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Sturm, Ruger & Co

217 hedge funds and large institutions have $858M invested in Sturm, Ruger & Co in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $52.7M

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

1.67% more ownership

Funds ownership: 78.62%80.29% (+1.7%)

6% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 35

1% more funds holding

Funds holding: 215217 (+2)

18% less capital invested

Capital invested by funds: $1.04B → $858M (-$186M)

Holders
217
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
71
Reduced
63
Closed
35
Calls
$73.8M
Puts
$52.7M
Net Calls
+$21.1M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$168M -$3.17M -43,006 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$108M +$1.21M +16,423 +0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$100M -$1.19M -16,200 -1%
Goldman Sachs
4
Goldman Sachs
New York
$42.3M +$37.2M +503,982 +269%
State Street
5
State Street
Massachusetts
$31.4M -$114K -1,546 -0.3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$24.6M +$5.57M +75,590 +23%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$23.8M +$2.71M +36,790 +10%
Norges Bank
8
Norges Bank
Norway
$19.1M -$4.89M -66,328 -18%
Marshall Wace
9
Marshall Wace
United Kingdom
$17.3M +$4.39M +59,561 +27%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$16.4M +$3.12M +42,293 +19%
Invesco
11
Invesco
Georgia
$15.6M -$591K -8,011 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$15.5M +$11.2M +152,417 +150%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$15.2M -$13.3K -181 -0.1%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$15.1M +$3.75M +50,856 +26%
Citadel Advisors
15
Citadel Advisors
Florida
$14.7M +$10.3M +139,499 +138%
Northern Trust
16
Northern Trust
Illinois
$13.7M -$751K -10,192 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$13.1M +$300K +4,064 +2%
MWNA
18
Marshall Wace North America
New York
$11.3M +$1.32M +17,958 +11%
Charles Schwab
19
Charles Schwab
California
$11.3M -$1.19M -16,207 -8%
Man Group
20
Man Group
United Kingdom
$10.6M +$8.22M +111,560 +182%
Morgan Stanley
21
Morgan Stanley
New York
$8.24M -$1.07M -14,525 -10%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.65M -$117K -1,587 -1%
Wells Fargo
23
Wells Fargo
California
$7.02M -$453K -6,142 -5%
Ameriprise
24
Ameriprise
Minnesota
$6.79M +$186K +2,527 +2%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$6.3M -$2.19M -29,771 -22%

RGR Hedge Fund Activity: Q3 2020 in Review

217 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q3 2020, worth a combined $858M — down 18% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RGR positions and 35 closed out — a net gain of 2 holders — while 71 added to existing stakes and 63 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $37.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $27.2M sold.

  • 217 institutional investors held Sturm, Ruger & Co (RGR) as of Q3 2020, up from 215 in Q2 2020.
  • Funds reported $858M of Sturm, Ruger & Co stock for Q3 2020, down 18% quarter-over-quarter.
  • 37 funds opened new Sturm, Ruger & Co positions in Q3 2020 and 35 closed out, a net change of +2 holders.
  • The largest Sturm, Ruger & Co buyer in Q3 2020 was Goldman Sachs, an estimated $37.2M added.
  • The largest Sturm, Ruger & Co seller in Q3 2020 was Capital International Investors, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2020.