Stoneridge
SRI
118 hedge funds and large institutions have $786M invested in Stoneridge in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 11 closing their positions.
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
67% more capital invested
Capital invested by funds: $472M → $786M (+$314M)
8% more funds holding
Funds holding: 109 → 118 (+9)
1.27% more ownership
Funds ownership: 94.96% → 96.24% (+1.3%)
18% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.76M |
| 2 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$5.99M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$4.97M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$4.86M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$13.2M |
| 2 |
CCPM
Cooper Creek Partners Management
New York
|
-$4.04M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$3.94M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$3.42M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.05M |
SRI Hedge Fund Activity: Q4 2020 in Review
118 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2020, worth a combined $786M — up 67% from $472M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SRI positions and 11 closed out — a net gain of 10 holders — while 37 added to existing stakes and 45 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $8.76M. The largest seller was Cooke & Bieler, cutting an estimated $13.2M.
- 118 institutional investors held Stoneridge (SRI) as of Q4 2020, up from 109 in Q3 2020.
- Funds reported $786M of Stoneridge stock for Q4 2020, up 67% quarter-over-quarter.
- 21 funds opened new Stoneridge positions in Q4 2020 and 11 closed out, a net change of +10 holders.
- The largest Stoneridge buyer in Q4 2020 was Wasatch Advisors, an estimated $8.76M added.
- The largest Stoneridge seller in Q4 2020 was Cooke & Bieler, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2020.