Stoneridge
SRI
141 hedge funds and large institutions have $491M invested in Stoneridge in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 12 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 46
27% more capital invested
Capital invested by funds: $387M → $491M (+$104M)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding
Funds holding: 141 → 141 (0)
1.18% less ownership
Funds ownership: 89.14% → 87.97% (-1.2%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $8K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HM
HCSF Management
San Francisco,
California
|
+$3.37M |
| 2 |
Millennium Management
New York
|
+$2.84M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.37M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.28M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Walthausen & Co
Malta,
New York
|
-$6.82M |
| 2 |
Pzena Investment Management
New York
|
-$6.39M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.54M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.52M |
| 5 |
JP Morgan Chase
New York
|
-$1.29M |
SRI Hedge Fund Activity: Q3 2017 in Review
141 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2017, worth a combined $491M — up 27% from $387M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SRI positions and 12 closed out — a net gain of 1 holder — while 63 added to existing stakes and 46 trimmed.
The largest buyer was HCSF Management, opening a new position worth an estimated $3.37M. The largest seller was Walthausen & Co, cutting an estimated $6.82M.
- 141 institutional investors held Stoneridge (SRI) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $491M of Stoneridge stock for Q3 2017, up 27% quarter-over-quarter.
- 13 funds opened new Stoneridge positions in Q3 2017 and 12 closed out, a net change of +1 holder.
- The largest Stoneridge buyer in Q3 2017 was HCSF Management, an estimated $3.37M added.
- The largest Stoneridge seller in Q3 2017 was Walthausen & Co, an estimated $6.82M sold.
Based on aggregated 13F filings for Q3 2017.