Stoneridge
SRI
149 hedge funds and large institutions have $461M invested in Stoneridge in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
31% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 45
5% more capital invested
Capital invested by funds: $437M → $461M (+$23.7M)
3% more funds holding
Funds holding: 145 → 149 (+4)
2.34% more ownership
Funds ownership: 88.83% → 91.17% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$31.9M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$6.28M |
| 3 |
Millennium Management
New York
|
+$2.99M |
| 4 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$2.68M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$9.38M |
| 2 |
1SAMC
12th Street Asset Management Company
Nashville,
Tennessee
|
-$3.45M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$2.96M |
| 4 |
Pzena Investment Management
New York
|
-$2.33M |
| 5 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$2.26M |
SRI Hedge Fund Activity: Q1 2017 in Review
149 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q1 2017, worth a combined $461M — up 5.4% from $437M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SRI positions and 13 closed out — a net gain of 10 holders — while 59 added to existing stakes and 45 trimmed.
The largest buyer was BlackRock, adding an estimated $31.9M. The largest seller was Northpointe Capital, exiting entirely with an estimated $9.38M sold.
- 149 institutional investors held Stoneridge (SRI) as of Q1 2017, up from 145 in Q4 2016.
- Funds reported $461M of Stoneridge stock for Q1 2017, up 5.4% quarter-over-quarter.
- 23 funds opened new Stoneridge positions in Q1 2017 and 13 closed out, a net change of +10 holders.
- The largest Stoneridge buyer in Q1 2017 was BlackRock, an estimated $31.9M added.
- The largest Stoneridge seller in Q1 2017 was Northpointe Capital, an estimated $9.38M sold.
Based on aggregated 13F filings for Q1 2017.