70.69%78.62% (+7.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
215
Holders Change
+42
Holders Change %
+24.28%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
70
Increased
60
Reduced
48
Closed
28
Calls
$78.5M
Puts
$28.6M
Net Calls
+$49.9M
Net Calls Change
+$37.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$212M +$5.79M +95,336 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$133M -$1.68M -27,657 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$126M +$13.5M +221,500 +15%
State Street
4
State Street
Massachusetts
$39.2M -$58.6K -965 -0.2%
Norges Bank
5
Norges Bank
Norway
$28.7M +$979K +16,114 +4%
Capital International Investors
6
Capital International Investors
California
$27.2M
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$26.8M +$21.4M +352,756 New
Wellington Management Group
8
Wellington Management Group
Massachusetts
$24.9M +$1.44M +23,709 +8%
Invesco
9
Invesco
Georgia
$20M +$13.3M +219,674 +507%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.8M +$80.9K +1,331 +0.5%
Northern Trust
11
Northern Trust
Illinois
$17.8M +$354K +5,830 +3%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$17.2M +$12.1M +199,487 +735%
Marshall Wace
13
Marshall Wace
United Kingdom
$17M +$13.6M +223,943 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$15.9M +$46.2K +761 +0.4%
Charles Schwab
15
Charles Schwab
California
$15.2M -$1.72M -28,235 -12%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$14.9M +$11.9M +196,021 New
N
17
Nuveen
North Carolina
$14.3M +$6.83M +112,465 +149%
Goldman Sachs
18
Goldman Sachs
New York
$14.2M +$2.61M +43,016 +30%
MWNA
19
Marshall Wace North America
New York
$12.7M +$10.2M +167,438 New
Morgan Stanley
20
Morgan Stanley
New York
$11.3M -$894K -14,710 -9%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$10.1M +$5.73M +94,245 +244%
Principal Financial Group
22
Principal Financial Group
Iowa
$9.63M +$43.3K +713 +0.6%
Deutsche Bank
23
Deutsche Bank
Germany
$9.39M +$5.81M +95,633 +342%
Wells Fargo
24
Wells Fargo
California
$9.19M +$3.14M +51,606 +75%
WG
25
Winton Group
United Kingdom
$8.9M -$4.29M -70,561 -38%

RGR Hedge Fund Activity: Q2 2020 in Review

215 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q2 2020, worth a combined $1.04B — up 66% from $628M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new RGR positions and 28 closed out — a net gain of 42 holders — while 60 added to existing stakes and 48 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $21.4M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $17.1M sold.

  • 215 institutional investors held Sturm, Ruger & Co (RGR) as of Q2 2020, up from 173 in Q1 2020.
  • Funds reported $1.04B of Sturm, Ruger & Co stock for Q2 2020, up 66% quarter-over-quarter.
  • 70 funds opened new Sturm, Ruger & Co positions in Q2 2020 and 28 closed out, a net change of +42 holders.
  • The largest Sturm, Ruger & Co buyer in Q2 2020 was Robeco Institutional Asset Management, an estimated $21.4M added.
  • The largest Sturm, Ruger & Co seller in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2020.