We are live on ! Find out more
SRI icon

Stoneridge

114 hedge funds and large institutions have $306M invested in Stoneridge in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $258M → $306M (+$47.9M)

0.47% more ownership

Funds ownership: 83.94%84.41% (+0.47%)

11% less funds holding

Funds holding: 128114 (-14)

20% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 45

57% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 23

Holders
114
Holders Change
-14
Holders Change %
-10.94%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
36
Reduced
45
Closed
23
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
51
BlackRock Investment Management
Delaware
$1.03M -$36.9K -2,974 -4%
Invesco
52
Invesco
Georgia
$931K +$82.6K +6,659 +10%
Renaissance Technologies
53
Renaissance Technologies
New York
$910K -$2.14M -172,187 -71%
PAM
54
Panagora Asset Management
Massachusetts
$901K +$304K +24,464 +53%
Charles Schwab
55
Charles Schwab
California
$859K +$144K +11,610 +21%
GC
56
Globeflex Capital
California
$830K -$29.2K -2,350 -3%
Millennium Management
57
Millennium Management
New York
$810K -$923K -74,425 -54%
PPA
58
Parametric Portfolio Associates
Washington
$810K +$270K +21,758 +52%
GCP
59
GSA Capital Partners
United Kingdom
$808K +$13.3K +1,069 +2%
NCM
60
Newland Capital Management
New York
$756K +$736K +59,288 New
SO
61
STRS Ohio
Ohio
$751K -$217K -17,500 -23%
SIM
62
Spark Investment Management
New York
$729K -$228K -18,400 -24%
Morgan Stanley
63
Morgan Stanley
New York
$706K -$499K -40,197 -42%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$656K +$2.48K +200 +0.4%
Acadian Asset Management
65
Acadian Asset Management
Massachusetts
$559K -$598K -48,218 -52%
TA
66
Teachers Advisors
New York
$538K +$13.5K +1,090 +3%
SCM
67
Sterling Capital Management
North Carolina
$486K +$37.1K +2,989 +9%
Deutsche Bank
68
Deutsche Bank
Germany
$482K -$291K -23,437 -38%
Arrowstreet Capital
69
Arrowstreet Capital
Massachusetts
$442K +$430K +34,648 New
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$436K -$12.4K -1,000 -3%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$416K -$60.6K -4,888 -13%
CIC
72
Cornercap Investment Counsel
Georgia
$412K +$28.7K +2,315 +8%
AllianceBernstein
73
AllianceBernstein
Tennessee
$334K -$71.3K -5,750 -18%
Citigroup
74
Citigroup
New York
$300K +$207K +16,705 +245%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$288K

SRI Hedge Fund Activity: Q4 2013 in Review

114 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2013, worth a combined $306M — up 19% from $258M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SRI and 10 opened new positions — a net loss of 13 holders — while 45 trimmed existing stakes and 36 added.

The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $13.9M. The largest seller was Investment Counselors of Maryland, exiting entirely with an estimated $7.43M sold.

  • 114 institutional investors held Stoneridge (SRI) as of Q4 2013, down from 128 in Q3 2013.
  • Funds reported $306M of Stoneridge stock for Q4 2013, up 19% quarter-over-quarter.
  • 10 funds opened new Stoneridge positions in Q4 2013 and 23 closed out, a net change of -13 holders.
  • The largest Stoneridge buyer in Q4 2013 was Rutabaga Capital Management, an estimated $13.9M added.
  • The largest Stoneridge seller in Q4 2013 was Investment Counselors of Maryland, an estimated $7.43M sold.

Based on aggregated 13F filings for Q4 2013.