Stoneridge
SRI
109 hedge funds and large institutions have $472M invested in Stoneridge in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 15 closing their positions.
0.05% less ownership
Funds ownership: 95.01% → 94.96% (-0.05%)
5% less funds holding
Funds holding: 115 → 109 (-6)
10% less capital invested
Capital invested by funds: $525M → $472M (-$52.9M)
27% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 44
33% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 15
94% less call options, than puts
Call options by funds: $9K | Put options by funds: $152K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$15.2M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$7.56M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$7.51M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
+$6.71M |
| 5 |
RA
Royce & Associates
New York
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.1M |
| 2 |
JP Morgan Chase
New York
|
-$8.03M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.77M |
| 4 |
FG
Formula Growth
Montreal,
Quebec, Canada
|
-$3.62M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.63M |
SRI Hedge Fund Activity: Q3 2020 in Review
109 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2020, worth a combined $472M — down 10% from $525M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of SRI and 10 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 32 added.
The largest buyer was Janus Henderson Group, adding an estimated $15.2M. The largest seller was Fidelity Investments, exiting entirely with an estimated $19.1M sold.
- 109 institutional investors held Stoneridge (SRI) as of Q3 2020, down from 115 in Q2 2020.
- Funds reported $472M of Stoneridge stock for Q3 2020, down 10% quarter-over-quarter.
- 10 funds opened new Stoneridge positions in Q3 2020 and 15 closed out, a net change of -5 holders.
- The largest Stoneridge buyer in Q3 2020 was Janus Henderson Group, an estimated $15.2M added.
- The largest Stoneridge seller in Q3 2020 was Fidelity Investments, an estimated $19.1M sold.
Based on aggregated 13F filings for Q3 2020.