Stoneridge
SRI
125 hedge funds and large institutions have $360M invested in Stoneridge in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
12% more funds holding
Funds holding: 112 → 125 (+13)
1.95% more ownership
Funds ownership: 87.34% → 89.28% (+1.9%)
0% more capital invested
Capital invested by funds: $359M → $360M (+$1.25M)
0% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$5.12M |
| 2 |
1SAMC
12th Street Asset Management Company
Nashville,
Tennessee
|
+$2.1M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$2.05M |
| 4 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$1.21M |
| 5 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$2.5M |
| 2 |
Goldman Sachs
New York
|
-$2.11M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$1.93M |
| 4 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$1.54M |
| 5 |
Millennium Management
New York
|
-$907K |
SRI Hedge Fund Activity: Q1 2016 in Review
125 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q1 2016, worth a combined $360M — up 0.35% from $359M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SRI positions and 8 closed out — a net gain of 13 holders — while 43 added to existing stakes and 43 trimmed.
The largest buyer was ACK Asset Management, adding an estimated $5.12M. The largest seller was NWQ Investment Management Company, cutting an estimated $2.5M.
- 125 institutional investors held Stoneridge (SRI) as of Q1 2016, up from 112 in Q4 2015.
- Funds reported $360M of Stoneridge stock for Q1 2016, up 0.35% quarter-over-quarter.
- 21 funds opened new Stoneridge positions in Q1 2016 and 8 closed out, a net change of +13 holders.
- The largest Stoneridge buyer in Q1 2016 was ACK Asset Management, an estimated $5.12M added.
- The largest Stoneridge seller in Q1 2016 was NWQ Investment Management Company, an estimated $2.5M sold.
Based on aggregated 13F filings for Q1 2016.