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Stoneridge
SRI

Overview Fund Activity

147 hedge funds and large institutions have $891M invested in Stoneridge in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 28 closing their positions.

Holders
147
Holders Change
-12
Holders Change %
-7.55%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
18
Increased
51
Reduced
59
Closed
28
Calls
$233K
Puts
–
Net Calls
+$233K
Net Calls Change
+$239K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$37.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$24.6M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$14.3M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$50.7M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$2.12M
2
PCM
2
Portolan Capital Management
Massachusetts
$4.5M
3
RA
3
Royce & Associates
New York
$19M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$1.81M
5
NIMC
5
NWQ Investment Management Company
California
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
126
UBS Group
Switzerland
$171K 5,435 +4,825 +791%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$170K 5,384 -230 -4%
SG Americas Securities
128
SG Americas Securities
New York
$160K 5,067 -3,144 -38%
FIB
129
First Interstate Bank
Montana
$145K 4,598 -475 -9%
FMT
130
First Mercantile Trust
Tennessee
$109K 3,464 +3,464 New
Canada Life
131
Canada Life
Manitoba, Canada
$99K 3,135 +235 +8%
PCM
132
Prelude Capital Management
New York
$75K 2,365 +800 +51%
MOACM
133
Mutual of America Capital Management
New York
$73K 2,300 – –
AIP
134
Ameritas Investment Partners
Nebraska
$69K 2,174 – –
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$53K 1,685 – –
LPWM
136
Lake Point Wealth Management
Texas
$43K 1,348 – –
Acadian Asset Management
137
Acadian Asset Management
Massachusetts
$42K 1,345 -55,153 -98%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$23K 732 +359 +96%
TC
139
Truvestments Capital
Florida
$19K 611 – –
MAM
140
Meeder Asset Management
Ohio
$19K 598 +183 +44%
ME
141
McIlrath & Eck
Washington
$12K 400 – –
DWA
142
Dorsey Wright & Associates
California
$11K 360 +90 +33%
SPIA
143
Steward Partners Investment Advisory
New York
$8K 275 +275 New
AG
144
Advisor Group
Arizona
$3K 100 -296 -75%
WEC
145
Winslow Evans & Crocker
Massachusetts
$2K 36 – –
FGAM
146
Financial Gravity Asset Management
Texas
$2K 52 +6 +13%
CI
147
CX Institutional
Indiana
$1K 46 +46 New
HA
148
Heartland Advisors
Wisconsin
– – -200,000 Closed
Arrowstreet Capital
149
Arrowstreet Capital
Massachusetts
– – -173,322 Closed
WC
150
Wexford Capital
Florida
– – -137,857 Closed
4 5
6
7 8