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Ross Stores

730 hedge funds and large institutions have $23.2B invested in Ross Stores in 2016 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 241 increasing their positions, 278 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 47

89.91% more ownership

Funds ownership: 0%89.91% (+90%)

11% more funds holding

Funds holding: 659730 (+71)

3% more capital invested

Capital invested by funds: $22.7B → $23.2B (+$568M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

13% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 278

33% less call options, than puts

Call options by funds: $74M | Put options by funds: $110M

Holders
730
Holders Change
+71
Holders Change %
+10.77%
% of All Funds
18.25%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
126
Increased
241
Reduced
278
Closed
47
Calls
$74M
Puts
$110M
Net Calls
-$36.2M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KKAMG
701
Kernodle & Katon Asset Management Group
Arkansas
$6K
FAM
702
Fortaleza Asset Management
Illinois
$6K +$1.31K +20 +27%
LWMT
703
Legacy Wealth Management (Tennessee)
Tennessee
$5.97K +$5.96K +91 New
EFSCE
704
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
MFW
705
Mosaic Family Wealth
Missouri
$5K
WAS
706
WESPAC Advisors SoCal
California
$4.92K -$4.91K -75 -50%
DPA
707
Delphi Private Advisors
California
$4K -$2.88K -44 -41%
OC
708
Oakworth Capital
Alabama
$4K
SA
709
SRH Advisors
Kansas
$4K
TFO
710
Tarbox Family Office
California
$4K
OFW
711
Omnia Family Wealth
Florida
$4K +$3.99K +61 New
Loomis, Sayles & Company
712
Loomis, Sayles & Company
Massachusetts
$4K +$4.06K +62 New
FIB
713
First Interstate Bank
Montana
$3K
MWM
714
MinichMacGregor Wealth Management
New York
$3K
SFG
715
SevenBridge Financial Group
Pennsylvania
$3K
PA
716
Perennial Advisors
New York
$3K +$2.62K +40 New
CFA
717
Camarda Financial Advisors
Florida
$3K +$3.27K +50 New
GRP
718
Global Retirement Partners
California
$3K +$4.19K +64 New
LS
719
Livforsakringsbolaget Skandia
Sweden
$2.49K -$5.12M -78,232 -67%
BWA
720
Burt Wealth Advisors
Maryland
$2K
CIM
721
Contravisory Investment Management
Massachusetts
$2K
SIC
722
Salem Investment Counselors
North Carolina
$2K +$1.83K +28 New
MCM
723
MV Capital Management
Maryland
$2K +$2.09K +32 New
SWA
724
Sutton Wealth Advisors
Florida
$1.31K
PCA
725
Peddock Capital Advisors
Massachusetts
$1K

ROST Hedge Fund Activity: Q4 2016 in Review

730 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q4 2016, worth a combined $23.2B — up 2.5% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new ROST positions and 47 closed out — a net gain of 79 holders — while 241 added to existing stakes and 278 trimmed.

The largest buyer was Ameriprise, adding an estimated $193M. The largest seller was Vanguard Group, cutting an estimated $295M.

  • 730 institutional investors held Ross Stores (ROST) as of Q4 2016, up from 659 in Q3 2016.
  • Funds reported $23.2B of Ross Stores stock for Q4 2016, up 2.5% quarter-over-quarter.
  • 126 funds opened new Ross Stores positions in Q4 2016 and 47 closed out, a net change of +79 holders.
  • The largest Ross Stores buyer in Q4 2016 was Ameriprise, an estimated $193M added.
  • The largest Ross Stores seller in Q4 2016 was Vanguard Group, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2016.