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Stoneridge
SRI

128 hedge funds and large institutions have $258M invested in Stoneridge in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

7.15% more ownership

Funds ownership: 76.79% → 83.94% (+7.1%)

2% more funds holding

Funds holding: 125 → 128 (+3)

1% more capital invested

Capital invested by funds: $255M → $258M (+$3.5M)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
4.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
39
Closed
13
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$29K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$14M
2
SFM
Systematic Financial Management
New Jersey
+$13.6M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$7.04M
4
Principal Financial Group
Principal Financial Group
Iowa
+$4.65M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$3.88M

Top Sellers

1
ICOM
Investment Counselors of Maryland
Maryland
-$7.62M
2
Wells Fargo
Wells Fargo
California
-$6.12M
3
KCM
Kennedy Capital Management
Missouri
-$5.31M
4
Goldman Sachs
Goldman Sachs
New York
-$4.15M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$1.03M +$257K +20,761 +28%
Acadian Asset Management
52
Acadian Asset Management
Massachusetts
$996K +$665K +53,765 +140%
MAM
53
Martingale Asset Management
Massachusetts
$984K – – –
BIM
54
BlackRock Investment Management
Delaware
$908K +$54.4K +4,400 +6%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$897K -$203K -16,400 -16%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$895K -$307K -24,836 -23%
SO
57
STRS Ohio
Ohio
$826K +$37.1K +3,000 +4%
SIM
58
Spark Investment Management
New York
$817K +$344K +27,800 +58%
GC
59
Globeflex Capital
California
$729K +$833K +67,387 +58,092%
Invesco
60
Invesco
Georgia
$717K +$214K +17,320 +35%
GCP
61
GSA Capital Partners
United Kingdom
$674K +$771K +62,320 New
Deutsche Bank
62
Deutsche Bank
Germany
$661K -$1.49M -120,172 -66%
Charles Schwab
63
Charles Schwab
California
$623K – – –
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$554K +$19.6K +1,588 +3%
PAM
65
Panagora Asset Management
Massachusetts
$500K +$144K +11,639 +34%
LSV Asset Management
66
LSV Asset Management
Illinois
$496K +$447K +36,155 +369%
PP
67
PDT Partners
New York
$465K +$372K +30,112 +233%
PPA
68
Parametric Portfolio Associates
Washington
$451K -$297K -24,006 -37%
TA
69
Teachers Advisors
New York
$445K -$84.3K -6,820 -14%
CAM
70
ClariVest Asset Management
California
$441K +$82.3K +6,656 +20%
ZIM
71
Zacks Investment Management
Illinois
$428K +$72.3K +5,845 +17%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$406K – – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$401K +$82.1K +6,640 +22%
CC
74
Cannell Capital
Wyoming
$385K +$440K +35,619 +100%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$380K +$2.25K +182 +0.5%
1 2
3
4 5

SRI Hedge Fund Activity: Q3 2013 in Review

128 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2013, worth a combined $258M — up 1.4% from $255M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SRI positions and 13 closed out — a net gain of 3 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $14M. The largest seller was Investment Counselors of Maryland, cutting an estimated $7.62M.

  • 128 institutional investors held Stoneridge (SRI) as of Q3 2013, up from 125 in Q2 2013.
  • Funds reported $258M of Stoneridge stock for Q3 2013, up 1.4% quarter-over-quarter.
  • 16 funds opened new Stoneridge positions in Q3 2013 and 13 closed out, a net change of +3 holders.
  • The largest Stoneridge buyer in Q3 2013 was JP Morgan Chase, an estimated $14M added.
  • The largest Stoneridge seller in Q3 2013 was Investment Counselors of Maryland, an estimated $7.62M sold.

Based on aggregated 13F filings for Q3 2013.