Stoneridge
SRI
150 hedge funds and large institutions have $785M invested in Stoneridge in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 18 closing their positions.
0% more funds holding
Funds holding: 150 → 150 (0)
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
0.68% less ownership
Funds ownership: 98.35% → 97.67% (-0.68%)
6% less capital invested
Capital invested by funds: $834M → $785M (-$49.3M)
19% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 59
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$9.4M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$8.52M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$6.21M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$5.55M |
| 5 |
ECA
Encompass Capital Advisors
New York
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$9.95M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
-$9.83M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$6.3M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
-$5.91M |
| 5 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$5.06M |
SRI Hedge Fund Activity: Q4 2019 in Review
150 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2019, worth a combined $785M — down 5.9% from $834M a quarter earlier.
Fund positioning in SRI was balanced in Q4 2019: 18 funds opened new positions, 18 closed out, 48 added to existing stakes and 59 trimmed.
The largest buyer was Jennison Associates, opening a new position worth an estimated $9.4M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $9.95M sold.
- 150 institutional investors held Stoneridge (SRI) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $785M of Stoneridge stock for Q4 2019, down 5.9% quarter-over-quarter.
- 18 funds opened new Stoneridge positions in Q4 2019 and 18 closed out, a net change of 0 holders.
- The largest Stoneridge buyer in Q4 2019 was Jennison Associates, an estimated $9.4M added.
- The largest Stoneridge seller in Q4 2019 was Hood River Capital Management, an estimated $9.95M sold.
Based on aggregated 13F filings for Q4 2019.