We are live on ! Find out more
ROST icon

Ross Stores

775 hedge funds and large institutions have $32.9B invested in Ross Stores in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 236 increasing their positions, 331 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 59

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

16% more capital invested

Capital invested by funds: $28.3B → $32.9B (+$4.6B)

3% more funds holding

Funds holding: 751775 (+24)

0.23% more ownership

Funds ownership: 88.76%88.99% (+0.23%)

4% less call options, than puts

Call options by funds: $80.7M | Put options by funds: $83.9M

29% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 331

Holders
775
Holders Change
+24
Holders Change %
+3.2%
% of All Funds
17.71%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.48%
New
92
Increased
236
Reduced
331
Closed
59
Calls
$80.7M
Puts
$83.9M
Net Calls
-$3.18M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
501
ETrade Capital Management
Virginia
$755K +$21K +229 +3%
BOH
502
Bank of Hawaii
Hawaii
$754K +$121K +1,318 +21%
MC
503
Menta Capital
California
$753K +$698K +7,600 New
SWP
504
Stratos Wealth Partners
Ohio
$745K +$52.4K +570 +8%
OAM
505
Oppenheimer Asset Management
New York
$738K -$101K -1,100 -13%
Northwestern Mutual Wealth Management
506
Northwestern Mutual Wealth Management
Wisconsin
$735K +$87.6K +954 +15%
MYIA
507
Mount Yale Investment Advisors
Colorado
$728K -$291K -3,168 -31%
BUB
508
BBVA USA Bancshares
Texas
$728K +$22.9K +249 +4%
HIC
509
Hartline Investment Corp
Illinois
$716K
TAM
510
Tocqueville Asset Management
New York
$714K
NB
511
Northwest Bancshares
Pennsylvania
$712K -$567K -6,173 -46%
JIC
512
Johnson Investment Counsel
Ohio
$705K -$10.7K -116 -2%
KRSITF
513
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$705K -$1.65K -18 -0.3%
FMLI
514
Fukoku Mutual Life Insurance
Japan
$694K +$643K +7,000 New
FNBT
515
FineMark National Bank & Trust
Florida
$675K -$458K -4,983 -42%
FL
516
Fort LP
Maryland
$670K +$621K +6,758 New
SC
517
SouthState Corp
Florida
$666K -$51.3K -558 -8%
Kovitz Investment Group Partners
518
Kovitz Investment Group Partners
Illinois
$644K -$36.7K -400 -6%
ASN
519
Advisory Services Network
Georgia
$638K +$49K +533 +9%
IIM
520
Ipswich Investment Management
Massachusetts
$625K +$580K +6,310 New
KLWA
521
Kelly Lawrence W & Associates
California
$624K
WF
522
Welch & Forbes
Massachusetts
$620K -$2.85K -31 -0.5%
MA
523
Mutual Advisors
Nebraska
$612K -$9.19K -100 -2%
ECM
524
Everence Capital Management
Indiana
$608K
IRF
525
IBM Retirement Fund
New York
$602K -$97.1K -1,057 -15%

ROST Hedge Fund Activity: Q3 2018 in Review

775 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q3 2018, worth a combined $32.9B — up 16% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ROST positions and 59 closed out — a net gain of 33 holders — while 236 added to existing stakes and 331 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $331M. The largest seller was Vanguard Group, cutting an estimated $507M.

  • 775 institutional investors held Ross Stores (ROST) as of Q3 2018, up from 751 in Q2 2018.
  • Funds reported $32.9B of Ross Stores stock for Q3 2018, up 16% quarter-over-quarter.
  • 92 funds opened new Ross Stores positions in Q3 2018 and 59 closed out, a net change of +33 holders.
  • The largest Ross Stores buyer in Q3 2018 was JP Morgan Chase, an estimated $331M added.
  • The largest Ross Stores seller in Q3 2018 was Vanguard Group, an estimated $507M sold.

Based on aggregated 13F filings for Q3 2018.