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Stoneridge
SRI

114 hedge funds and large institutions have $435M invested in Stoneridge in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,420% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $51K

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

6% more funds holding

Funds holding: 108 → 114 (+6)

1.61% less ownership

Funds ownership: 100.08% → 98.47% (-1.6%)

15% less capital invested

Capital invested by funds: $511M → $435M (-$76.2M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
49
Reduced
29
Closed
17
Calls
$3.83M
Puts
$51K
Net Calls
+$3.78M
Net Calls Change
-$527K

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$3.13M
2
ER
EVR Research
Virginia
+$2.32M
3
CAC
Cowen and Company
New York
+$2.24M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.65M
5
RA
Royce & Associates
New York
+$1.39M

Top Sellers

1
PM
Pembroke Management
Quebec, Canada
-$7.75M
2
PCM
Peregrine Capital Management
Minnesota
-$3.94M
3
GIM
Granahan Investment Management
Massachusetts
-$3.79M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$2.43M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
Scout Investments
Missouri
$3.43M -$329K -20,555 -9%
SFM
27
Systematic Financial Management
New Jersey
$3.24M -$337K -21,030 -9%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$2.79M +$757K +47,263 +37%
American Century Companies
29
American Century Companies
Missouri
$2.56M +$377K +23,569 +17%
M&T Bank
30
M&T Bank
New York
$2.42M +$410K +25,609 +20%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$2.35M -$320K -20,000 -12%
CAC
32
Cowen and Company
New York
$2.23M +$2.24M +140,000 New
Goldman Sachs
33
Goldman Sachs
New York
$2.12M +$1.18M +73,709 +125%
Ameriprise
34
Ameriprise
Minnesota
$2.09M -$277K -17,307 -12%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$1.66M -$1.41M -88,066 -46%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.62M +$212K +13,236 +15%
Invesco
37
Invesco
Georgia
$1.47M +$79.4K +4,958 +6%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$1.45M +$3.62K +226 +0.2%
PCMF
39
Private Capital Management (Florida)
Florida
$1.14M -$33.4K -2,085 -3%
GC
40
Guggenheim Capital
Illinois
$1.12M -$12.9K -808 -1%
GCP
41
GSA Capital Partners
United Kingdom
$1.09M +$1.09M +68,200 New
MCM
42
MAI Capital Management
Ohio
$1.08M +$281K +17,563 +35%
GF
43
Gabelli Funds
New York
$958K – – –
Citadel Advisors
44
Citadel Advisors
Florida
$907K +$41.5K +2,590 +5%
Swiss National Bank
45
Swiss National Bank
Switzerland
$867K – – –
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$839K +$842K +52,568 New
TA
47
Teton Advisors
New York
$830K -$8.01K -500 -1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$754K +$53.7K +3,353 +8%
Barclays
49
Barclays
United Kingdom
$686K +$160K +9,986 +30%
CCIA
50
Campbell & Co Investment Adviser
Maryland
$658K +$219K +13,654 +50%
1
2
3 4 5

SRI Hedge Fund Activity: Q2 2024 in Review

114 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q2 2024, worth a combined $435M — down 15% from $511M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SRI positions and 17 closed out — a net gain of 7 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $3.13M. The largest seller was Pembroke Management, cutting an estimated $7.75M.

  • 114 institutional investors held Stoneridge (SRI) as of Q2 2024, up from 108 in Q1 2024.
  • Funds reported $435M of Stoneridge stock for Q2 2024, down 15% quarter-over-quarter.
  • 24 funds opened new Stoneridge positions in Q2 2024 and 17 closed out, a net change of +7 holders.
  • The largest Stoneridge buyer in Q2 2024 was Kennedy Capital Management, an estimated $3.13M added.
  • The largest Stoneridge seller in Q2 2024 was Pembroke Management, an estimated $7.75M sold.

Based on aggregated 13F filings for Q2 2024.