Stoneridge
SRI
115 hedge funds and large institutions have $435M invested in Stoneridge in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 17 closing their positions.
7,420% more call options, than puts
Call options by funds: $3.83M | Put options by funds: $51K
69% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 29
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
6% more funds holding
Funds holding: 108 → 115 (+7)
1.55% less ownership
Funds ownership: 100.08% → 98.53% (-1.6%)
20% less capital inflows, than outflows
Capital inflows: $26.6M | Capital outflows: $33.2M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kennedy Capital Management
St Louis,
Missouri
|
+$3.13M |
| 2 |
ER
EVR Research
Richmond,
Virginia
|
+$2.32M |
| 3 |
Cowen and Company
New York
|
+$2.24M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.65M |
| 5 |
Royce & Associates
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$7.75M |
| 2 |
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$3.94M |
| 3 |
Granahan Investment Management
Waltham,
Massachusetts
|
-$3.79M |
| 4 |
Parallax Volatility Advisers
San Francisco,
California
|
-$2.43M |
| 5 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$1.92M |
SRI Hedge Fund Activity: Q2 2024 in Review
115 of the 6,940 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q2 2024, worth a combined $435M — down 15% from $511M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SRI positions and 17 closed out — a net gain of 8 holders — while 49 added to existing stakes and 29 trimmed.
The largest buyer was Kennedy Capital Management, adding an estimated $3.13M. The largest seller was Pembroke Management, cutting an estimated $7.75M.
- 115 institutional investors held Stoneridge (SRI) as of Q2 2024, up from 108 in Q1 2024.
- Funds reported $435M of Stoneridge stock for Q2 2024, down 15% quarter-over-quarter.
- 25 funds opened new Stoneridge positions in Q2 2024 and 17 closed out, a net change of +8 holders.
- The largest Stoneridge buyer in Q2 2024 was Kennedy Capital Management, an estimated $3.13M added.
- The largest Stoneridge seller in Q2 2024 was Pembroke Management, an estimated $7.75M sold.
Based on aggregated 13F filings for Q2 2024.