Stoneridge
SRI
137 hedge funds and large institutions have $354M invested in Stoneridge in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 59 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
10% more funds holding
Funds holding: 125 → 137 (+12)
2% less capital invested
Capital invested by funds: $360M → $354M (-$5.66M)
4.05% less ownership
Funds ownership: 89.28% → 85.23% (-4.1%)
39% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 59
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$5.97M |
| 2 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$4.34M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$3.43M |
| 4 |
1SAMC
12th Street Asset Management Company
Nashville,
Tennessee
|
+$3.13M |
| 5 |
Renaissance Technologies
New York
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$18.1M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$6.21M |
| 3 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$5.7M |
| 4 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$5.38M |
| 5 |
Pzena Investment Management
New York
|
-$4.02M |
SRI Hedge Fund Activity: Q2 2016 in Review
137 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q2 2016, worth a combined $354M — down 1.6% from $360M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SRI positions and 13 closed out — a net gain of 14 holders — while 36 added to existing stakes and 59 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $5.97M. The largest seller was Goldman Sachs, cutting an estimated $18.1M.
- 137 institutional investors held Stoneridge (SRI) as of Q2 2016, up from 125 in Q1 2016.
- Funds reported $354M of Stoneridge stock for Q2 2016, down 1.6% quarter-over-quarter.
- 27 funds opened new Stoneridge positions in Q2 2016 and 13 closed out, a net change of +14 holders.
- The largest Stoneridge buyer in Q2 2016 was Laurion Capital Management, an estimated $5.97M added.
- The largest Stoneridge seller in Q2 2016 was Goldman Sachs, an estimated $18.1M sold.
Based on aggregated 13F filings for Q2 2016.