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Stoneridge

114 hedge funds and large institutions have $435M invested in Stoneridge in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,420% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $51K

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

6% more funds holding

Funds holding: 108114 (+6)

1.61% less ownership

Funds ownership: 100.08%98.47% (-1.6%)

15% less capital invested

Capital invested by funds: $511M → $435M (-$76.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
49
Reduced
29
Closed
17
Calls
$3.83M
Puts
$51K
Net Calls
+$3.78M
Net Calls Change
-$527K
Name Holding Trade Value Shares
Change
Change in
Stake
KPP
51
Kings Path Partners
Texas
$657K +$659K +41,180 New
Fisher Asset Management
52
Fisher Asset Management
Washington
$608K
Comerica Bank
53
Comerica Bank
Texas
$607K -$62.9K -3,930 -9%
Boston Partners
54
Boston Partners
Massachusetts
$594K +$337K +21,033 +130%
UBS Group
55
UBS Group
Switzerland
$539K -$31.4K -1,963 -5%
BCI
56
Brinker Capital Investments
Pennsylvania
$528K +$83.8K +5,234 +19%
OPS
57
Orion Portfolio Solutions
Nebraska
$528K +$83.8K +5,234 +19%
Millennium Management
58
Millennium Management
New York
$521K +$523K +32,674 New
Legal & General Group
59
Legal & General Group
United Kingdom
$480K -$1.25K -78 -0.3%
DM
60
Deerfield Management
New York
$472K +$474K +29,592 New
WP
61
WMS Partners
Maryland
$445K -$48K -3,000 -10%
Franklin Resources
62
Franklin Resources
California
$433K +$19.2K +1,200 +5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$428K -$9.26K -578 -2%
UBS AM
64
UBS AM
Illinois
$421K +$196K +12,227 +86%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$420K +$421K +26,321 New
AllianceBernstein
66
AllianceBernstein
Tennessee
$407K +$66.8K +4,170 +20%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$395K +$370K +23,127 +1,445%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$372K +$128K +8,007 +51%
ECM
69
ExodusPoint Capital Management
New York
$360K +$361K +22,566 New
Bank of America
70
Bank of America
North Carolina
$356K +$132K +8,258 +59%
Jane Street
71
Jane Street
New York
$350K +$351K +21,905 New
SFA
72
Sequoia Financial Advisors
Ohio
$344K +$345K +21,550 New
AWS
73
Atria Wealth Solutions
New York
$335K
Squarepoint
74
Squarepoint
New York
$330K +$331K +20,665 New
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$323K +$324K +20,231 New

SRI Hedge Fund Activity: Q2 2024 in Review

114 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q2 2024, worth a combined $435M — down 15% from $511M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SRI positions and 17 closed out — a net gain of 7 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $3.13M. The largest seller was Pembroke Management, cutting an estimated $7.75M.

  • 114 institutional investors held Stoneridge (SRI) as of Q2 2024, up from 108 in Q1 2024.
  • Funds reported $435M of Stoneridge stock for Q2 2024, down 15% quarter-over-quarter.
  • 24 funds opened new Stoneridge positions in Q2 2024 and 17 closed out, a net change of +7 holders.
  • The largest Stoneridge buyer in Q2 2024 was Kennedy Capital Management, an estimated $3.13M added.
  • The largest Stoneridge seller in Q2 2024 was Pembroke Management, an estimated $7.75M sold.

Based on aggregated 13F filings for Q2 2024.