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Churchill Downs

283 hedge funds and large institutions have $3.62B invested in Churchill Downs in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,454% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $926K

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

9% more capital invested

Capital invested by funds: $3.33B → $3.62B (+$287M)

4% more funds holding

Funds holding: 271283 (+12)

2.36% more ownership

Funds ownership: 144.1%146.46% (+2.4%)

21% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 105

Holders
283
Holders Change
+12
Holders Change %
+4.43%
% of All Funds
6.21%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
37
Increased
83
Reduced
105
Closed
24
Calls
$32.9M
Puts
$926K
Net Calls
+$32M
Net Calls Change
+$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$533M +$29.6M +490,214 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$395M -$9.11M -151,040 -2%
PCM
3
PAR Capital Management
Massachusetts
$266M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$246M +$31.8M +526,222 +15%
State Street
5
State Street
Massachusetts
$138M -$1.1M -18,192 -0.8%
NC
6
Nitorum Capital
New York
$125M +$30.8M +511,138 +34%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$94.9M -$213K -3,534 -0.2%
AIM
8
Artemis Investment Management
United Kingdom
$79M -$5.01M -83,090 -6%
Millennium Management
9
Millennium Management
New York
$75.3M +$4.47M +74,076 +6%
Northern Trust
10
Northern Trust
Illinois
$72.9M +$778K +12,886 +1%
Ameriprise
11
Ameriprise
Minnesota
$65.7M -$2.41M -39,954 -4%
Citadel Advisors
12
Citadel Advisors
Florida
$63.1M -$23.2M -385,244 -27%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$58.3M -$433K -7,170 -0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$52.1M -$669K -11,090 -1%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$49.9M -$12.7M -211,086 -21%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$47.8M +$1.29M +21,332 +3%
GKIM
17
GW&K Investment Management
Massachusetts
$46.3M +$5.47M +90,634 +14%
Charles Schwab
18
Charles Schwab
California
$44M +$9.6M +159,004 +29%
Norges Bank
19
Norges Bank
Norway
$43.7M
HWCM
20
Hudson Way Capital Management
Texas
$40.8M +$3.02M +50,000 +8%
EA
21
Emerald Advisers
Pennsylvania
$39.4M -$339K -5,612 -0.9%
GI
22
GAMCO Investors
Connecticut
$37.6M -$4.1M -67,934 -10%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$37.5M +$3.06M +50,770 +9%
LCOV
24
London Company of Virginia
Virginia
$36.4M -$984K -16,308 -3%
Invesco
25
Invesco
Georgia
$30.8M +$3.2M +52,984 +12%

CHDN Hedge Fund Activity: Q3 2019 in Review

283 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Churchill Downs (CHDN) for Q3 2019, worth a combined $3.62B — up 8.6% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CHDN positions and 24 closed out — a net gain of 13 holders — while 83 added to existing stakes and 105 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $31.8M. The largest seller was Citadel Advisors, cutting an estimated $23.2M.

  • 283 institutional investors held Churchill Downs (CHDN) as of Q3 2019, up from 271 in Q2 2019.
  • Funds reported $3.62B of Churchill Downs stock for Q3 2019, up 8.6% quarter-over-quarter.
  • 37 funds opened new Churchill Downs positions in Q3 2019 and 24 closed out, a net change of +13 holders.
  • The largest Churchill Downs buyer in Q3 2019 was Fidelity Investments, an estimated $31.8M added.
  • The largest Churchill Downs seller in Q3 2019 was Citadel Advisors, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2019.