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Stoneridge
SRI

114 hedge funds and large institutions have $435M invested in Stoneridge in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,420% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $51K

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

6% more funds holding

Funds holding: 108 → 114 (+6)

1.61% less ownership

Funds ownership: 100.08% → 98.47% (-1.6%)

15% less capital invested

Capital invested by funds: $511M → $435M (-$76.2M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
24
Increased
49
Reduced
29
Closed
17
Calls
$3.83M
Puts
$51K
Net Calls
+$3.78M
Net Calls Change
-$527K

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$3.13M
2
ER
EVR Research
Virginia
+$2.32M
3
CAC
Cowen and Company
New York
+$2.24M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.65M
5
RA
Royce & Associates
New York
+$1.39M

Top Sellers

1
PM
Pembroke Management
Quebec, Canada
-$7.75M
2
PCM
Peregrine Capital Management
Minnesota
-$3.94M
3
GIM
Granahan Investment Management
Massachusetts
-$3.79M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$2.43M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
101
Amalgamated Bank
New York
$15K – – –
QCG
102
Quadrant Capital Group
Ohio
$12.9K +$6.2K +387 +92%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$9.64K +$128 +8 +1%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$8K +$5.09K +318 +167%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$4.02K -$13.1K -817 -76%
S
106
SignatureFD
Georgia
$4.02K +$4.04K +252 New
LC
107
Lindbrook Capital
California
$3.99K +$560 +35 +16%
SC
108
Stephens Consulting
Michigan
$3.51K – – –
Osaic Holdings
109
Osaic Holdings
Arizona
$2.9K -$1.39M -86,782 -100%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$718 +$721 +45 New
AAP
111
Arax Advisory Partners
Colorado
$368 +$368 +23 New
GI
112
GAMMA Investing
California
$367 +$368 +23 New
RIL
113
Rothschild Investment LLC
Illinois
$319 +$320 +20 New
A
114
AlphaQuest
New York
$255 +$256 +16 New
PCM
115
Peregrine Capital Management
Minnesota
– -$3.94M -213,596 Closed
GIM
116
Granahan Investment Management
Massachusetts
– -$3.79M -205,653 Closed
Parallax Volatility Advisers
117
Parallax Volatility Advisers
California
– -$2.43M -131,800 Closed
MS
118
Maven Securities
Jersey
– -$1.84M -100,000 Closed
SEI Investments
119
SEI Investments
Pennsylvania
– -$1.51M -81,854 Closed
Arrowstreet Capital
120
Arrowstreet Capital
Massachusetts
– -$380K -20,596 Closed
AIG
121
American International Group
New York
– -$241K -13,045 Closed
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
– -$239K -12,754 Closed
HCA
123
Harbor Capital Advisors
Illinois
– -$222K -12,045 Closed
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
– -$209K -11,478 Closed
Two Sigma Investments
125
Two Sigma Investments
New York
– -$210K -11,409 Closed
2 3 4
5
6

SRI Hedge Fund Activity: Q2 2024 in Review

114 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q2 2024, worth a combined $435M — down 15% from $511M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SRI positions and 17 closed out — a net gain of 7 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $3.13M. The largest seller was Pembroke Management, cutting an estimated $7.75M.

  • 114 institutional investors held Stoneridge (SRI) as of Q2 2024, up from 108 in Q1 2024.
  • Funds reported $435M of Stoneridge stock for Q2 2024, down 15% quarter-over-quarter.
  • 24 funds opened new Stoneridge positions in Q2 2024 and 17 closed out, a net change of +7 holders.
  • The largest Stoneridge buyer in Q2 2024 was Kennedy Capital Management, an estimated $3.13M added.
  • The largest Stoneridge seller in Q2 2024 was Pembroke Management, an estimated $7.75M sold.

Based on aggregated 13F filings for Q2 2024.