Stoneridge
SRI
118 hedge funds and large institutions have $764M invested in Stoneridge in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 54 reducing their positions, and 10 closing their positions.
0.2% more ownership
Funds ownership: 95.23% → 95.43% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 120 → 118 (-2)
6% less capital invested
Capital invested by funds: $817M → $764M (-$52.9M)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
27% less call options, than puts
Call options by funds: $631K | Put options by funds: $870K
31% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$15.8M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$12.9M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$8.02M |
| 4 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$7.7M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$7.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$11.4M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$9.07M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.85M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$5.29M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$5.16M |
SRI Hedge Fund Activity: Q2 2021 in Review
118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q2 2021, worth a combined $764M — down 6.5% from $817M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SRI and 8 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 37 added.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $15.8M. The largest seller was Bank of New York Mellon, cutting an estimated $11.4M.
- 118 institutional investors held Stoneridge (SRI) as of Q2 2021, down from 120 in Q1 2021.
- Funds reported $764M of Stoneridge stock for Q2 2021, down 6.5% quarter-over-quarter.
- 8 funds opened new Stoneridge positions in Q2 2021 and 10 closed out, a net change of -2 holders.
- The largest Stoneridge buyer in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $15.8M added.
- The largest Stoneridge seller in Q2 2021 was Bank of New York Mellon, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2021.