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Stoneridge

149 hedge funds and large institutions have $461M invested in Stoneridge in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

31% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 45

5% more capital invested

Capital invested by funds: $437M → $461M (+$23.4M)

3% more funds holding

Funds holding: 145149 (+4)

2.34% more ownership

Funds ownership: 88.83%91.17% (+2.3%)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
59
Reduced
45
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.87M +$761K +43,248 +19%
MCM
27
McKinley Capital Management
Alaska
$4.54M +$2.5K +142 +0.1%
HA
28
Heartland Advisors
Wisconsin
$4.54M -$880K -50,000 -17%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$4.44M +$147K +8,355 +4%
GF
30
Gabelli Funds
New York
$3.63M
PAM
31
Panagora Asset Management
Massachusetts
$3.59M +$656K +37,293 +23%
Allianz Asset Management
32
Allianz Asset Management
Germany
$3.47M -$136K -7,740 -4%
CCMH
33
Cornerstone Capital Management Holdings
New York
$3.25M -$6.85K -389 -0.2%
RCM
34
Rutabaga Capital Management
Massachusetts
$3.2M -$2.26M -128,254 -42%
OAM
35
Oxford Asset Management
United Kingdom
$3.1M -$823K -46,751 -21%
NFA
36
Nationwide Fund Advisors
Ohio
$3.1M +$561K +31,896 +23%
Prudential Financial
37
Prudential Financial
New Jersey
$2.95M +$1.11M +63,200 +64%
Invesco
38
Invesco
Georgia
$2.81M -$788K -44,778 -22%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$2.8M +$683K +38,823 +34%
QI
40
QS Investors
New York
$2.74M -$9.05K -514 -0.3%
HNB
41
Huntington National Bank
Ohio
$2.72M -$188K -10,655 -7%
Goldman Sachs
42
Goldman Sachs
New York
$2.63M +$2.02M +114,786 +382%
TCIM
43
TIAA CREF Investment Management
New York
$2.41M +$465K +26,444 +25%
MAM
44
Martingale Asset Management
Massachusetts
$2.19M +$2.12M +120,528 New
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$2.18M -$172K -9,800 -8%
Morgan Stanley
46
Morgan Stanley
New York
$2.16M +$30.4K +1,725 +1%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.12M
Axa
48
Axa
France
$2.1M
PCM
49
Perritt Capital Management
Illinois
$2.09M
Charles Schwab
50
Charles Schwab
California
$2.03M +$99.3K +5,643 +5%