Stoneridge
SRI
120 hedge funds and large institutions have $817M invested in Stoneridge in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 53 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
2% more funds holding
Funds holding: 118 → 120 (+2)
4% more capital invested
Capital invested by funds: $785M → $817M (+$31.7M)
1.01% less ownership
Funds ownership: 96.24% → 95.23% (-1%)
14% less call options, than puts
Call options by funds: $356K | Put options by funds: $414K
30% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 53
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$15.5M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$12.2M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$11.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.08M |
| 5 |
BlackRock
New York
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$18.1M |
| 2 |
KCM
Kingdon Capital Management
New York
|
-$10.5M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$8.34M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$3.76M |
SRI Hedge Fund Activity: Q1 2021 in Review
120 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q1 2021, worth a combined $817M — up 4% from $785M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SRI positions and 9 closed out — a net gain of 4 holders — while 37 added to existing stakes and 53 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $15.5M. The largest seller was Frontier Capital Management, cutting an estimated $18.1M.
- 120 institutional investors held Stoneridge (SRI) as of Q1 2021, up from 118 in Q4 2020.
- Funds reported $817M of Stoneridge stock for Q1 2021, up 4% quarter-over-quarter.
- 13 funds opened new Stoneridge positions in Q1 2021 and 9 closed out, a net change of +4 holders.
- The largest Stoneridge buyer in Q1 2021 was Loomis, Sayles & Company, an estimated $15.5M added.
- The largest Stoneridge seller in Q1 2021 was Frontier Capital Management, an estimated $18.1M sold.
Based on aggregated 13F filings for Q1 2021.