Stoneridge
SRI
129 hedge funds and large institutions have $166M invested in Stoneridge in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 30 closing their positions.
60% more call options, than puts
Call options by funds: $751K | Put options by funds: $468K
38% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 37
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
1% less funds holding
Funds holding: 130 → 129 (-1)
1.25% less ownership
Funds ownership: 96.19% → 94.94% (-1.2%)
45% less capital invested
Capital invested by funds: $299M → $166M (-$133M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$5.8M |
| 2 |
ACA
AYAL Capital Advisors
Toronto,
Ontario, Canada
|
+$5.15M |
| 3 |
D.E. Shaw & Co
New York
|
+$4.31M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.12M |
| 5 |
2L
22NW LP
Seattle,
Washington
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$18M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$11M |
| 3 |
ER
EVR Research
Richmond,
Virginia
|
-$5.15M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$4.6M |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$4.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NC
151
nVerses Capital
Wellington,
Florida
| – | -$59.3K | -5,300 | Closed |
|
|
ACM
152
Aquatic Capital Management
Chicago,
Illinois
| – | -$54.8K | -4,900 | Closed |
|
153
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$49.6K | -4,435 | Closed |
|
154
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$48K | -4,303 | Closed |
|
|
PHK
155
Point72 Hong Kong
Hong Kong
| – | -$3.07K | -274 | Closed |
|
|
CFG
156
Copley Financial Group
San Diego,
California
| – | -$560 | -50 | Closed |
|
|
CPA
157
Capital Performance Advisors
Walnut Creek,
California
| – | -$280 | -25 | Closed |
|
|
AAP
158
Arax Advisory Partners
Denver,
Colorado
| – | -$258 | -23 | Closed |
|
|
SAM
159
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$250 | -22 | Closed |
|
SRI Hedge Fund Activity: Q4 2024 in Review
129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2024, worth a combined $166M — down 45% from $299M a quarter earlier.
Fund positioning in SRI was balanced in Q4 2024: 30 funds opened new positions, 30 closed out, 51 added to existing stakes and 37 trimmed.
The largest buyer was Millennium Management, adding an estimated $5.8M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $18M sold.
- 129 institutional investors held Stoneridge (SRI) as of Q4 2024, down from 130 in Q3 2024.
- Funds reported $166M of Stoneridge stock for Q4 2024, down 45% quarter-over-quarter.
- 30 funds opened new Stoneridge positions in Q4 2024 and 30 closed out, a net change of 0 holders.
- The largest Stoneridge buyer in Q4 2024 was Millennium Management, an estimated $5.8M added.
- The largest Stoneridge seller in Q4 2024 was Frontier Capital Management, an estimated $18M sold.
Based on aggregated 13F filings for Q4 2024.