Stoneridge
SRI
114 hedge funds and large institutions have $307M invested in Stoneridge in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 23 closing their positions.
19% more capital invested
Capital invested by funds: $258M → $307M (+$48.1M)
0.47% more ownership
Funds ownership: 83.94% → 84.41% (+0.47%)
11% less funds holding
Funds holding: 128 → 114 (-14)
20% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 45
57% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$13.9M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$9.34M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$5.82M |
| 4 |
Pzena Investment Management
New York
|
+$4.28M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$7.43M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$3.03M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$2.85M |
| 4 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$2.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.27M |
SRI Hedge Fund Activity: Q4 2013 in Review
114 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2013, worth a combined $307M — up 19% from $258M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of SRI and 10 opened new positions — a net loss of 13 holders — while 45 trimmed existing stakes and 36 added.
The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $13.9M. The largest seller was Investment Counselors of Maryland, exiting entirely with an estimated $7.43M sold.
- 114 institutional investors held Stoneridge (SRI) as of Q4 2013, down from 128 in Q3 2013.
- Funds reported $307M of Stoneridge stock for Q4 2013, up 19% quarter-over-quarter.
- 10 funds opened new Stoneridge positions in Q4 2013 and 23 closed out, a net change of -13 holders.
- The largest Stoneridge buyer in Q4 2013 was Rutabaga Capital Management, an estimated $13.9M added.
- The largest Stoneridge seller in Q4 2013 was Investment Counselors of Maryland, an estimated $7.43M sold.
Based on aggregated 13F filings for Q4 2013.