Stoneridge
SRI
145 hedge funds and large institutions have $437M invested in Stoneridge in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 19 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 52
10% less capital inflows, than outflows
Capital inflows: $55.7M | Capital outflows: $61.8M
1.19% less ownership
Funds ownership: 90.02% → 88.83% (-1.2%)
6% less funds holding
Funds holding: 155 → 145 (-10)
47% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Numeric Investors
Boston,
Massachusetts
|
+$10.6M |
| 2 |
1SAMC
12th Street Asset Management Company
Nashville,
Tennessee
|
+$5.23M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
+$2.63M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$2.04M |
| 5 |
BlackRock Fund Advisors
San Francisco,
California
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$7.33M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$4.99M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.91M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$4.86M |
| 5 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$4.76M |
SRI Hedge Fund Activity: Q4 2016 in Review
145 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2016, worth a combined $437M — down 5.1% from $461M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of SRI and 10 opened new positions — a net loss of 9 holders — while 52 trimmed existing stakes and 59 added.
The largest buyer was Numeric Investors, adding an estimated $10.6M. The largest seller was NWQ Investment Management Company, cutting an estimated $7.33M.
- 145 institutional investors held Stoneridge (SRI) as of Q4 2016, down from 155 in Q3 2016.
- Funds reported $437M of Stoneridge stock for Q4 2016, down 5.1% quarter-over-quarter.
- 10 funds opened new Stoneridge positions in Q4 2016 and 19 closed out, a net change of -9 holders.
- The largest Stoneridge buyer in Q4 2016 was Numeric Investors, an estimated $10.6M added.
- The largest Stoneridge seller in Q4 2016 was NWQ Investment Management Company, an estimated $7.33M sold.
Based on aggregated 13F filings for Q4 2016.