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Sturm, Ruger & Co

222 hedge funds and large institutions have $670M invested in Sturm, Ruger & Co in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $605M → $670M (+$65.2M)

3% more funds holding

Funds holding: 215222 (+7)

7% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $14.3M

4% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 67.36%66.08% (-1.3%)

Holders
222
Holders Change
+7
Holders Change %
+3.26%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
73
Reduced
70
Closed
22
Calls
$15.3M
Puts
$14.3M
Net Calls
+$994K
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$172M -$2.93M -52,631 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$115M +$700K +12,552 +0.6%
Renaissance Technologies
3
Renaissance Technologies
New York
$52.5M -$173K -3,100 -0.3%
State Street
4
State Street
Massachusetts
$34.9M +$1.05M +18,791 +3%
Charles Schwab
5
Charles Schwab
California
$29.6M -$542K -9,715 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$20.4M +$442K +7,921 +2%
First Trust Advisors
7
First Trust Advisors
Illinois
$15.8M +$4.58M +82,171 +43%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$14.6M -$130K -2,329 -0.9%
Goldman Sachs
9
Goldman Sachs
New York
$13.3M +$1.62M +29,132 +14%
Morgan Stanley
10
Morgan Stanley
New York
$12.6M +$1.48M +26,624 +14%
American Century Companies
11
American Century Companies
Missouri
$11.6M +$1.64M +29,472 +17%
Robeco Institutional Asset Management
12
Robeco Institutional Asset Management
Netherlands
$10.7M -$1.27M -22,866 -11%
Northern Trust
13
Northern Trust
Illinois
$10.2M -$24.9K -446 -0.2%
Norges Bank
14
Norges Bank
Norway
$9.48M +$108K +1,932 +1%
Invesco
15
Invesco
Georgia
$9.12M -$1.47M -26,377 -14%
UBS Group
16
UBS Group
Switzerland
$8.01M +$2.2M +39,542 +40%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.28M +$3.05M +54,655 +76%
TC
18
Touchstone Capital
Pennsylvania
$7.12M +$232K +4,163 +3%
Principal Financial Group
19
Principal Financial Group
Iowa
$6.23M -$157K -2,823 -3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$5.04M -$94.7K -1,698 -2%
Ameriprise
21
Ameriprise
Minnesota
$4.71M -$66.9K -1,200 -1%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$4.46M -$713K -12,785 -14%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$4.3M +$524K +9,397 +14%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.14M +$1.18M +21,191 +63%
Wells Fargo
25
Wells Fargo
California
$3.01M +$165K +2,956 +6%

RGR Hedge Fund Activity: Q1 2023 in Review

222 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q1 2023, worth a combined $670M — up 11% from $605M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RGR positions and 22 closed out — a net gain of 8 holders — while 73 added to existing stakes and 70 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $4.58M. The largest seller was Victory Capital Management, cutting an estimated $13.7M.

  • 222 institutional investors held Sturm, Ruger & Co (RGR) as of Q1 2023, up from 215 in Q4 2022.
  • Funds reported $670M of Sturm, Ruger & Co stock for Q1 2023, up 11% quarter-over-quarter.
  • 30 funds opened new Sturm, Ruger & Co positions in Q1 2023 and 22 closed out, a net change of +8 holders.
  • The largest Sturm, Ruger & Co buyer in Q1 2023 was First Trust Advisors, an estimated $4.58M added.
  • The largest Sturm, Ruger & Co seller in Q1 2023 was Victory Capital Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2023.