Stoneridge
SRI
112 hedge funds and large institutions have $359M invested in Stoneridge in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
18% more capital invested
Capital invested by funds: $304M → $359M (+$54.8M)
7% more funds holding
Funds holding: 105 → 112 (+7)
0.98% less ownership
Funds ownership: 88.31% → 87.34% (-0.98%)
24% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$5.91M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$1.46M |
| 3 |
RA
Royce & Associates
New York
|
+$1.17M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
+$1.17M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$10M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$2.11M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$1.66M |
| 4 |
SAM
Shell Asset Management
The Hague,
Netherlands
|
-$843K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$605K |
SRI Hedge Fund Activity: Q4 2015 in Review
112 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2015, worth a combined $359M — up 18% from $304M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SRI positions and 9 closed out — a net gain of 7 holders — while 32 added to existing stakes and 42 trimmed.
The largest buyer was ACK Asset Management, opening a new position worth an estimated $5.91M. The largest seller was Goldman Sachs, cutting an estimated $10M.
- 112 institutional investors held Stoneridge (SRI) as of Q4 2015, up from 105 in Q3 2015.
- Funds reported $359M of Stoneridge stock for Q4 2015, up 18% quarter-over-quarter.
- 16 funds opened new Stoneridge positions in Q4 2015 and 9 closed out, a net change of +7 holders.
- The largest Stoneridge buyer in Q4 2015 was ACK Asset Management, an estimated $5.91M added.
- The largest Stoneridge seller in Q4 2015 was Goldman Sachs, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2015.