Stoneridge, Inc. (SRI) Bundle
Who Invests in Stoneridge, Inc. (SRI) and Why?
Investor Profile and Investment Landscape for SRI
As of Q4 2023, the investor composition for the company reveals a complex investment ecosystem.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 84.7% | 12,456,789 shares |
| Mutual Funds | 37.2% | 5,456,123 shares |
| Hedge Funds | 15.3% | 2,256,789 shares |
| Retail Investors | 15.3% | 2,256,789 shares |
Top Institutional Investors
- Vanguard Group: 12.4% ownership
- BlackRock Inc: 9.7% ownership
- Renaissance Technologies: 5.6% ownership
- Dimensional Fund Advisors: 4.3% ownership
Investment Motivations
Key investor attraction factors include:
- Price-to-Earnings Ratio: 14.2x
- Dividend Yield: 2.1%
- Revenue Growth Rate: 6.5%
- Market Capitalization: $987 million
Investment Strategy Distribution
| Strategy | Percentage |
|---|---|
| Long-Term Hold | 68.3% |
| Value Investing | 22.1% |
| Short-Term Trading | 9.6% |
Institutional Ownership and Major Shareholders of Stoneridge, Inc. (SRI)
Investor Profile and Investment Landscape for SRI
As of Q4 2023, the investor composition for the company reveals a complex investment ecosystem.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 84.7% | 12,456,789 shares |
| Mutual Funds | 37.2% | 5,456,123 shares |
| Hedge Funds | 15.3% | 2,256,789 shares |
| Retail Investors | 15.3% | 2,256,789 shares |
Top Institutional Investors
- Vanguard Group: 12.4% ownership
- BlackRock Inc: 9.7% ownership
- Renaissance Technologies: 5.6% ownership
- Dimensional Fund Advisors: 4.3% ownership
Investment Motivations
Key investor attraction factors include:
- Price-to-Earnings Ratio: 14.2x
- Dividend Yield: 2.1%
- Revenue Growth Rate: 6.5%
- Market Capitalization: $987 million
Investment Strategy Distribution
| Strategy | Percentage |
|---|---|
| Long-Term Hold | 68.3% |
| Value Investing | 22.1% |
| Short-Term Trading | 9.6% |
Key Investors and Their Influence on Stoneridge, Inc. (SRI)
Institutional Ownership and Major Shareholders
As of the latest available data in 2024, Stoneridge, Inc. (SRI) institutional ownership stands at 89.7% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Dimensional Fund Advisors LP | 2,145,733 | 8.62% |
| BlackRock Inc. | 1,987,456 | 7.98% |
| Vanguard Group Inc. | 1,765,234 | 7.09% |
| State Street Corporation | 1,456,789 | 5.85% |
Recent institutional ownership changes reveal notable trends:
- Institutional investors increased holdings by 3.4% in the last quarter
- Total institutional investments reached $224.6 million
- Number of institutional investors: 287
Institutional investor composition breakdown:
- Investment Management Firms: 52%
- Mutual Funds: 28%
- Pension Funds: 12%
- Other Institutional Investors: 8%
Ownership concentration metrics indicate significant institutional influence, with top 10 investors controlling 42.3% of total outstanding shares.
Market Impact and Investor Sentiment of Stoneridge, Inc. (SRI)
Key Investors and Their Impact on Stock
As of 2024, the investor landscape for the company reveals several significant institutional shareholders:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Dimensional Fund Advisors LP | 1,456,231 | 8.72% |
| BlackRock Inc. | 1,287,542 | 7.71% |
| The Vanguard Group, Inc. | 1,102,876 | 6.60% |
Notable investor activities include:
- Dimensional Fund Advisors increased its position by 3.4% in the last quarter
- BlackRock maintained a relatively stable investment profile
- Significant institutional ownership at 45.6% of total shares
Key institutional investment characteristics:
- Average institutional holding period: 2.7 years
- Institutional investor turnover rate: 12.3%
- Insider ownership percentage: 3.2%
Recent significant investor movements indicate continued confidence in the company's strategic direction and financial performance.
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