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Stoneridge
SRI

118 hedge funds and large institutions have $489M invested in Stoneridge in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 116 → 118 (+2)

1.39% more ownership

Funds ownership: 94.31% → 95.7% (+1.4%)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

7% less capital invested

Capital invested by funds: $525M → $489M (-$35.5M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
41
Reduced
42
Closed
11
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$2K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$14.6M
2
ER
EVR Research
Virginia
+$4.14M
3
BlackRock
BlackRock
New York
+$2.63M
4
AG
Algert Global
California
+$2.32M
5
CB
Cooke & Bieler
Pennsylvania
+$1.82M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$6.55M
2
FCM
Frontier Capital Management
Massachusetts
-$5.17M
3
PM
Pembroke Management
Quebec, Canada
-$4.05M
4
CCPM
Cooper Creek Partners Management
New York
-$2.31M
5
GIM
Granahan Investment Management
Massachusetts
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
76
Raymond James & Associates
Florida
$302K +$44.5K +2,073 +15%
WP
77
WMS Partners
Maryland
$292K – – –
JF
78
Jump Financial
Illinois
$292K +$77.3K +3,600 +30%
MIM
79
MetLife Investment Management
New Jersey
$274K – – –
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$249K -$109K -5,085 -28%
Legal & General Group
81
Legal & General Group
United Kingdom
$246K +$16.3K +757 +6%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$239K – – –
AIG
83
American International Group
New York
$238K +$5.41K +252 +2%
AT
84
American Trust
Kentucky
$229K -$5.43K -253 -2%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$224K +$257K +11,968 New
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$223K +$257K +11,948 New
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$215K – – –
PI
88
Putnam Investments
Massachusetts
$212K +$244K +11,363 New
UBS Group
89
UBS Group
Switzerland
$205K -$19.4K -902 -8%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$203K -$268K -12,464 -53%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$194K – – –
Citigroup
92
Citigroup
New York
$108K -$15.6K -727 -11%
Wells Fargo
93
Wells Fargo
California
$89.3K +$101K +4,721 +9,079%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$82.9K – – –
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$68K +$78.1K +3,635 New
AB
96
Amalgamated Bank
New York
$54K -$12.9K -603 -17%
AIP
97
Ameritas Investment Partners
Nebraska
$40.7K – – –
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$36K -$71.7K -3,339 -63%
ACM
99
Aquatic Capital Management
Illinois
$32K +$32.2K +1,500 +750%
PMEF
100
Point72 Middle East FZE
United Arab Emirates
$29.9K +$34.4K +1,601 New
2 3
4
5 6

SRI Hedge Fund Activity: Q1 2023 in Review

118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q1 2023, worth a combined $489M — down 6.8% from $525M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SRI positions and 11 closed out — a net gain of 3 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $14.6M. The largest seller was Millennium Management, cutting an estimated $6.55M.

  • 118 institutional investors held Stoneridge (SRI) as of Q1 2023, up from 116 in Q4 2022.
  • Funds reported $489M of Stoneridge stock for Q1 2023, down 6.8% quarter-over-quarter.
  • 14 funds opened new Stoneridge positions in Q1 2023 and 11 closed out, a net change of +3 holders.
  • The largest Stoneridge buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $14.6M added.
  • The largest Stoneridge seller in Q1 2023 was Millennium Management, an estimated $6.55M sold.

Based on aggregated 13F filings for Q1 2023.