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Sturm, Ruger & Co

183 hedge funds and large institutions have $525M invested in Sturm, Ruger & Co in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $7.62M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

0.38% less ownership

Funds ownership: 65.58%65.2% (-0.38%)

12% less funds holding

Funds holding: 208183 (-25)

13% less capital invested

Capital invested by funds: $606M → $525M (-$80.6M)

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

Holders
183
Holders Change
-25
Holders Change %
-12.02%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
61
Reduced
61
Closed
35
Calls
$13.6M
Puts
$7.62M
Net Calls
+$6M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$140M +$6.37M +132,663 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.4M +$1.72M +35,815 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$43.5M +$394K +8,200 +0.9%
State Street
4
State Street
Massachusetts
$29.6M +$3.24M +67,397 +12%
Charles Schwab
5
Charles Schwab
California
$25.8M +$259K +5,400 +1%
Morgan Stanley
6
Morgan Stanley
New York
$25.2M +$12.7M +265,279 +92%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$16.8M -$553K -11,515 -3%
American Century Companies
8
American Century Companies
Missouri
$11.7M +$699K +14,564 +6%
Goldman Sachs
9
Goldman Sachs
New York
$8.59M +$4.93M +102,668 +119%
Northern Trust
10
Northern Trust
Illinois
$8.38M +$96.3K +2,006 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.35M -$3.05M -63,576 -26%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.88M +$1.63M +33,923 +24%
Invesco
13
Invesco
Georgia
$6.57M +$428K +8,924 +7%
TC
14
Touchstone Capital
Pennsylvania
$5.48M -$242K -5,043 -4%
Norges Bank
15
Norges Bank
Norway
$5.44M -$663K -13,807 -10%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$5.42M +$795K +16,553 +16%
Robeco Institutional Asset Management
17
Robeco Institutional Asset Management
Netherlands
$4.93M -$2.63M -54,885 -34%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.32M -$86.6K -1,803 -2%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$3.16M +$2.92M +60,888 +708%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.01M +$708K +14,742 +29%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$2.98M -$1.51M -31,554 -32%
N
22
Nuveen
North Carolina
$2.73M +$213K +4,436 +8%
Ameriprise
23
Ameriprise
Minnesota
$2.7M -$633K -13,192 -18%
Legal & General Group
24
Legal & General Group
United Kingdom
$2.24M -$25.6K -533 -1%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.89M -$64K -1,334 -3%

RGR Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q4 2023, worth a combined $525M — down 13% from $606M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of RGR and 14 opened new positions — a net loss of 21 holders — while 61 trimmed existing stakes and 61 added.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was First Trust Advisors, exiting entirely with an estimated $15.5M sold.

  • 183 institutional investors held Sturm, Ruger & Co (RGR) as of Q4 2023, down from 208 in Q3 2023.
  • Funds reported $525M of Sturm, Ruger & Co stock for Q4 2023, down 13% quarter-over-quarter.
  • 14 funds opened new Sturm, Ruger & Co positions in Q4 2023 and 35 closed out, a net change of -21 holders.
  • The largest Sturm, Ruger & Co buyer in Q4 2023 was Morgan Stanley, an estimated $12.7M added.
  • The largest Sturm, Ruger & Co seller in Q4 2023 was First Trust Advisors, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2023.