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Stoneridge
SRI

118 hedge funds and large institutions have $489M invested in Stoneridge in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 116 → 118 (+2)

1.39% more ownership

Funds ownership: 94.31% → 95.7% (+1.4%)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

7% less capital invested

Capital invested by funds: $525M → $489M (-$35.5M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
41
Reduced
42
Closed
11
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$2K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$14.6M
2
ER
EVR Research
Virginia
+$4.14M
3
BlackRock
BlackRock
New York
+$2.63M
4
AG
Algert Global
California
+$2.32M
5
CB
Cooke & Bieler
Pennsylvania
+$1.82M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$6.55M
2
FCM
Frontier Capital Management
Massachusetts
-$5.17M
3
PM
Pembroke Management
Quebec, Canada
-$4.05M
4
CCPM
Cooper Creek Partners Management
New York
-$2.31M
5
GIM
Granahan Investment Management
Massachusetts
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
51
Invesco
Georgia
$1.1M -$1.04M -48,461 -45%
M&T Bank
52
M&T Bank
New York
$1.1M – – –
MCM
53
MAI Capital Management
Ohio
$980K – – –
Goldman Sachs
54
Goldman Sachs
New York
$965K +$39.6K +1,844 +4%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$952K +$1.09M +50,900 New
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$825K +$30.3K +1,410 +3%
GCP
57
GSA Capital Partners
United Kingdom
$750K -$68.6K -3,193 -7%
Brown Advisory
58
Brown Advisory
Maryland
$748K – – –
Fisher Asset Management
59
Fisher Asset Management
Washington
$713K +$819K +38,124 New
Bank of America
60
Bank of America
North Carolina
$654K +$71.1K +3,312 +10%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$632K -$9.62K -448 -1%
Marshall Wace
62
Marshall Wace
United Kingdom
$620K +$712K +33,134 New
Boston Partners
63
Boston Partners
Massachusetts
$614K +$64.4K +2,998 +10%
BCI
64
Brinker Capital Investments
Pennsylvania
$566K -$6.72K -313 -1%
OPS
65
Orion Portfolio Solutions
Nebraska
$566K +$650K +30,284 New
CSS
66
Cubist Systematic Strategies
Connecticut
$535K +$614K +28,598 New
XT
67
XTX Topco
Cayman Islands
$453K +$520K +24,237 New
CS
68
Credit Suisse
Switzerland
$443K +$34.3K +1,598 +7%
AllianceBernstein
69
AllianceBernstein
Tennessee
$398K – – –
JP Morgan Chase
70
JP Morgan Chase
New York
$397K +$122K +5,699 +37%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$362K -$498K -23,179 -54%
Barclays
72
Barclays
United Kingdom
$352K +$139K +6,468 +52%
Deutsche Bank
73
Deutsche Bank
Germany
$349K +$28.2K +1,311 +8%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$337K +$216K +10,043 +126%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$333K +$382K +17,808 New
1 2
3
4 5

SRI Hedge Fund Activity: Q1 2023 in Review

118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q1 2023, worth a combined $489M — down 6.8% from $525M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SRI positions and 11 closed out — a net gain of 3 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $14.6M. The largest seller was Millennium Management, cutting an estimated $6.55M.

  • 118 institutional investors held Stoneridge (SRI) as of Q1 2023, up from 116 in Q4 2022.
  • Funds reported $489M of Stoneridge stock for Q1 2023, down 6.8% quarter-over-quarter.
  • 14 funds opened new Stoneridge positions in Q1 2023 and 11 closed out, a net change of +3 holders.
  • The largest Stoneridge buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $14.6M added.
  • The largest Stoneridge seller in Q1 2023 was Millennium Management, an estimated $6.55M sold.

Based on aggregated 13F filings for Q1 2023.