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Stoneridge

117 hedge funds and large institutions have $539M invested in Stoneridge in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

50% more call options, than puts

Call options by funds: $18K | Put options by funds: $12K

6% more capital invested

Capital invested by funds: $510M → $539M (+$28.9M)

4% more funds holding

Funds holding: 113117 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.69% less ownership

Funds ownership: 98.34%97.65% (-0.69%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
43
Closed
5
Calls
$18K
Puts
$12K
Net Calls
+$6K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$301K +$95.7K +4,715 +46%
MIM
77
MetLife Investment Management
New Jersey
$294K
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$291K -$51.2K -2,521 -15%
UBS AM
79
UBS AM
Illinois
$285K +$288K +14,177 New
AIG
80
American International Group
New York
$265K +$9.52K +469 +4%
Two Sigma Investments
81
Two Sigma Investments
New York
$263K -$531K -26,142 -67%
Los Angeles Capital Management
82
Los Angeles Capital Management
California
$256K +$258K +12,732 New
AT
83
American Trust
Kentucky
$243K +$7.02K +346 +3%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$240K +$41 +2 +0%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$230K
HSBC Holdings
86
HSBC Holdings
United Kingdom
$227K +$232K +11,447 New
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$222K
VOYA Investment Management
88
VOYA Investment Management
Georgia
$220K +$5.68K +280 +3%
Tudor Investment Corp
89
Tudor Investment Corp
Connecticut
$208K -$526K -25,914 -71%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$206K +$53.7K +2,644 +35%
Wells Fargo
91
Wells Fargo
California
$128K -$79.7K -3,926 -38%
Citigroup
92
Citigroup
New York
$116K -$190K -9,351 -62%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$94K +$28.6K +1,411 +43%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$89K
Canada Life
95
Canada Life
Manitoba, Canada
$86K +$66.9K +3,297 +328%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$74.2K -$519K -25,596 -87%
Lazard Asset Management
97
Lazard Asset Management
New York
$59K +$60.4K +2,978 New
AB
98
Amalgamated Bank
New York
$57K
AIP
99
Ameritas Investment Partners
Nebraska
$52.1K +$8.52K +420 +19%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$35K +$35.4K +1,742 New

SRI Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2023, worth a combined $539M — up 5.7% from $510M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SRI positions and 5 closed out — a net gain of 4 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Frontier Capital Management, adding an estimated $11.5M. The largest seller was Granahan Investment Management, cutting an estimated $3.31M.

  • 117 institutional investors held Stoneridge (SRI) as of Q3 2023, up from 113 in Q2 2023.
  • Funds reported $539M of Stoneridge stock for Q3 2023, up 5.7% quarter-over-quarter.
  • 9 funds opened new Stoneridge positions in Q3 2023 and 5 closed out, a net change of +4 holders.
  • The largest Stoneridge buyer in Q3 2023 was Frontier Capital Management, an estimated $11.5M added.
  • The largest Stoneridge seller in Q3 2023 was Granahan Investment Management, an estimated $3.31M sold.

Based on aggregated 13F filings for Q3 2023.