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Stoneridge
SRI

130 hedge funds and large institutions have $299M invested in Stoneridge in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

14% more funds holding

Funds holding: 114 → 130 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

2.28% less ownership

Funds ownership: 98.47% → 96.19% (-2.3%)

31% less capital invested

Capital invested by funds: $435M → $299M (-$135M)

Holders
130
Holders Change
+16
Holders Change %
+14.04%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
39
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ER
EVR Research
Virginia
+$4.64M
2
Goldman Sachs
Goldman Sachs
New York
+$2.28M
3
RA
Royce & Associates
New York
+$2.12M
4
American Century Companies
American Century Companies
Missouri
+$2.04M
5
Millennium Management
Millennium Management
New York
+$1.98M

Top Sellers

1
CCPM
Cooper Creek Partners Management
New York
-$9.05M
2
FCM
Frontier Capital Management
Massachusetts
-$8.31M
3
PM
Pembroke Management
Quebec, Canada
-$5.69M
4
SI
Scout Investments
Missouri
-$3.43M
5
CAC
Cowen and Company
New York
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Tudor Investment Corp
51
Tudor Investment Corp
Connecticut
$543K +$692K +48,486 New
TA
52
Teton Advisors
New York
$537K -$57.1K -4,000 -8%
SPA
53
Sherbrooke Park Advisers
New York
$528K +$673K +47,180 New
TI
54
Trexquant Investment
Connecticut
$519K +$662K +46,379 New
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$517K -$14.9K -1,047 -2%
UBS Group
56
UBS Group
Switzerland
$511K +$170K +11,904 +35%
Walleye Capital
57
Walleye Capital
New York
$483K +$616K +43,178 New
CCIA
58
Campbell & Co Investment Adviser
Maryland
$447K -$18.3K -1,284 -3%
AllianceBernstein
59
AllianceBernstein
Tennessee
$433K +$188K +13,193 +52%
KPP
60
Kings Path Partners
Texas
$407K -$68K -4,764 -12%
UBS AM
61
UBS AM
Illinois
$378K +$105K +7,332 +28%
Bank of America
62
Bank of America
North Carolina
$377K +$163K +11,399 +51%
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$358K +$460K +32,247 New
BCI
64
Brinker Capital Investments
Pennsylvania
$355K -$19.4K -1,360 -4%
OPS
65
Orion Portfolio Solutions
Nebraska
$355K -$19.4K -1,360 -4%
Boston Partners
66
Boston Partners
Massachusetts
$348K -$86.9K -6,093 -16%
Legal & General Group
67
Legal & General Group
United Kingdom
$339K +$3.69K +259 +0.9%
AQR Capital Management
68
AQR Capital Management
Connecticut
$312K +$173K +12,124 +77%
WP
69
WMS Partners
Maryland
$312K – – –
ECM
70
ExodusPoint Capital Management
New York
$296K +$55.9K +3,920 +17%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$292K -$10.2K -714 -3%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$282K +$7.05K +494 +2%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$280K +$21.3K +1,493 +6%
Franklin Resources
74
Franklin Resources
California
$274K -$5.61K -393 -1%
Citigroup
75
Citigroup
New York
$270K +$189K +13,278 +122%
1 2
3
4 5

SRI Hedge Fund Activity: Q3 2024 in Review

130 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2024, worth a combined $299M — down 31% from $435M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SRI positions and 15 closed out — a net gain of 16 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was EVR Research, adding an estimated $4.64M. The largest seller was Cooper Creek Partners Management, cutting an estimated $9.05M.

  • 130 institutional investors held Stoneridge (SRI) as of Q3 2024, up from 114 in Q2 2024.
  • Funds reported $299M of Stoneridge stock for Q3 2024, down 31% quarter-over-quarter.
  • 31 funds opened new Stoneridge positions in Q3 2024 and 15 closed out, a net change of +16 holders.
  • The largest Stoneridge buyer in Q3 2024 was EVR Research, an estimated $4.64M added.
  • The largest Stoneridge seller in Q3 2024 was Cooper Creek Partners Management, an estimated $9.05M sold.

Based on aggregated 13F filings for Q3 2024.