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Stoneridge

149 hedge funds and large institutions have $461M invested in Stoneridge in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

31% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 45

5% more capital invested

Capital invested by funds: $437M → $461M (+$23.4M)

3% more funds holding

Funds holding: 145149 (+4)

2.34% more ownership

Funds ownership: 88.83%91.17% (+2.3%)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
59
Reduced
45
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$183K -$158 -9 -0.1%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$159K -$282 -16 -0.2%
FIB
128
First Interstate Bank
Montana
$152K -$2.2K -125 -1%
FQ
129
First Quadrant
California
$145K
Legal & General Group
130
Legal & General Group
United Kingdom
$128K +$13.6K +772 +12%
PCM
131
Prelude Capital Management
New York
$98K -$146K -8,300 -61%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$88K
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$53K +$51.6K +2,931 +73,275%
Canada Life
134
Canada Life
Manitoba, Canada
$52K
New York State Teachers Retirement System (NYSTRS)
135
New York State Teachers Retirement System (NYSTRS)
New York
$42K -$1.76K -100 -4%
AIP
136
Ameritas Investment Partners
Nebraska
$39K +$38.3K +2,174 New
Creative Planning
137
Creative Planning
Kansas
$34K
PHK
138
Point72 Hong Kong
Hong Kong
$27K +$25.9K +1,472 New
TSW
139
Thompson Siegel & Walmsley
Virginia
$25K
UBS Group
140
UBS Group
Switzerland
$15K -$59.1K -3,359 -81%
Citigroup
141
Citigroup
New York
$12K -$1.04M -58,841 -99%
TRCT
142
Tower Research Capital (TRC)
New York
$9K +$6K +341 +214%
CG
143
Cutler Group
California
$8K
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$5.04K -$22.8K -1,293 -82%
LTFS
145
Ladenburg Thalmann Financial Services
Florida
$4K
AG
146
Advisor Group
Arizona
$2K
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$2K
Simplex Trading
148
Simplex Trading
Illinois
$2K +$2.02K +115 New
Walleye Trading
149
Walleye Trading
New York
$267 -$114K -6,500 -31%
NC
150
Northpointe Capital
Michigan
-$9.38M -530,519 Closed