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Stoneridge

108 hedge funds and large institutions have $511M invested in Stoneridge in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% more ownership

Funds ownership: 99.1%100.08% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $534M → $511M (-$23.1M)

7% less funds holding

Funds holding: 116108 (-8)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
35
Reduced
43
Closed
15
Calls
$4.31M
Puts
Net Calls
+$4.31M
Net Calls Change
+$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$809K -$8.2K -462 -1%
Comerica Bank
52
Comerica Bank
Texas
$773K +$744K +41,874 +58,158%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$751K -$210K -11,800 -22%
Fisher Asset Management
54
Fisher Asset Management
Washington
$703K
UBS Group
55
UBS Group
Switzerland
$659K +$46.2K +2,600 +8%
Barclays
56
Barclays
United Kingdom
$609K -$337K -18,975 -37%
WP
57
WMS Partners
Maryland
$569K
Legal & General Group
58
Legal & General Group
United Kingdom
$556K -$1.46K -82 -0.3%
JP Morgan Chase
59
JP Morgan Chase
New York
$535K +$186K +10,455 +56%
BCI
60
Brinker Capital Investments
Pennsylvania
$513K +$497 +28 +0.1%
OPS
61
Orion Portfolio Solutions
Nebraska
$513K +$497 +28 +0.1%
CCIA
62
Campbell & Co Investment Adviser
Maryland
$508K +$266K +14,958 +119%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$506K -$25.3K -1,423 -5%
Franklin Resources
64
Franklin Resources
California
$479K +$461K +25,957 New
CS
65
Credit Suisse
Switzerland
$442K +$15.2K +854 +4%
AllianceBernstein
66
AllianceBernstein
Tennessee
$393K -$48.5K -2,730 -11%
AWS
67
Atria Wealth Solutions
New York
$387K +$373K +21,009 New
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$380K -$276K -15,527 -43%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$333K +$256K +14,396 +395%
Brown Advisory
70
Brown Advisory
Maryland
$315K -$136K -7,634 -31%
Boston Partners
71
Boston Partners
Massachusetts
$298K
HSBC Holdings
72
HSBC Holdings
United Kingdom
$287K +$13.2K +745 +5%
Deutsche Bank
73
Deutsche Bank
Germany
$281K -$49.3K -2,775 -15%
MIM
74
MetLife Investment Management
New Jersey
$270K
UBS AM
75
UBS AM
Illinois
$261K