SRTA ranks #3807 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
SRTA is a disclosed holding of Daniel Loeb (Third Point LLC), one of the tracked superinvestors on AlphaSMO — it makes up 0.6% of that fund's own 13F portfolio.
SRTA is a top-conviction position for Northern Right Capital Management, L.P. — at 7.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SRTA belongs to Third Point LLC, but the position matters far more to Northern Right Capital Management, L.P., who has 7.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Northern Right Capital Management, L.P. has added to its SRTA position for two straight quarters, increasing it by $12.0M to reach $25.8M today.
Cathie Wood has trimmed its SRTA position for two straight quarters, cutting it by $19.8M while still holding $14.4M.
SRTA is up 0.8% today, but institutions show net selling of $7.4M this quarter — a divergence between today's price move and the underlying institutional flow.