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Stoneridge

113 hedge funds and large institutions have $495M invested in Stoneridge in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 111113 (+2)

0.02% more ownership

Funds ownership: 95.01%95.03% (+0.02%)

6% less capital invested

Capital invested by funds: $526M → $495M (-$31M)

Holders
113
Holders Change
+2
Holders Change %
+1.8%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
46
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
76
M&T Bank
New York
$300K +$322K +15,214 New
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$294K -$227K -10,754 -42%
Wells Fargo
78
Wells Fargo
California
$293K +$223K +10,541 +243%
AIG
79
American International Group
New York
$274K -$8.79K -416 -3%
SF
80
Synovus Financial
Georgia
$266K -$7.5K -355 -3%
Millennium Management
81
Millennium Management
New York
$252K -$129K -6,092 -32%
Squarepoint
82
Squarepoint
New York
$243K -$125K -5,917 -32%
Legal & General Group
83
Legal & General Group
United Kingdom
$241K
SG Americas Securities
84
SG Americas Securities
New York
$224K -$85K -4,023 -26%
UBS Group
85
UBS Group
Switzerland
$219K +$228K +10,793 +3,939%
Citigroup
86
Citigroup
New York
$217K +$83.6K +3,954 +56%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$202K +$71.2K +3,368 +49%
MIM
88
MetLife Investment Management
New Jersey
$183K +$57.3K +2,709 +41%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$142K
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$105K +$96.4K +4,559 +609%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$100K +$3.36K +159 +3%
QT
92
Quantbot Technologies
New York
$85K +$31.7K +1,500 +53%
ACM
93
Aquatic Capital Management
Illinois
$59K +$63.4K +3,000 New
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$50K +$8.03K +380 +18%
AIP
95
Ameritas Investment Partners
Nebraska
$43K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$38K
Canada Life
97
Canada Life
Manitoba, Canada
$37K
LPWM
98
Lake Point Wealth Management
Texas
$21K
US Bancorp
99
US Bancorp
Minnesota
$19K +$2.13K +101 +11%
BG
100
Bollard Group
Massachusetts
$18K

SRI Hedge Fund Activity: Q4 2021 in Review

113 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2021, worth a combined $495M — down 5.9% from $526M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SRI positions and 11 closed out — a net gain of 3 holders — while 46 added to existing stakes and 32 trimmed.

The largest buyer was Cooper Creek Partners Management, adding an estimated $25.2M. The largest seller was Janus Henderson Group, cutting an estimated $33.4M.

  • 113 institutional investors held Stoneridge (SRI) as of Q4 2021, up from 111 in Q3 2021.
  • Funds reported $495M of Stoneridge stock for Q4 2021, down 5.9% quarter-over-quarter.
  • 14 funds opened new Stoneridge positions in Q4 2021 and 11 closed out, a net change of +3 holders.
  • The largest Stoneridge buyer in Q4 2021 was Cooper Creek Partners Management, an estimated $25.2M added.
  • The largest Stoneridge seller in Q4 2021 was Janus Henderson Group, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2021.