Stoneridge
SRI
115 hedge funds and large institutions have $525M invested in Stoneridge in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
60% more call options, than puts
Call options by funds: $24K | Put options by funds: $15K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more capital invested
Capital invested by funds: $452M → $525M (+$72.6M)
4% more funds holding
Funds holding: 111 → 115 (+4)
3% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 38
8.56% less ownership
Funds ownership: 97.64% → 89.08% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$8.36M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.65M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$3.15M |
| 4 |
Bank of New York Mellon
New York
|
+$2.03M |
| 5 |
BlackRock
New York
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$13.6M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$8.03M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$5.15M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$4.76M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$3.52M |
SRI Hedge Fund Activity: Q4 2022 in Review
115 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2022, worth a combined $525M — up 16% from $452M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SRI positions and 9 closed out — a net gain of 6 holders — while 39 added to existing stakes and 38 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $8.36M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $13.6M sold.
- 115 institutional investors held Stoneridge (SRI) as of Q4 2022, up from 111 in Q3 2022.
- Funds reported $525M of Stoneridge stock for Q4 2022, up 16% quarter-over-quarter.
- 15 funds opened new Stoneridge positions in Q4 2022 and 9 closed out, a net change of +6 holders.
- The largest Stoneridge buyer in Q4 2022 was Millennium Management, an estimated $8.36M added.
- The largest Stoneridge seller in Q4 2022 was Massachusetts Financial Services, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2022.