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Stoneridge

129 hedge funds and large institutions have $166M invested in Stoneridge in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $751K | Put options by funds: $468K

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1% less funds holding

Funds holding: 130129 (-1)

1.25% less ownership

Funds ownership: 96.19%94.94% (-1.2%)

45% less capital invested

Capital invested by funds: $299M → $166M (-$133M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
51
Reduced
37
Closed
30
Calls
$751K
Puts
$468K
Net Calls
+$283K
Net Calls Change
+$283K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.3M -$221K -28,807 -1%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$10.1M -$11M -1,429,683 -47%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.67M -$795K -103,461 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.33M -$585K -76,106 -5%
CCPM
5
Cooper Creek Partners Management
New York
$9.04M +$75.5K +9,829 +0.7%
CB
6
Cooke & Bieler
Pennsylvania
$8.86M -$542K -70,507 -5%
EMCIP
7
Ewing Morris & Co Investment Partners
Ontario, Canada
$8.84M +$129K +16,833 +1%
RA
8
Royce & Associates
New York
$8.04M -$579K -75,420 -6%
Millennium Management
9
Millennium Management
New York
$5.81M +$5.8M +755,223 +441%
ACA
10
AYAL Capital Advisors
Ontario, Canada
$5.79M +$5.15M +669,935 +264%
ACH
11
ArrowMark Colorado Holdings
Colorado
$5.51M -$4.6M -598,514 -40%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$4.39M +$4.31M +561,488 +406%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.88M +$19.5K +2,543 +0.4%
State Street
14
State Street
Massachusetts
$3.6M -$416K -54,183 -9%
KCM
15
Kennedy Capital Management
Missouri
$3.15M +$151K +19,691 +4%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$2.82M +$2.08M +271,205 +152%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$2.74M +$3.12M +405,697 +1,258%
Morgan Stanley
18
Morgan Stanley
New York
$2.69M +$1.41M +183,104 +75%
Raymond James Financial
19
Raymond James Financial
Florida
$2.18M +$2.67M +347,714 New
2L
20
22NW LP
Washington
$2.15M +$2.63M +342,787 New
American Century Companies
21
American Century Companies
Missouri
$2.01M +$134K +17,446 +6%
Goldman Sachs
22
Goldman Sachs
New York
$1.97M +$167K +21,747 +7%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$1.88M +$1.63M +211,622 +241%
Citadel Advisors
24
Citadel Advisors
Florida
$1.81M +$1.37M +178,546 +163%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.71M +$1.66M +215,764 +381%

SRI Hedge Fund Activity: Q4 2024 in Review

129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stoneridge (SRI) for Q4 2024, worth a combined $166M — down 45% from $299M a quarter earlier.

Fund positioning in SRI was balanced in Q4 2024: 30 funds opened new positions, 30 closed out, 51 added to existing stakes and 37 trimmed.

The largest buyer was Millennium Management, adding an estimated $5.8M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $18M sold.

  • 129 institutional investors held Stoneridge (SRI) as of Q4 2024, down from 130 in Q3 2024.
  • Funds reported $166M of Stoneridge stock for Q4 2024, down 45% quarter-over-quarter.
  • 30 funds opened new Stoneridge positions in Q4 2024 and 30 closed out, a net change of 0 holders.
  • The largest Stoneridge buyer in Q4 2024 was Millennium Management, an estimated $5.8M added.
  • The largest Stoneridge seller in Q4 2024 was Frontier Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2024.