Stoneridge
SRI
113 hedge funds and large institutions have $510M invested in Stoneridge in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 12 closing their positions.
2.65% more ownership
Funds ownership: 95.7% → 98.34% (+2.6%)
4% more capital invested
Capital invested by funds: $489M → $510M (+$20.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 45
4% less funds holding
Funds holding: 118 → 113 (-5)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $26K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$15.1M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$4.59M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$3.25M |
| 4 |
ER
EVR Research
Richmond,
Virginia
|
+$3.07M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$13.2M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$1.79M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$1.61M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.57M |
| 5 |
Millennium Management
New York
|
-$1.18M |
SRI Hedge Fund Activity: Q2 2023 in Review
113 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q2 2023, worth a combined $510M — up 4.3% from $489M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SRI and 7 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 44 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $15.1M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $13.2M.
- 113 institutional investors held Stoneridge (SRI) as of Q2 2023, down from 118 in Q1 2023.
- Funds reported $510M of Stoneridge stock for Q2 2023, up 4.3% quarter-over-quarter.
- 7 funds opened new Stoneridge positions in Q2 2023 and 12 closed out, a net change of -5 holders.
- The largest Stoneridge buyer in Q2 2023 was Thrivent Financial for Lutherans, an estimated $15.1M added.
- The largest Stoneridge seller in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $13.2M sold.
Based on aggregated 13F filings for Q2 2023.