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Sturm, Ruger & Co

201 hedge funds and large institutions have $521M invested in Sturm, Ruger & Co in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

25% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $11.5M

10% more funds holding

Funds holding: 183201 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $525M → $521M (-$4.03M)

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

1.27% less ownership

Funds ownership: 65.2%63.93% (-1.3%)

Holders
201
Holders Change
+18
Holders Change %
+9.84%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
59
Reduced
60
Closed
20
Calls
$14.4M
Puts
$11.5M
Net Calls
+$2.93M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$139M -$3.3M -74,624 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.8M +$3.83M +86,532 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$41.6M -$2.41M -54,500 -6%
State Street
4
State Street
Massachusetts
$30.5M +$435K +9,846 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$17.7M +$583K +13,188 +4%
Charles Schwab
6
Charles Schwab
California
$14.3M -$11.4M -256,983 -45%
Morgan Stanley
7
Morgan Stanley
New York
$11.6M -$13.4M -302,829 -55%
American Century Companies
8
American Century Companies
Missouri
$11.3M -$599K -13,535 -5%
Goldman Sachs
9
Goldman Sachs
New York
$9.37M +$626K +14,166 +7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.96M +$459K +10,374 +6%
Northern Trust
11
Northern Trust
Illinois
$8.22M -$283K -6,397 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.95M -$43.4K -982 -0.6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.75M +$7.05M +159,492 +1,888%
Invesco
14
Invesco
Georgia
$7.37M +$672K +15,197 +11%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$5.84M +$322K +7,278 +6%
TC
16
Touchstone Capital
Pennsylvania
$5.22M -$324K -7,329 -6%
Norges Bank
17
Norges Bank
Norway
$4.72M -$771K -17,446 -15%
Citadel Advisors
18
Citadel Advisors
Florida
$4.27M +$2.43M +54,914 +146%
Principal Financial Group
19
Principal Financial Group
Iowa
$4.26M -$126K -2,839 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.06M +$954K +21,581 +33%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$3.22M +$3.08M +69,700 New
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$3.1M +$67.6K +1,529 +2%
N
23
Nuveen
North Carolina
$2.67M -$97.4K -2,203 -4%
Ameriprise
24
Ameriprise
Minnesota
$2.62M -$120K -2,705 -5%
Teacher Retirement System of Texas
25
Teacher Retirement System of Texas
Texas
$2.38M +$1.98M +44,855 +665%

RGR Hedge Fund Activity: Q1 2024 in Review

201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sturm, Ruger & Co (RGR) for Q1 2024, worth a combined $521M — down 0.77% from $525M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new RGR positions and 20 closed out — a net gain of 19 holders — while 59 added to existing stakes and 60 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $7.05M. The largest seller was Morgan Stanley, cutting an estimated $13.4M.

  • 201 institutional investors held Sturm, Ruger & Co (RGR) as of Q1 2024, up from 183 in Q4 2023.
  • Funds reported $521M of Sturm, Ruger & Co stock for Q1 2024, down 0.77% quarter-over-quarter.
  • 39 funds opened new Sturm, Ruger & Co positions in Q1 2024 and 20 closed out, a net change of +19 holders.
  • The largest Sturm, Ruger & Co buyer in Q1 2024 was Commonwealth Equity Services, an estimated $7.05M added.
  • The largest Sturm, Ruger & Co seller in Q1 2024 was Morgan Stanley, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2024.