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Stoneridge

150 hedge funds and large institutions have $785M invested in Stoneridge in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 150150 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0.68% less ownership

Funds ownership: 98.35%97.67% (-0.68%)

6% less capital invested

Capital invested by funds: $834M → $785M (-$49.3M)

19% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 59

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
150
Holders Change
Holders Change %
0%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
18
Increased
48
Reduced
59
Closed
18
Calls
$43K
Puts
Net Calls
+$43K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
126
Meeder Asset Management
Ohio
$150K +$87.8K +2,851 +126%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$137K
FMT
128
First Mercantile Trust
Tennessee
$91K -$7.73K -251 -7%
MOACM
129
Mutual of America Capital Management
New York
$79K
AIP
130
Ameritas Investment Partners
Nebraska
$64K
Canada Life
131
Canada Life
Manitoba, Canada
$55K +$58K +1,885 New
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$49K
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K +$9.91K +322 +32%
LPWM
134
Lake Point Wealth Management
Texas
$31K +$32.3K +1,048 New
FGAM
135
Financial Gravity Asset Management
Texas
$29K +$92 +3 +6%
US Bancorp
136
US Bancorp
Minnesota
$25K +$26.6K +863 New
FIB
137
First Interstate Bank
Montana
$21K -$120K -3,890 -85%
Lazard Asset Management
138
Lazard Asset Management
New York
$13K
AG
139
Advisor Group
Arizona
$12K
ME
140
McIlrath & Eck
Washington
$12K
DWA
141
Dorsey Wright & Associates
California
$11K
NIT
142
NumerixS Investment Technologies
British Columbia, Canada
$9K -$27.7K -900 -75%
SFS
143
Sowell Financial Services
Arkansas
$5K -$677 -22 -12%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$4K +$2.52K +82 +186%
LWA
145
Lenox Wealth Advisors
New York
$2K
WEC
146
Winslow Evans & Crocker
Massachusetts
$2K
AP
147
Americana Partners
Texas
$2K +$3.02K +98 New
APA
148
American Portfolios Advisors
New York
$1.79K
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$1K +$708 +23 New
TRCT
150
Tower Research Capital (TRC)
New York
$1K +$1.54K +50 New