Stoneridge
SRI
116 hedge funds and large institutions have $530M invested in Stoneridge in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.68% more ownership
Funds ownership: 97.65% → 98.34% (+0.68%)
0% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 44
1% less funds holding
Funds holding: 117 → 116 (-1)
2% less capital invested
Capital invested by funds: $539M → $530M (-$9.08M)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
92% less call options, than puts
Call options by funds: $26K | Put options by funds: $313K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCPM
Cooper Creek Partners Management
New York
|
+$5.28M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$3.49M |
| 3 |
BlackRock
New York
|
+$2.08M |
| 4 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$1.68M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$6.03M |
| 2 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$3.98M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.14M |
| 4 |
RC
Roubaix Capital
Denver,
Colorado
|
-$2.53M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.82M |
SRI Hedge Fund Activity: Q4 2023 in Review
116 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2023, worth a combined $530M — down 1.7% from $539M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SRI and 9 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 44 added.
The largest buyer was Cooper Creek Partners Management, adding an estimated $5.28M. The largest seller was Bank of New York Mellon, cutting an estimated $6.03M.
- 116 institutional investors held Stoneridge (SRI) as of Q4 2023, down from 117 in Q3 2023.
- Funds reported $530M of Stoneridge stock for Q4 2023, down 1.7% quarter-over-quarter.
- 9 funds opened new Stoneridge positions in Q4 2023 and 10 closed out, a net change of -1 holder.
- The largest Stoneridge buyer in Q4 2023 was Cooper Creek Partners Management, an estimated $5.28M added.
- The largest Stoneridge seller in Q4 2023 was Bank of New York Mellon, an estimated $6.03M sold.
Based on aggregated 13F filings for Q4 2023.