Stoneridge
SRI
117 hedge funds and large institutions have $539M invested in Stoneridge in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
50% more call options, than puts
Call options by funds: $18K | Put options by funds: $12K
6% more capital invested
Capital invested by funds: $510M → $539M (+$28.9M)
4% more funds holding
Funds holding: 113 → 117 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.69% less ownership
Funds ownership: 98.34% → 97.65% (-0.69%)
7% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$11.5M |
| 2 |
RC
Roubaix Capital
Denver,
Colorado
|
+$2.56M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.44M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.38M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$697K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$3.31M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.87M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
-$2.48M |
| 4 |
ClearBridge Investments
New York
|
-$2.12M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.94M |
SRI Hedge Fund Activity: Q3 2023 in Review
117 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q3 2023, worth a combined $539M — up 5.7% from $510M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SRI positions and 5 closed out — a net gain of 4 holders — while 40 added to existing stakes and 43 trimmed.
The largest buyer was Frontier Capital Management, adding an estimated $11.5M. The largest seller was Granahan Investment Management, cutting an estimated $3.31M.
- 117 institutional investors held Stoneridge (SRI) as of Q3 2023, up from 113 in Q2 2023.
- Funds reported $539M of Stoneridge stock for Q3 2023, up 5.7% quarter-over-quarter.
- 9 funds opened new Stoneridge positions in Q3 2023 and 5 closed out, a net change of +4 holders.
- The largest Stoneridge buyer in Q3 2023 was Frontier Capital Management, an estimated $11.5M added.
- The largest Stoneridge seller in Q3 2023 was Granahan Investment Management, an estimated $3.31M sold.
Based on aggregated 13F filings for Q3 2023.