Stoneridge
SRI
155 hedge funds and large institutions have $461M invested in Stoneridge in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
48% more capital inflows, than outflows
Capital inflows: $71.7M | Capital outflows: $48.5M
26% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 50
13% more funds holding
Funds holding: 137 → 155 (+18)
4.79% more ownership
Funds ownership: 85.23% → 90.02% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Walthausen & Co
Malta,
New York
|
+$7.4M |
| 2 |
Numeric Investors
Boston,
Massachusetts
|
+$7.34M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.92M |
| 4 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$4.68M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$4.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$10.4M |
| 2 |
Pzena Investment Management
New York
|
-$7.11M |
| 3 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$5.05M |
| 4 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$4.83M |
| 5 |
Laurion Capital Management
New York
|
-$4.82M |
SRI Hedge Fund Activity: Q3 2016 in Review
155 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2016, worth a combined $461M — up 30% from $354M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SRI positions and 5 closed out — a net gain of 18 holders — while 63 added to existing stakes and 50 trimmed.
The largest buyer was Walthausen & Co, opening a new position worth an estimated $7.4M. The largest seller was NWQ Investment Management Company, cutting an estimated $10.4M.
- 155 institutional investors held Stoneridge (SRI) as of Q3 2016, up from 137 in Q2 2016.
- Funds reported $461M of Stoneridge stock for Q3 2016, up 30% quarter-over-quarter.
- 23 funds opened new Stoneridge positions in Q3 2016 and 5 closed out, a net change of +18 holders.
- The largest Stoneridge buyer in Q3 2016 was Walthausen & Co, an estimated $7.4M added.
- The largest Stoneridge seller in Q3 2016 was NWQ Investment Management Company, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2016.