Stoneridge
SRI
128 hedge funds and large institutions have $258M invested in Stoneridge in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 13 closing their positions.
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
23% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 39
7.15% more ownership
Funds ownership: 76.79% → 83.94% (+7.1%)
2% more funds holding
Funds holding: 125 → 128 (+3)
1% more capital invested
Capital invested by funds: $255M → $258M (+$3.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$14M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$13.6M |
| 3 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$7.04M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$4.65M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$7.62M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.12M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$5.31M |
| 4 |
Goldman Sachs
New York
|
-$4.15M |
| 5 |
Renaissance Technologies
New York
|
-$2.79M |
SRI Hedge Fund Activity: Q3 2013 in Review
128 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2013, worth a combined $258M — up 1.5% from $255M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SRI positions and 13 closed out — a net gain of 3 holders — while 48 added to existing stakes and 39 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $14M. The largest seller was Investment Counselors of Maryland, cutting an estimated $7.62M.
- 128 institutional investors held Stoneridge (SRI) as of Q3 2013, up from 125 in Q2 2013.
- Funds reported $258M of Stoneridge stock for Q3 2013, up 1.5% quarter-over-quarter.
- 16 funds opened new Stoneridge positions in Q3 2013 and 13 closed out, a net change of +3 holders.
- The largest Stoneridge buyer in Q3 2013 was JP Morgan Chase, an estimated $14M added.
- The largest Stoneridge seller in Q3 2013 was Investment Counselors of Maryland, an estimated $7.62M sold.
Based on aggregated 13F filings for Q3 2013.