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Stoneridge
SRI

130 hedge funds and large institutions have $299M invested in Stoneridge in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

14% more funds holding

Funds holding: 114 → 130 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

2.28% less ownership

Funds ownership: 98.47% → 96.19% (-2.3%)

31% less capital invested

Capital invested by funds: $435M → $299M (-$135M)

Holders
130
Holders Change
+16
Holders Change %
+14.04%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
39
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ER
EVR Research
Virginia
+$4.64M
2
Goldman Sachs
Goldman Sachs
New York
+$2.28M
3
RA
Royce & Associates
New York
+$2.12M
4
American Century Companies
American Century Companies
Missouri
+$2.04M
5
Millennium Management
Millennium Management
New York
+$1.98M

Top Sellers

1
CCPM
Cooper Creek Partners Management
New York
-$9.05M
2
FCM
Frontier Capital Management
Massachusetts
-$8.31M
3
PM
Pembroke Management
Quebec, Canada
-$5.69M
4
SI
Scout Investments
Missouri
-$3.43M
5
CAC
Cowen and Company
New York
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
126
Capital Performance Advisors
California
$280 +$357 +25 New
AAP
127
Arax Advisory Partners
Colorado
$258 – – –
SAM
128
Smartleaf Asset Management
Massachusetts
$250 +$314 +22 New
GI
129
GAMMA Investing
California
$134 -$157 -11 -48%
RIL
130
Rothschild Investment LLC
Illinois
$112 -$143 -10 -50%
PM
131
Pembroke Management
Quebec, Canada
– -$5.69M -356,285 Closed
SI
132
Scout Investments
Missouri
– -$3.43M -214,627 Closed
CAC
133
Cowen and Company
New York
– -$2.23M -140,000 Closed
PCMF
134
Private Capital Management (Florida)
Florida
– -$1.14M -71,685 Closed
Fisher Asset Management
135
Fisher Asset Management
Washington
– -$608K -38,124 Closed
DM
136
Deerfield Management
New York
– -$472K -29,592 Closed
SFA
137
Sequoia Financial Advisors
Ohio
– -$344K -21,550 Closed
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
– -$323K -20,231 Closed
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
– -$289K -18,120 Closed
PP
140
PDT Partners
New York
– -$204K -12,803 Closed
Two Sigma Advisers
141
Two Sigma Advisers
New York
– -$195K -12,200 Closed
AT
142
American Trust
Kentucky
– -$160K -10,032 Closed
S
143
SignatureFD
Georgia
– -$4.02K -252 Closed
LC
144
Lindbrook Capital
California
– -$3.99K -250 Closed
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
– -$718 -45 Closed
2 3 4 5
6

SRI Hedge Fund Activity: Q3 2024 in Review

130 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2024, worth a combined $299M — down 31% from $435M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SRI positions and 15 closed out — a net gain of 16 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was EVR Research, adding an estimated $4.64M. The largest seller was Cooper Creek Partners Management, cutting an estimated $9.05M.

  • 130 institutional investors held Stoneridge (SRI) as of Q3 2024, up from 114 in Q2 2024.
  • Funds reported $299M of Stoneridge stock for Q3 2024, down 31% quarter-over-quarter.
  • 31 funds opened new Stoneridge positions in Q3 2024 and 15 closed out, a net change of +16 holders.
  • The largest Stoneridge buyer in Q3 2024 was EVR Research, an estimated $4.64M added.
  • The largest Stoneridge seller in Q3 2024 was Cooper Creek Partners Management, an estimated $9.05M sold.

Based on aggregated 13F filings for Q3 2024.