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Ross Stores

921 hedge funds and large institutions have $36B invested in Ross Stores in 2019 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 298 increasing their positions, 342 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 41

114% more call options, than puts

Call options by funds: $200M | Put options by funds: $93.3M

10% more funds holding

Funds holding: 841921 (+80)

3% more capital invested

Capital invested by funds: $34.9B → $36B (+$1.14B)

1.98% less ownership

Funds ownership: 88.21%86.23% (-2%)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

13% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 342

Holders
921
Holders Change
+80
Holders Change %
+9.51%
% of All Funds
18.15%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.41%
New
138
Increased
298
Reduced
342
Closed
41
Calls
$200M
Puts
$93.3M
Net Calls
+$107M
Net Calls Change
+$69.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
826
Solstein Capital
California
$29K +$27.9K +248 New
SL
827
Savior LLC
Massachusetts
$28K +$27.1K +241 New
AIM
828
Anchor Investment Management
South Carolina
$27.4K
Fidelity International
829
Fidelity International
Bermuda
$26K
SLF
830
Sun Life Financial
Ontario, Canada
$25K -$9.23K -82 -28%
LWA
831
Lenox Wealth Advisors
New York
$25K
GWS
832
Glassman Wealth Services
Virginia
$25K +$1.01K +9 +4%
JGIA
833
Jackson Grant Investment Advisers
Connecticut
$24K
ETC
834
Exchange Traded Concepts
Oklahoma
$24K +$23.3K +207 New
EWP
835
Engrave Wealth Partners
Texas
$23K +$23.2K +206 New
RA
836
Rational Advisors
New York
$22K -$834K -7,408 -98%
EFSCE
837
Enterprise Financial Services Corp (EFSC)
Missouri
$22K
RFM
838
Royal Fund Management
Florida
$22K
NIM
839
NuWave Investment Management
New Jersey
$22K +$11.7K +104 +128%
JWBC
840
John W. Brooker & Co
California
$22K +$21.5K +191 New
OC
841
Oakworth Capital
Alabama
$21K
VCM
842
Versant Capital Management
Arizona
$20K -$5.29K -47 -21%
RIA
843
Realta Investment Advisors
Delaware
$19K -$107K -948 -85%
AWA
844
Arkadios Wealth Advisors
Georgia
$18.9K +$17.7K +157 New
EW
845
Evoke Wealth
California
$18.8K
First Manhattan
846
First Manhattan
New York
$18K -$14.4K -128 -44%
EARNEST Partners
847
EARNEST Partners
Georgia
$18K
PB
848
Pinnacle Bancorp
Nebraska
$18K
SIAP
849
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K -$7.76K -69 -32%
RE
850
RBC Europe
United Kingdom
$16.1K

ROST Hedge Fund Activity: Q4 2019 in Review

921 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q4 2019, worth a combined $36B — up 3.3% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ROST positions and 41 closed out — a net gain of 97 holders — while 298 added to existing stakes and 342 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $113M. The largest seller was Invesco, cutting an estimated $348M.

  • 921 institutional investors held Ross Stores (ROST) as of Q4 2019, up from 841 in Q3 2019.
  • Funds reported $36B of Ross Stores stock for Q4 2019, up 3.3% quarter-over-quarter.
  • 138 funds opened new Ross Stores positions in Q4 2019 and 41 closed out, a net change of +97 holders.
  • The largest Ross Stores buyer in Q4 2019 was Lazard Asset Management, an estimated $113M added.
  • The largest Ross Stores seller in Q4 2019 was Invesco, an estimated $348M sold.

Based on aggregated 13F filings for Q4 2019.