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Sturm, Ruger & Co

232 hedge funds and large institutions have $815M invested in Sturm, Ruger & Co in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

15% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 66

3% more funds holding

Funds holding: 226232 (+6)

10% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $32.3M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $832M → $815M (-$17M)

2.69% less ownership

Funds ownership: 73.12%70.44% (-2.7%)

Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
76
Reduced
66
Closed
35
Calls
$35.5M
Puts
$32.3M
Net Calls
+$3.15M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$191M +$7.28M +105,700 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$122M +$5.05M +73,275 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$75M -$10.8M -156,158 -12%
State Street
4
State Street
Massachusetts
$34M +$1.12M +16,304 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$24.3M +$86.1K +1,250 +0.3%
Robeco Institutional Asset Management
6
Robeco Institutional Asset Management
Netherlands
$21.2M -$4.47M -64,909 -17%
Charles Schwab
7
Charles Schwab
California
$20.1M +$8.8M +127,832 +72%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$20M -$6.89M -100,101 -25%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$19.6M -$200K -2,904 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.6M +$2.12M +30,781 +12%
Invesco
11
Invesco
Georgia
$16.6M -$487K -7,067 -3%
Citadel Advisors
12
Citadel Advisors
Florida
$14.2M -$3.33M -48,401 -18%
Northern Trust
13
Northern Trust
Illinois
$13.5M -$692K -10,050 -5%
Norges Bank
14
Norges Bank
Norway
$12.4M -$3.14M -45,530 -20%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$9.63M +$4.49M +65,210 +81%
LSV Asset Management
16
LSV Asset Management
Illinois
$8.71M -$4.84M -70,285 -35%
Morgan Stanley
17
Morgan Stanley
New York
$8.68M -$350K -5,085 -4%
Principal Financial Group
18
Principal Financial Group
Iowa
$8.19M -$24.4K -354 -0.3%
Man Group
19
Man Group
United Kingdom
$7.63M -$580K -8,420 -7%
Ameriprise
20
Ameriprise
Minnesota
$7.37M +$1.14M +16,573 +17%
N
21
Nuveen
North Carolina
$6.95M +$2.21M +32,130 +44%
TC
22
Touchstone Capital
Pennsylvania
$6.79M +$125K +1,821 +2%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$6.08M -$9.68M -140,545 -60%
UBS Group
24
UBS Group
Switzerland
$6.06M +$570K +8,274 +10%
Goldman Sachs
25
Goldman Sachs
New York
$5.4M -$6.89M -100,127 -55%

RGR Hedge Fund Activity: Q1 2021 in Review

232 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q1 2021, worth a combined $815M — down 2% from $832M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new RGR positions and 35 closed out — a net gain of 8 holders — while 76 added to existing stakes and 66 trimmed.

The largest buyer was Charles Schwab, adding an estimated $8.8M. The largest seller was Renaissance Technologies, cutting an estimated $10.8M.

  • 232 institutional investors held Sturm, Ruger & Co (RGR) as of Q1 2021, up from 226 in Q4 2020.
  • Funds reported $815M of Sturm, Ruger & Co stock for Q1 2021, down 2% quarter-over-quarter.
  • 43 funds opened new Sturm, Ruger & Co positions in Q1 2021 and 35 closed out, a net change of +8 holders.
  • The largest Sturm, Ruger & Co buyer in Q1 2021 was Charles Schwab, an estimated $8.8M added.
  • The largest Sturm, Ruger & Co seller in Q1 2021 was Renaissance Technologies, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2021.