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Full House Resorts

37 hedge funds and large institutions have $25.4M invested in Full House Resorts in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

0.42% more ownership

Funds ownership: 46.29%46.72% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 3937 (-2)

29% less capital invested

Capital invested by funds: $35.9M → $25.4M (-$10.5M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$3.75M
PWAM
2
Park West Asset Management
California
$2.63M
KCM
3
Kennedy Capital Management
Missouri
$2.58M +$26.2K +10,399 +0.8%
TA
4
Teton Advisors
New York
$2.26M +$57.1K +22,685 +2%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.03M +$228K +90,592 +10%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2M +$10.6K +4,223 +0.4%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.88M +$4.47K +1,777 +0.2%
GF
8
Gabelli Funds
New York
$1.45M +$135K +53,600 +8%
LCM
9
Lafitte Capital Management
Texas
$960K -$1.61M -639,591 -57%
GI
10
GAMCO Investors
Connecticut
$940K +$17.6K +7,000 +2%
WSL
11
Western Standard LLC
California
$808K +$1.01M +400,000 New
CRC
12
Curi RMB Capital
Illinois
$606K +$755K +300,000 New
WPC
13
White Pine Capital
Minnesota
$532K +$270K +107,375 +69%
FC
14
Fairpointe Capital
Illinois
$451K
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$450K -$12.6K -5,000 -2%
BCM
16
Bridgeway Capital Management
Texas
$285K
PCM
17
Penn Capital Management
Pennsylvania
$228K +$12.1K +4,823 +4%
CS
18
Credit Suisse
Switzerland
$202K -$8 -3 -0%
RHAM
19
Round Hill Asset Management
California
$175K
AL
20
Aspiriant LLC
California
$157K
BlackRock
21
BlackRock
New York
$145K
AFG
22
American Financial Group
Ohio
$135K
BCM
23
Brasada Capital Management
Texas
$128K -$58.6K -23,300 -27%
Creative Planning
24
Creative Planning
Kansas
$126K
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$120K

FLL Hedge Fund Activity: Q4 2018 in Review

37 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Full House Resorts (FLL) for Q4 2018, worth a combined $25.4M — down 29% from $35.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FLL and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Western Standard LLC, opening a new position worth an estimated $1.01M. The largest seller was Lafitte Capital Management, cutting an estimated $1.61M.

  • 37 institutional investors held Full House Resorts (FLL) as of Q4 2018, down from 39 in Q3 2018.
  • Funds reported $25.4M of Full House Resorts stock for Q4 2018, down 29% quarter-over-quarter.
  • 4 funds opened new Full House Resorts positions in Q4 2018 and 6 closed out, a net change of -2 holders.
  • The largest Full House Resorts buyer in Q4 2018 was Western Standard LLC, an estimated $1.01M added.
  • The largest Full House Resorts seller in Q4 2018 was Lafitte Capital Management, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2018.