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Stoneridge

117 hedge funds and large institutions have $539M invested in Stoneridge in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

50% more call options, than puts

Call options by funds: $18K | Put options by funds: $12K

6% more capital invested

Capital invested by funds: $510M → $539M (+$28.9M)

4% more funds holding

Funds holding: 113117 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.69% less ownership

Funds ownership: 98.34%97.65% (-0.69%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
43
Closed
5
Calls
$18K
Puts
$12K
Net Calls
+$6K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$934K +$575K +28,333 +156%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$894K -$16.9K -832 -2%
Brown Advisory
53
Brown Advisory
Maryland
$803K
Fisher Asset Management
54
Fisher Asset Management
Washington
$765K
Renaissance Technologies
55
Renaissance Technologies
New York
$765K
Boston Partners
56
Boston Partners
Massachusetts
$727K
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$691K +$34.1K +1,680 +5%
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$690K +$697K +34,360 New
Bank of America
59
Bank of America
North Carolina
$614K +$260K +12,828 +72%
Legal & General Group
60
Legal & General Group
United Kingdom
$607K +$146K +7,208 +31%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$605K -$57.7K -2,844 -9%
BCI
62
Brinker Capital Investments
Pennsylvania
$597K -$6.74K -332 -1%
OPS
63
Orion Portfolio Solutions
Nebraska
$597K -$6.74K -332 -1%
CS
64
Credit Suisse
Switzerland
$514K +$14.6K +720 +3%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$503K
AllianceBernstein
66
AllianceBernstein
Tennessee
$427K
American Century Companies
67
American Century Companies
Missouri
$414K +$94.7K +4,665 +29%
UBS Group
68
UBS Group
Switzerland
$374K -$2.84K -140 -0.7%
JP Morgan Chase
69
JP Morgan Chase
New York
$372K -$53.5K -2,636 -12%
Deutsche Bank
70
Deutsche Bank
Germany
$368K +$131K +6,449 +54%
PI
71
Putnam Investments
Massachusetts
$367K -$3.1K -153 -0.8%
Barclays
72
Barclays
United Kingdom
$338K +$22.4K +1,105 +7%
Squarepoint
73
Squarepoint
New York
$337K +$341K +16,809 New
WP
74
WMS Partners
Maryland
$313K
HCA
75
Harbor Capital Advisors
Illinois
$312K -$96.8K -4,770 -23%

SRI Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2023, worth a combined $539M — up 5.7% from $510M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SRI positions and 5 closed out — a net gain of 4 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Frontier Capital Management, adding an estimated $11.5M. The largest seller was Granahan Investment Management, cutting an estimated $3.31M.

  • 117 institutional investors held Stoneridge (SRI) as of Q3 2023, up from 113 in Q2 2023.
  • Funds reported $539M of Stoneridge stock for Q3 2023, up 5.7% quarter-over-quarter.
  • 9 funds opened new Stoneridge positions in Q3 2023 and 5 closed out, a net change of +4 holders.
  • The largest Stoneridge buyer in Q3 2023 was Frontier Capital Management, an estimated $11.5M added.
  • The largest Stoneridge seller in Q3 2023 was Granahan Investment Management, an estimated $3.31M sold.

Based on aggregated 13F filings for Q3 2023.