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Stoneridge

117 hedge funds and large institutions have $539M invested in Stoneridge in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

50% more call options, than puts

Call options by funds: $18K | Put options by funds: $12K

6% more capital invested

Capital invested by funds: $510M → $539M (+$28.9M)

4% more funds holding

Funds holding: 113117 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.69% less ownership

Funds ownership: 98.34%97.65% (-0.69%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
43
Closed
5
Calls
$18K
Puts
$12K
Net Calls
+$6K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
DGI
26
Disciplined Growth Investors
Minnesota
$4.44M +$26.5K +1,308 +0.6%
GI
27
GAMCO Investors
Connecticut
$4.36M -$122K -6,000 -3%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$4.36M +$2.44M +120,144 +124%
SFM
29
Systematic Financial Management
New Jersey
$4.13M -$76.9K -3,790 -2%
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$4.03M +$77.1K +3,800 +2%
GIM
31
Granahan Investment Management
Massachusetts
$3.89M -$3.31M -163,130 -46%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$3.86M -$2.87M -141,299 -42%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$3.12M -$608K -29,980 -16%
Ameriprise
34
Ameriprise
Minnesota
$3.09M -$285K -14,039 -8%
GC
35
Guggenheim Capital
Illinois
$2.82M -$5.99K -295 -0.2%
Morgan Stanley
36
Morgan Stanley
New York
$2.82M +$108K +5,301 +4%
RC
37
Roubaix Capital
Colorado
$2.53M +$2.56M +125,995 New
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$2.23M -$1.16M -56,927 -34%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$1.9M -$119K -5,857 -6%
SEI Investments
40
SEI Investments
Pennsylvania
$1.74M -$36.1K -1,778 -2%
TA
41
Teton Advisors
New York
$1.71M -$81.2K -4,000 -4%
Goldman Sachs
42
Goldman Sachs
New York
$1.6M +$488K +24,067 +43%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.59M -$548 -27 -0%
Citadel Advisors
44
Citadel Advisors
Florida
$1.51M -$1.94M -95,466 -56%
Invesco
45
Invesco
Georgia
$1.47M +$358K +17,626 +32%
M&T Bank
46
M&T Bank
New York
$1.42M +$325 +16 +0%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.23M -$424K -20,900 -25%
GF
48
Gabelli Funds
New York
$1.2M
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.2M
MCM
50
MAI Capital Management
Ohio
$1M -$50.7K -2,500 -5%

SRI Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2023, worth a combined $539M — up 5.7% from $510M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SRI positions and 5 closed out — a net gain of 4 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Frontier Capital Management, adding an estimated $11.5M. The largest seller was Granahan Investment Management, cutting an estimated $3.31M.

  • 117 institutional investors held Stoneridge (SRI) as of Q3 2023, up from 113 in Q2 2023.
  • Funds reported $539M of Stoneridge stock for Q3 2023, up 5.7% quarter-over-quarter.
  • 9 funds opened new Stoneridge positions in Q3 2023 and 5 closed out, a net change of +4 holders.
  • The largest Stoneridge buyer in Q3 2023 was Frontier Capital Management, an estimated $11.5M added.
  • The largest Stoneridge seller in Q3 2023 was Granahan Investment Management, an estimated $3.31M sold.

Based on aggregated 13F filings for Q3 2023.