Stoneridge
SRI
147 hedge funds and large institutions have $891M invested in Stoneridge in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 28 closing their positions.
14% more capital invested
Capital invested by funds: $783M → $891M (+$108M)
3.14% more ownership
Funds ownership: 95.25% → 98.4% (+3.1%)
8% less funds holding
Funds holding: 159 → 147 (-12)
15% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 60
36% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$34.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.2M |
| 3 |
Bank of New York Mellon
New York
|
+$16.7M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$13.4M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$15.7M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$10.5M |
| 3 |
RA
Royce & Associates
New York
|
-$7.43M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$7.25M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$6.41M |
SRI Hedge Fund Activity: Q2 2019 in Review
147 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q2 2019, worth a combined $891M — up 14% from $783M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of SRI and 18 opened new positions — a net loss of 10 holders — while 60 trimmed existing stakes and 51 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $34.5M. The largest seller was LSV Asset Management, cutting an estimated $15.7M.
- 147 institutional investors held Stoneridge (SRI) as of Q2 2019, down from 159 in Q1 2019.
- Funds reported $891M of Stoneridge stock for Q2 2019, up 14% quarter-over-quarter.
- 18 funds opened new Stoneridge positions in Q2 2019 and 28 closed out, a net change of -10 holders.
- The largest Stoneridge buyer in Q2 2019 was T. Rowe Price Associates, an estimated $34.5M added.
- The largest Stoneridge seller in Q2 2019 was LSV Asset Management, an estimated $15.7M sold.
Based on aggregated 13F filings for Q2 2019.