Ross Stores
ROST
579 hedge funds and large institutions have $14.3B invested in Ross Stores in 2013 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 198 increasing their positions, 231 reducing their positions, and 48 closing their positions.
77% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 48
6% more funds holding
Funds holding: 547 → 579 (+32)
2% more capital invested
Capital invested by funds: $14.1B → $14.3B (+$231M)
14% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 231
38% less call options, than puts
Call options by funds: $64.3M | Put options by funds: $104M
39% less funds holding in top 10
Funds holding in top 10: 18 → 11 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$193M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$115M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$82.5M |
| 4 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$66.9M |
| 5 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$60.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$193M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$97.7M |
| 3 |
TCM
Tiger Consumer Management
New York
|
-$92.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.2M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$79.5M |
ROST Hedge Fund Activity: Q4 2013 in Review
579 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q4 2013, worth a combined $14.3B — up 1.6% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new ROST positions and 48 closed out — a net gain of 37 holders — while 198 added to existing stakes and 231 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $193M. The largest seller was Citadel Advisors, cutting an estimated $193M.
- 579 institutional investors held Ross Stores (ROST) as of Q4 2013, up from 547 in Q3 2013.
- Funds reported $14.3B of Ross Stores stock for Q4 2013, up 1.6% quarter-over-quarter.
- 85 funds opened new Ross Stores positions in Q4 2013 and 48 closed out, a net change of +37 holders.
- The largest Ross Stores buyer in Q4 2013 was Wellington Management Group, an estimated $193M added.
- The largest Ross Stores seller in Q4 2013 was Citadel Advisors, an estimated $193M sold.
Based on aggregated 13F filings for Q4 2013.