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Stoneridge

150 hedge funds and large institutions have $785M invested in Stoneridge in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 150150 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0.68% less ownership

Funds ownership: 98.35%97.67% (-0.68%)

6% less capital invested

Capital invested by funds: $834M → $785M (-$49.3M)

19% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 59

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
150
Holders Change
Holders Change %
0%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
18
Increased
48
Reduced
59
Closed
18
Calls
$43K
Puts
Net Calls
+$43K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
51
Fiera Capital (Canada)
Quebec, Canada
$2.42M -$62.8K -2,039 -2%
AllianceBernstein
52
AllianceBernstein
Tennessee
$2.29M
Ameriprise
53
Ameriprise
Minnesota
$2.21M -$2.54M -82,686 -52%
Morgan Stanley
54
Morgan Stanley
New York
$2.2M +$919K +29,866 +66%
MAG
55
Millrace Asset Group
Pennsylvania
$2.05M +$247K +8,020 +13%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$1.87M
WG
57
Winton Group
United Kingdom
$1.86M +$399K +12,977 +26%
CCM
58
Cadence Capital Management
Massachusetts
$1.8M -$187K -6,062 -9%
First Trust Advisors
59
First Trust Advisors
Illinois
$1.66M +$1.75M +56,696 New
WCM
60
Weld Capital Management
New York
$1.64M +$1.72M +55,927 New
Swiss National Bank
61
Swiss National Bank
Switzerland
$1.54M -$43.1K -1,400 -3%
TSW
62
Thompson Siegel & Walmsley
Virginia
$1.45M +$289K +9,384 +23%
WC
63
Walthausen & Co
New York
$1.44M -$9.83M -319,440 -87%
NIP
64
Nicholas Investment Partners
California
$1.44M -$5.06M -164,366 -77%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$1.42M +$5.33K +173 +0.4%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.29M
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.19M -$25.1K -816 -2%
Citigroup
68
Citigroup
New York
$1.18M +$711K +23,089 +135%
Voloridge Investment Management
69
Voloridge Investment Management
Florida
$1.13M +$730K +23,703 +159%
GC
70
Globeflex Capital
California
$1.13M -$204K -6,639 -15%
IP
71
Isthmus Partners
Wisconsin
$1.12M +$12.7K +411 +1%
CS
72
Credit Suisse
Switzerland
$1.1M +$193K +6,255 +20%
Victory Capital Management
73
Victory Capital Management
Texas
$1.09M +$95K +3,087 +9%
OAM
74
Oxford Asset Management
United Kingdom
$1.04M -$1.14M -36,908 -51%
HW
75
Hancock Whitney
Mississippi
$1.03M -$251K -8,156 -19%