Stoneridge
SRI
159 hedge funds and large institutions have $783M invested in Stoneridge in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 15 closing their positions.
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
3% more funds holding
Funds holding: 154 → 159 (+5)
4% more capital inflows, than outflows
Capital inflows: $84.5M | Capital outflows: $81M
0.21% more ownership
Funds ownership: 95.04% → 95.25% (+0.21%)
2% less call options, than puts
Call options by funds: $250K | Put options by funds: $256K
20% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 65
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$13.6M |
| 2 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$12.7M |
| 3 |
Frontier Capital Management
Boston,
Massachusetts
|
+$5.17M |
| 4 |
Silvercrest Asset Management
New York
|
+$4.86M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCPM
Cooper Creek Partners Management
New York
|
-$10.2M |
| 2 |
Morgan Stanley
New York
|
-$8.02M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$6.48M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$4.14M |
| 5 |
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$3.93M |
SRI Hedge Fund Activity: Q1 2019 in Review
159 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q1 2019, worth a combined $783M — up 17% from $668M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SRI positions and 15 closed out — a net gain of 6 holders — while 52 added to existing stakes and 65 trimmed.
The largest buyer was Portolan Capital Management, opening a new position worth an estimated $13.6M. The largest seller was Cooper Creek Partners Management, cutting an estimated $10.2M.
- 159 institutional investors held Stoneridge (SRI) as of Q1 2019, up from 154 in Q4 2018.
- Funds reported $783M of Stoneridge stock for Q1 2019, up 17% quarter-over-quarter.
- 21 funds opened new Stoneridge positions in Q1 2019 and 15 closed out, a net change of +6 holders.
- The largest Stoneridge buyer in Q1 2019 was Portolan Capital Management, an estimated $13.6M added.
- The largest Stoneridge seller in Q1 2019 was Cooper Creek Partners Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2019.