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Stoneridge

116 hedge funds and large institutions have $534M invested in Stoneridge in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.45% more ownership

Funds ownership: 97.65%99.1% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

1% less funds holding

Funds holding: 117116 (-1)

1% less capital invested

Capital invested by funds: $539M → $534M (-$4.97M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

92% less call options, than puts

Call options by funds: $26K | Put options by funds: $313K

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
44
Reduced
44
Closed
10
Calls
$26K
Puts
$313K
Net Calls
-$287K
Net Calls Change
-$293K
Name Holding Trade Value Shares
Change
Change in
Stake
A
101
AJOVista
Massachusetts
$42K +$37.3K +2,148 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$31.3K
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$29.4K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$18K +$7.69K +443 +93%
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$11.7K +$174 +10 +2%
NA
106
NewEdge Advisors
Louisiana
$6.01K +$5.33K +307 New
ACM
107
Aquatic Capital Management
Illinois
$6K -$3.47K -200 -40%
QCG
108
Quadrant Capital Group
Ohio
$5.17K +$1.82K +105 +66%
SC
109
Stephens Consulting
Michigan
$4.31K
LC
110
Lindbrook Capital
California
$4.21K +$365 +21 +11%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$4K +$122 +7 +4%
Comerica Bank
112
Comerica Bank
Texas
$1.41K
GI
113
GAMMA Investing
California
$480 +$469 +27 New
PA
114
Parallel Advisors
California
$157 -$3.31K -191 -96%
FFA
115
Farther Finance Advisors
California
$20 +$17 +1 New
RC
116
Roubaix Capital
Colorado
-$2.53M -125,995 Closed
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
-$503K -25,065 Closed
Squarepoint
118
Squarepoint
New York
-$337K -16,809 Closed
Tudor Investment Corp
119
Tudor Investment Corp
Connecticut
-$208K -10,384 Closed
Lazard Asset Management
120
Lazard Asset Management
New York
-$59K -2,978 Closed
DWA
121
Dorsey Wright & Associates
California
-$19.4K -967 Closed
Allspring Global Investments
122
Allspring Global Investments
North Carolina
-$3.13K -156 Closed
AF
123
Allworth Financial
California
-$1.95K -97 Closed
S
124
SignatureFD
Georgia
-$1.54K -77 Closed
US Bancorp
125
US Bancorp
Minnesota
-$261 -13 Closed