We are live on ! Find out more
SRI icon

Stoneridge

159 hedge funds and large institutions have $782M invested in Stoneridge in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $668M → $782M (+$115M)

3% more funds holding

Funds holding: 154159 (+5)

0.11% more ownership

Funds ownership: 95.04%95.16% (+0.11%)

2% less call options, than puts

Call options by funds: $250K | Put options by funds: $256K

22% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 65

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
159
Holders Change
+5
Holders Change %
+3.25%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
51
Reduced
65
Closed
15
Calls
$250K
Puts
$256K
Net Calls
-$6K
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$432K
AIM
102
Alambic Investment Management
California
$432K +$130K +4,749 +46%
GKIM
103
GW&K Investment Management
Massachusetts
$431K +$519 +19 +0.1%
AIM
104
Assured Investment Management
New York
$422K -$265K -9,700 -40%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$420K +$2.19K +80 +0.6%
AA
106
ALPS Advisors
Colorado
$413K +$391K +14,294 New
Principal Financial Group
107
Principal Financial Group
Iowa
$409K -$1.75K -64 -0.4%
MIM
108
MetLife Investment Management
New Jersey
$396K
MFIM
109
Mesirow Financial Investment Management
Illinois
$368K +$112K +4,086 +47%
Morgan Stanley
110
Morgan Stanley
New York
$365K -$8.02M -293,204 -96%
Victory Capital Management
111
Victory Capital Management
Texas
$359K +$7.08K +259 +2%
KFA
112
Krane Funds Advisors
New York
$346K +$328K +12,000 New
CEP
113
Chicago Equity Partners
Illinois
$331K
CCM
114
Corsair Capital Management
New York
$328K +$310K +11,355 New
VOYA Investment Management
115
VOYA Investment Management
Georgia
$325K -$22K -805 -7%
Citadel Advisors
116
Citadel Advisors
Florida
$304K -$1.8M -65,930 -86%
PA
117
Pinnacle Associates
New York
$300K -$5.47K -200 -2%
Tudor Investment Corp
118
Tudor Investment Corp
Connecticut
$293K +$13.5K +493 +5%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$282K +$267K +9,752 New
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$278K
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$269K
WCM
122
Wedge Capital Management
North Carolina
$259K -$8.69K -318 -3%
AG
123
Aperio Group
California
$253K -$14.4K -526 -6%
BIM
124
Bridgecreek Investment Management
Oklahoma
$243K
SG Americas Securities
125
SG Americas Securities
New York
$237K +$224K +8,211 New