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Ross Stores

818 hedge funds and large institutions have $26.1B invested in Ross Stores in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 224 increasing their positions, 376 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $137M | Put options by funds: $115M

0.52% more ownership

Funds ownership: 85.5%86.02% (+0.52%)

2% less capital invested

Capital invested by funds: $26.7B → $26.1B (-$583M)

4% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 108

1% less funds holding

Funds holding: 828818 (-10)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

40% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 376

Holders
818
Holders Change
-10
Holders Change %
-1.21%
% of All Funds
16.77%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
104
Increased
224
Reduced
376
Closed
108
Calls
$137M
Puts
$115M
Net Calls
+$22.3M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$72K -$14.5K -160 -16%
PCM
702
Prelude Capital Management
New York
$72K +$30.3K +335 +66%
CB
703
CNB Bank
Pennsylvania
$68K
RWB
704
RMR Wealth Builders
New Jersey
$67K +$71.7K +792 New
MDCM
705
Morgan Dempsey Capital Management
Wisconsin
$65K -$6.79K -75 -9%
PFO
706
Pathstone Family Office
New Jersey
$64K
HFM
707
Harvest Fund Management
China
$59K -$362 -4 -0.6%
BL
708
Balentine LLC
Georgia
$57K +$4.08K +45 +7%
PWMG
709
Prestige Wealth Management Group
New Jersey
$52K -$114K -1,253 -67%
SFSIG
710
San Francisco Sentry Investment Group
California
$50K -$4.26K -47 -7%
RA
711
Rational Advisors
New York
$49K +$52.3K +577 New
MA
712
MUFG Americas
New York
$48K -$11.4K -126 -18%
EP
713
Eudaimonia Partners
Tennessee
$45K -$120K -1,322 -71%
BBHC
714
Brown Brothers Harriman & Co
New York
$44K -$148K -1,632 -76%
ZB
715
Zions Bancorporation
Utah
$44K -$1.09K -12 -2%
FMTCOCP
716
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$43K
JCM
717
Jacobi Capital Management
Pennsylvania
$39K
BCWM
718
Bartlett & Co Wealth Management
Ohio
$38.4K
TWA
719
TCI Wealth Advisors
Arizona
$38K -$31K -342 -43%
BC
720
Bartlett & Co
Ohio
$38K
CT
721
Caldwell Trust
Florida
$37.9K
AF
722
Arrow Financial
New York
$36K
FRA
723
Front Row Advisors
California
$33K -$11.1K -122 -24%
WLPWM
724
Walled Lake Planning & Wealth Management
Illinois
$33K
FFC
725
First Financial Corp
Indiana
$29K

ROST Hedge Fund Activity: Q2 2020 in Review

818 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q2 2020, worth a combined $26.1B — down 2.2% from $26.7B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of ROST and 104 opened new positions — a net loss of 4 holders — while 376 trimmed existing stakes and 224 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $968M. The largest seller was Massachusetts Financial Services, cutting an estimated $180M.

  • 818 institutional investors held Ross Stores (ROST) as of Q2 2020, down from 828 in Q1 2020.
  • Funds reported $26.1B of Ross Stores stock for Q2 2020, down 2.2% quarter-over-quarter.
  • 104 funds opened new Ross Stores positions in Q2 2020 and 108 closed out, a net change of -4 holders.
  • The largest Ross Stores buyer in Q2 2020 was T. Rowe Price Associates, an estimated $968M added.
  • The largest Ross Stores seller in Q2 2020 was Massachusetts Financial Services, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2020.