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Ross Stores
ROST

781 hedge funds and large institutions have $28B invested in Ross Stores in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 254 increasing their positions, 337 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $156M | Put options by funds: $109M

7% more capital invested

Capital invested by funds: $26.1B → $28B (+$1.92B)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

1.52% less ownership

Funds ownership: 86.02% → 84.49% (-1.5%)

5% less funds holding

Funds holding: 818 → 781 (-37)

25% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 337

30% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 102

Holders
781
Holders Change
-37
Holders Change %
-4.52%
% of All Funds
15.76%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
71
Increased
254
Reduced
337
Closed
102
Calls
$156M
Puts
$109M
Net Calls
+$47.8M
Net Calls Change
+$25.5M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$634M
2
Victory Capital Management
Victory Capital Management
Texas
+$145M
3
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$143M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$110M
5
VAM
Vontobel Asset Management
New York
+$97.3M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$348M
2
JP Morgan Chase
JP Morgan Chase
New York
-$339M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$314M
4
DZ Bank
DZ Bank
Germany
-$235M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$214M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
751
City Holding Co
West Virginia
$3K -$2.33K -26 -48%
FHA
752
First Horizon Advisors
Tennessee
$3K -$1.17K -13 -26%
CA
753
Clearstead Advisors
Ohio
$3K – – –
FMP
754
Financial Management Professionals
Texas
$3K – – –
PMFA
755
Plante Moran Financial Advisors
Michigan
$3K – – –
RG
756
Retirement Group
California
$3K – – –
PFWA
757
Paces Ferry Wealth Advisors
Georgia
$3K +$2.51K +28 New
FP
758
Financial Perspectives
Minnesota
$2.43K – – –
LAS
759
Lloyd Advisory Services
Georgia
$2K -$1.17K -13 -43%
APC
760
Aspire Private Capital
North Carolina
$2K – – –
CFD
761
Creative Financial Designs
Indiana
$2K – – –
EWA
762
Evolution Wealth Advisors
Florida
$2K – – –
LGWM
763
Litman Gregory Wealth Management
California
$2K – – –
FFA
764
Founders Financial Alliance
North Carolina
$2K +$1.71K +19 New
PCA
765
Providence Capital Advisors
North Carolina
$2K +$2.06K +23 New
F
766
F3Logic
Minnesota
$1.91K +$76.7K +855 +4%
BWL
767
Bogart Wealth LLC
Virginia
$1K -$11.7K -130 -90%
AWM
768
Avior Wealth Management
Nebraska
$1K – – –
CAM
769
ClariVest Asset Management
California
$1K – – –
EWM
770
Endurance Wealth Management
Rhode Island
$1K – – –
IFAM
771
Institutional & Family Asset Management
Colorado
$1K – – –
TFGT
772
TS Financial Group (TSFG)
Illinois
$1K – – –
VNA
773
Valley National Advisers
Pennsylvania
$1K – – –
NFSG
774
Newbridge Financial Services Group
Florida
$1K +$897 +10 New
HCP
775
Hexagon Capital Partners
Arkansas
$1K +$1.08K +12 New
29 30
31
32 33

ROST Hedge Fund Activity: Q3 2020 in Review

781 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q3 2020, worth a combined $28B — up 7.3% from $26.1B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of ROST and 71 opened new positions — a net loss of 31 holders — while 337 trimmed existing stakes and 254 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $634M. The largest seller was Wellington Management Group, cutting an estimated $348M.

  • 781 institutional investors held Ross Stores (ROST) as of Q3 2020, down from 818 in Q2 2020.
  • Funds reported $28B of Ross Stores stock for Q3 2020, up 7.3% quarter-over-quarter.
  • 71 funds opened new Ross Stores positions in Q3 2020 and 102 closed out, a net change of -31 holders.
  • The largest Ross Stores buyer in Q3 2020 was T. Rowe Price Associates, an estimated $634M added.
  • The largest Ross Stores seller in Q3 2020 was Wellington Management Group, an estimated $348M sold.

Based on aggregated 13F filings for Q3 2020.