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Churchill Downs

429 hedge funds and large institutions have $6.37B invested in Churchill Downs in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 152 increasing their positions, 146 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 146

0.44% less ownership

Funds ownership: 77.89%77.45% (-0.44%)

5% less funds holding

Funds holding: 451429 (-22)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less capital invested

Capital invested by funds: $7.65B → $6.37B (-$1.28B)

22% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 72

84% less call options, than puts

Call options by funds: $4.53M | Put options by funds: $28.6M

Holders
429
Holders Change
-22
Holders Change %
-4.88%
% of All Funds
5.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
56
Increased
152
Reduced
146
Closed
72
Calls
$4.53M
Puts
$28.6M
Net Calls
-$24.1M
Net Calls Change
-$75.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$851M +$628K +5,251 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$752M -$4.03M -33,751 -0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$341M -$62.2M -520,598 -14%
State Street
4
State Street
Massachusetts
$244M +$2.42M +20,265 +0.9%
LCOV
5
London Company of Virginia
Virginia
$240M -$8.91M -74,548 -3%
Boston Partners
6
Boston Partners
Massachusetts
$194M -$5.36M -44,863 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$182M -$23.7M -198,468 -11%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$176M +$10.1M +84,478 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$155M +$9.92M +83,007 +6%
ACH
10
ArrowMark Colorado Holdings
Colorado
$135M -$15.1M -126,077 -9%
HWCM
11
Hudson Way Capital Management
Texas
$120M +$19.8M +165,417 +18%
Jennison Associates
12
Jennison Associates
New York
$114M +$3.64M +30,444 +3%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$105M -$9.94M -83,205 -8%
Capital International Investors
14
Capital International Investors
California
$105M -$29.6M -247,315 -21%
Ameriprise
15
Ameriprise
Minnesota
$83.6M -$36.8M -308,233 -29%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$74.2M +$18.3M +152,986 +30%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$72.5M +$12.6M +105,585 +19%
Charles Schwab
18
Charles Schwab
California
$68.4M +$1.21M +10,108 +2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$67M +$3.46M +28,989 +5%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$65.6M +$9.68M +81,008 +16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$62.9M -$4.35M -36,430 -6%
Northern Trust
22
Northern Trust
Illinois
$62.8M -$2.93M -24,551 -4%
Millennium Management
23
Millennium Management
New York
$60.9M +$33.9M +284,045 +107%
Norges Bank
24
Norges Bank
Norway
$58.2M -$4.46M -37,302 -7%
SG Americas Securities
25
SG Americas Securities
New York
$56.9M +$61M +510,331 +28,865%

CHDN Hedge Fund Activity: Q1 2025 in Review

429 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Churchill Downs (CHDN) for Q1 2025, worth a combined $6.37B — down 17% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of CHDN and 56 opened new positions — a net loss of 16 holders — while 146 trimmed existing stakes and 152 added.

The largest buyer was SG Americas Securities, adding an estimated $61M. The largest seller was Westfield Capital Management, cutting an estimated $65.5M.

  • 429 institutional investors held Churchill Downs (CHDN) as of Q1 2025, down from 451 in Q4 2024.
  • Funds reported $6.37B of Churchill Downs stock for Q1 2025, down 17% quarter-over-quarter.
  • 56 funds opened new Churchill Downs positions in Q1 2025 and 72 closed out, a net change of -16 holders.
  • The largest Churchill Downs buyer in Q1 2025 was SG Americas Securities, an estimated $61M added.
  • The largest Churchill Downs seller in Q1 2025 was Westfield Capital Management, an estimated $65.5M sold.

Based on aggregated 13F filings for Q1 2025.