Stoneridge
SRI
118 hedge funds and large institutions have $489M invested in Stoneridge in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
2% more funds holding
Funds holding: 116 → 118 (+2)
1.39% more ownership
Funds ownership: 94.31% → 95.7% (+1.4%)
2% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 42
7% less capital invested
Capital invested by funds: $525M → $489M (-$35.5M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$14.6M |
| 2 |
ER
EVR Research
Richmond,
Virginia
|
+$4.14M |
| 3 |
BlackRock
New York
|
+$2.63M |
| 4 |
AG
Algert Global
San Francisco,
California
|
+$2.32M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$1.82M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
126
Trexquant Investment
Stamford,
Connecticut
| – | -$255K | -11,830 | Closed |
|
|
ET
127
Equitable Trust
Nashville,
Tennessee
| – | -$210K | -9,755 | Closed |
|
128
SG Americas Securities
New York
| – | -$190K | -8,803 | Closed |
|
|
NA
129
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.06K | -49 | Closed |
|
SRI Hedge Fund Activity: Q1 2023 in Review
118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q1 2023, worth a combined $489M — down 6.8% from $525M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SRI positions and 11 closed out — a net gain of 3 holders — while 41 added to existing stakes and 42 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $14.6M. The largest seller was Millennium Management, cutting an estimated $6.55M.
- 118 institutional investors held Stoneridge (SRI) as of Q1 2023, up from 116 in Q4 2022.
- Funds reported $489M of Stoneridge stock for Q1 2023, down 6.8% quarter-over-quarter.
- 14 funds opened new Stoneridge positions in Q1 2023 and 11 closed out, a net change of +3 holders.
- The largest Stoneridge buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $14.6M added.
- The largest Stoneridge seller in Q1 2023 was Millennium Management, an estimated $6.55M sold.
Based on aggregated 13F filings for Q1 2023.