Stoneridge
SRI
154 hedge funds and large institutions have $577M invested in Stoneridge in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 54 reducing their positions, and 16 closing their positions.
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
40% more call options, than puts
Call options by funds: $3M | Put options by funds: $2.14M
18% more capital invested
Capital invested by funds: $491M → $577M (+$86.6M)
9% more funds holding
Funds holding: 141 → 154 (+13)
1.66% more ownership
Funds ownership: 87.97% → 89.63% (+1.7%)
7% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 54
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.12M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
+$7.98M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$7.06M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$5.63M |
| 5 |
Morgan Stanley
New York
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$18.4M |
| 2 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$7.9M |
| 3 |
Millennium Management
New York
|
-$6.18M |
| 4 |
RA
Royce & Associates
New York
|
-$5.32M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$2.48M |
SRI Hedge Fund Activity: Q4 2017 in Review
154 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2017, worth a combined $577M — up 18% from $491M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SRI positions and 16 closed out — a net gain of 14 holders — while 50 added to existing stakes and 54 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $8.12M. The largest seller was Pzena Investment Management, cutting an estimated $18.4M.
- 154 institutional investors held Stoneridge (SRI) as of Q4 2017, up from 141 in Q3 2017.
- Funds reported $577M of Stoneridge stock for Q4 2017, up 18% quarter-over-quarter.
- 30 funds opened new Stoneridge positions in Q4 2017 and 16 closed out, a net change of +14 holders.
- The largest Stoneridge buyer in Q4 2017 was Royal Bank of Canada, an estimated $8.12M added.
- The largest Stoneridge seller in Q4 2017 was Pzena Investment Management, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2017.