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Ross Stores

875 hedge funds and large institutions have $33B invested in Ross Stores in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 303 increasing their positions, 343 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $219M | Put options by funds: $152M

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

3% more capital invested

Capital invested by funds: $32B → $33B (+$1.01B)

3% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 79

1% less funds holding

Funds holding: 886875 (-11)

1.72% less ownership

Funds ownership: 88.09%86.38% (-1.7%)

12% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 343

Holders
875
Holders Change
-11
Holders Change %
-1.24%
% of All Funds
13.74%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
77
Increased
303
Reduced
343
Closed
79
Calls
$219M
Puts
$152M
Net Calls
+$66.3M
Net Calls Change
+$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
801
Prestige Wealth Management Group
New Jersey
$17.3K +$736 +7 +5%
CHA
802
Carmichael Hill & Associates
Maryland
$17K
BWL
803
Bogart Wealth LLC
Virginia
$16.6K
CT
804
Colonial Trust
South Carolina
$16.3K +$10.2K +97 +183%
BWA
805
BDO Wealth Advisors
Florida
$15.8K +$4.21K +40 +40%
First Manhattan
806
First Manhattan
New York
$15.2K
AT
807
Avalon Trust
New Mexico
$14K
SFG
808
Steward Financial Group
Texas
$14K +$13.5K +128 New
JWA
809
JFS Wealth Advisors
Pennsylvania
$13.7K -$210 -2 -2%
SSG
810
Summit Securities Group
New York
$13K +$12.2K +116 New
RI
811
Ridgewood Investments
New Jersey
$12.6K
VCM
812
Versant Capital Management
Arizona
$12.1K +$315 +3 +3%
OAJ
813
Ogorek Anthony Joseph
New York
$12K
CAM
814
Costello Asset Management
Pennsylvania
$11.9K
IGWM
815
ICA Group Wealth Management
Colorado
$11.2K -$841 -8 -7%
GKIM
816
GW&K Investment Management
Massachusetts
$11K +$10.5K +100 New
QL
817
Quarry LP
New York
$11K -$18.6K -177 -64%
FA
818
Fiduciary Alliance
South Carolina
$10.2K +$9.57K +91 New
ACA
819
Atlas Capital Advisors
Wyoming
$9.53K
RFG
820
RFP Financial Group
Georgia
$9.31K
ODG
821
O'Dell Group
Ohio
$9.2K +$8.62K +82 New
FMP
822
Financial Management Professionals
Texas
$9K
EBA
823
Eagle Bay Advisors
New York
$8.86K +$526 +5 +7%
AWM
824
Abound Wealth Management
Tennessee
$8.2K +$841 +8 +12%
KFI
825
Key Financial Inc
Pennsylvania
$8.19K

ROST Hedge Fund Activity: Q2 2023 in Review

875 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q2 2023, worth a combined $33B — up 3.2% from $32B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of ROST and 77 opened new positions — a net loss of 2 holders — while 343 trimmed existing stakes and 303 added.

The largest buyer was Citadel Advisors, adding an estimated $340M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.54B.

  • 875 institutional investors held Ross Stores (ROST) as of Q2 2023, down from 886 in Q1 2023.
  • Funds reported $33B of Ross Stores stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 77 funds opened new Ross Stores positions in Q2 2023 and 79 closed out, a net change of -2 holders.
  • The largest Ross Stores buyer in Q2 2023 was Citadel Advisors, an estimated $340M added.
  • The largest Ross Stores seller in Q2 2023 was T. Rowe Price Associates, an estimated $1.54B sold.

Based on aggregated 13F filings for Q2 2023.