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Sturm, Ruger & Co

208 hedge funds and large institutions have $610M invested in Sturm, Ruger & Co in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $12.5M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.05% less ownership

Funds ownership: 66.08%65.03% (-1%)

6% less funds holding

Funds holding: 222208 (-14)

9% less capital invested

Capital invested by funds: $670M → $610M (-$60M)

15% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 72

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
208
Holders Change
-14
Holders Change %
-6.31%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
61
Reduced
72
Closed
30
Calls
$19.2M
Puts
$12.5M
Net Calls
+$6.69M
Net Calls Change
+$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$159M +$1.34M +24,588 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$106M -$134K -2,464 -0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$49.3M +$906K +16,600 +2%
State Street
4
State Street
Massachusetts
$32.3M +$155K +2,836 +0.5%
Charles Schwab
5
Charles Schwab
California
$28.5M +$1.18M +21,617 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$19.5M +$750K +13,746 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$13.5M +$61.3K +1,123 +0.4%
First Trust Advisors
8
First Trust Advisors
Illinois
$13.2M -$1.38M -25,362 -9%
American Century Companies
9
American Century Companies
Missouri
$12.1M +$1.18M +21,665 +11%
Morgan Stanley
10
Morgan Stanley
New York
$11M -$636K -11,654 -5%
Northern Trust
11
Northern Trust
Illinois
$9.77M +$328K +6,017 +3%
Robeco Institutional Asset Management
12
Robeco Institutional Asset Management
Netherlands
$8.86M -$1.01M -18,489 -10%
Norges Bank
13
Norges Bank
Norway
$8.07M -$698K -12,800 -8%
Invesco
14
Invesco
Georgia
$7.46M -$976K -17,884 -11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.31M +$612K +11,215 +9%
TC
16
Touchstone Capital
Pennsylvania
$6.64M +$82K +1,504 +1%
Goldman Sachs
17
Goldman Sachs
New York
$6.62M -$5.81M -106,441 -46%
UBS Group
18
UBS Group
Switzerland
$6.53M -$876K -16,059 -12%
Principal Financial Group
19
Principal Financial Group
Iowa
$5.41M -$347K -6,357 -6%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$4.43M -$225K -4,120 -5%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$4.37M +$420K +7,708 +10%
Ameriprise
22
Ameriprise
Minnesota
$4.12M -$228K -4,182 -5%
Citadel Advisors
23
Citadel Advisors
Florida
$3.81M +$3.69M +67,719 +1,598%
Wells Fargo
24
Wells Fargo
California
$3.01M +$248K +4,545 +9%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.95M +$53.8K +987 +2%

RGR Hedge Fund Activity: Q2 2023 in Review

208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q2 2023, worth a combined $610M — down 9% from $670M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RGR and 17 opened new positions — a net loss of 13 holders — while 72 trimmed existing stakes and 61 added.

The largest buyer was Citadel Advisors, adding an estimated $3.69M. The largest seller was Goldman Sachs, cutting an estimated $5.81M.

  • 208 institutional investors held Sturm, Ruger & Co (RGR) as of Q2 2023, down from 222 in Q1 2023.
  • Funds reported $610M of Sturm, Ruger & Co stock for Q2 2023, down 9% quarter-over-quarter.
  • 17 funds opened new Sturm, Ruger & Co positions in Q2 2023 and 30 closed out, a net change of -13 holders.
  • The largest Sturm, Ruger & Co buyer in Q2 2023 was Citadel Advisors, an estimated $3.69M added.
  • The largest Sturm, Ruger & Co seller in Q2 2023 was Goldman Sachs, an estimated $5.81M sold.

Based on aggregated 13F filings for Q2 2023.