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Stoneridge

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: 108114 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
-$27.7K -1,503 Closed
EWA
127
EverSource Wealth Advisors
Alabama
-$1.56K -104 Closed
NA
128
NewEdge Advisors
Louisiana
-$1.57K -85 Closed
US Bancorp
129
US Bancorp
Minnesota
-$295 -16 Closed
AWM
130
Avior Wealth Management
Nebraska
-$147 -8 Closed
PA
131
Parallel Advisors
California
-$148 -8 Closed