Stoneridge
SRI
112 hedge funds and large institutions have $280M invested in Stoneridge in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 14 closing their positions.
3.46% more ownership
Funds ownership: 84.41% → 87.87% (+3.5%)
3% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 37
2% less funds holding
Funds holding: 114 → 112 (-2)
9% less capital invested
Capital invested by funds: $307M → $280M (-$27M)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$19.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.97M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$2.81M |
| 4 |
Goldman Sachs
New York
|
+$2.46M |
| 5 |
JP Morgan Chase
New York
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$6.63M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$4.36M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$4.3M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$2.1M |
| 5 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$1.68M |
SRI Hedge Fund Activity: Q1 2014 in Review
112 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q1 2014, worth a combined $280M — down 8.8% from $307M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of SRI and 12 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 38 added.
The largest buyer was Pzena Investment Management, adding an estimated $19.4M. The largest seller was Numeric Investors, cutting an estimated $6.63M.
- 112 institutional investors held Stoneridge (SRI) as of Q1 2014, down from 114 in Q4 2013.
- Funds reported $280M of Stoneridge stock for Q1 2014, down 8.8% quarter-over-quarter.
- 12 funds opened new Stoneridge positions in Q1 2014 and 14 closed out, a net change of -2 holders.
- The largest Stoneridge buyer in Q1 2014 was Pzena Investment Management, an estimated $19.4M added.
- The largest Stoneridge seller in Q1 2014 was Numeric Investors, an estimated $6.63M sold.
Based on aggregated 13F filings for Q1 2014.