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Ross Stores

899 hedge funds and large institutions have $33.3B invested in Ross Stores in 2023 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 324 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 68

23% more call options, than puts

Call options by funds: $323M | Put options by funds: $262M

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

3% more funds holding

Funds holding: 875899 (+24)

1% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 321

1% more capital invested

Capital invested by funds: $33B → $33.3B (+$287M)

0.32% more ownership

Funds ownership: 86.38%86.7% (+0.32%)

Holders
899
Holders Change
+24
Holders Change %
+2.74%
% of All Funds
14.27%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
105
Increased
324
Reduced
321
Closed
68
Calls
$323M
Puts
$262M
Net Calls
+$60.6M
Net Calls Change
-$5.71M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
401
JP Morgan Private Wealth Advisors
California
$1.69M +$1.71M +14,945 New
API
402
Advisor Partners II
California
$1.68M +$48.6K +424 +3%
HNB
403
Huntington National Bank
Ohio
$1.67M -$216K -1,885 -11%
NIM
404
NEOS Investment Management
Connecticut
$1.67M +$1.7M +14,791 New
CFB
405
Cullen/Frost Bankers
Texas
$1.67M -$228K -1,990 -12%
SFI
406
Siemens Fonds Invest
Germany
$1.67M -$263K -2,292 -13%
PAS
407
Park Avenue Securities
New York
$1.66M +$27.8K +242 +2%
AFA
408
AllGen Financial Advisors
Florida
$1.64M -$13.5K -118 -0.8%
RIM
409
Redwood Investment Management
Arizona
$1.59M +$1.62M +14,109 New
MLICM
410
Metropolitan Life Insurance Company (MetLife)
New York
$1.59M -$93.1K -812 -5%
SP
411
Solel Partners
Massachusetts
$1.58M
CIA
412
Compass Ion Advisors
Pennsylvania
$1.58M +$1.6M +13,976 New
EARNEST Partners
413
EARNEST Partners
Georgia
$1.58M +$1.58M +13,802 +8,847%
JIC
414
Joel Isaacson & Co
New York
$1.58M
BCI
415
Brinker Capital Investments
Pennsylvania
$1.57M +$186K +1,622 +13%
OPS
416
Orion Portfolio Solutions
Nebraska
$1.57M +$186K +1,622 +13%
BFS
417
Bradley Foster & Sargent
Connecticut
$1.56M
TI
418
Tidal Investments
Wisconsin
$1.56M -$130K -1,136 -8%
RSWM
419
Robertson Stephens Wealth Management
California
$1.55M +$6.77K +59 +0.4%
Commonwealth Equity Services
420
Commonwealth Equity Services
Massachusetts
$1.55M -$233K -2,030 -13%
SIA
421
SkyView Investment Advisors
New Jersey
$1.54M +$53.3K +465 +4%
AIP
422
Ameritas Investment Partners
Nebraska
$1.51M +$201K +1,752 +15%
RC
423
Roundview Capital
New Jersey
$1.51M -$32.1K -280 -2%
EF
424
Empowered Funds
Pennsylvania
$1.5M +$1.25M +10,911 +456%
MCP
425
Mirador Capital Partners
California
$1.5M -$105K -918 -6%

ROST Hedge Fund Activity: Q3 2023 in Review

899 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q3 2023, worth a combined $33.3B — up 0.87% from $33B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ROST positions and 68 closed out — a net gain of 37 holders — while 324 added to existing stakes and 321 trimmed.

The largest buyer was Bank of America, adding an estimated $386M. The largest seller was Citadel Advisors, cutting an estimated $379M.

  • 899 institutional investors held Ross Stores (ROST) as of Q3 2023, up from 875 in Q2 2023.
  • Funds reported $33.3B of Ross Stores stock for Q3 2023, up 0.87% quarter-over-quarter.
  • 105 funds opened new Ross Stores positions in Q3 2023 and 68 closed out, a net change of +37 holders.
  • The largest Ross Stores buyer in Q3 2023 was Bank of America, an estimated $386M added.
  • The largest Ross Stores seller in Q3 2023 was Citadel Advisors, an estimated $379M sold.

Based on aggregated 13F filings for Q3 2023.