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Ross Stores

1,023 hedge funds and large institutions have $42.3B invested in Ross Stores in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 339 increasing their positions, 383 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 58

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

6% more funds holding

Funds holding: 9681,023 (+55)

8% more call options, than puts

Call options by funds: $352M | Put options by funds: $326M

3% more capital invested

Capital invested by funds: $41B → $42.3B (+$1.34B)

2.32% less ownership

Funds ownership: 88.22%85.9% (-2.3%)

11% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 383

Holders
1,023
Holders Change
+55
Holders Change %
+5.68%
% of All Funds
14.73%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.4%
New
123
Increased
339
Reduced
383
Closed
58
Calls
$352M
Puts
$326M
Net Calls
+$25.3M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
826
Sit Investment Associates
Minnesota
$209K -$12.2K -85 -6%
PWPS
827
Pinnacle Wealth Planning Services
Ohio
$208K +$203K +1,414 New
SAF
828
Smith Anglin Financial
Texas
$207K +$202K +1,412 New
FW
829
FirstPurpose Wealth
Utah
$207K -$5.87K -41 -3%
ST
830
Smithfield Trust
Pennsylvania
$207K
CFM
831
Catalyst Funds Management
Australia
$205K +$201K +1,400 New
LFA
832
Legacy Financial Advisors
Kentucky
$205K +$201K +1,400 New
MSF
833
Mustard Seed Financial
Arkansas
$205K +$201K +1,400 New
SWM
834
Silverlake Wealth Management
Vermont
$205K +$201K +1,400 New
XWM
835
Xcel Wealth Management
Florida
$205K +$201K +1,400 New
PBF
836
Petix & Botte Financial
California
$205K +$200K +1,399 New
TDWM
837
Topel & Distasi Wealth Management
California
$205K +$200K +1,399 New
CMS
838
Capital Market Strategies
Florida
$205K -$107K -750 -35%
CWA
839
CM Wealth Advisors
Ohio
$204K +$222K +1,550 New
FFM
840
Forum Financial Management
Illinois
$204K -$9.03K -63 -4%
BTWM
841
Baker Tilly Wealth Management
Wisconsin
$202K +$198K +1,379 New
WI
842
WBI Investments
New Jersey
$202K -$1.14M -7,957 -85%
CWP
843
Cyndeo Wealth Partners
Florida
$202K +$197K +1,374 New
IAS
844
Insigneo Advisory Services
Florida
$201K -$16.9K -118 -8%
LC
845
Lincoln Capital
Nebraska
$201K +$196K +1,368 New
MAM
846
Marquette Asset Management
Minnesota
$194K
CFGS
847
Concourse Financial Group Securities
Alabama
$182K -$15.9K -111 -8%
IA
848
IFP Advisors
Florida
$177K -$7.45K -52 -4%
MA
849
MCF Advisors
Kentucky
$176K
WT
850
Whittier Trust
California
$176K +$17K +119 +11%

ROST Hedge Fund Activity: Q1 2024 in Review

1,023 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q1 2024, worth a combined $42.3B — up 3.3% from $41B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ROST positions and 58 closed out — a net gain of 65 holders — while 339 added to existing stakes and 383 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $201M. The largest seller was Morgan Stanley, cutting an estimated $649M.

  • 1,023 institutional investors held Ross Stores (ROST) as of Q1 2024, up from 968 in Q4 2023.
  • Funds reported $42.3B of Ross Stores stock for Q1 2024, up 3.3% quarter-over-quarter.
  • 123 funds opened new Ross Stores positions in Q1 2024 and 58 closed out, a net change of +65 holders.
  • The largest Ross Stores buyer in Q1 2024 was Qube Research & Technologies (QRT), an estimated $201M added.
  • The largest Ross Stores seller in Q1 2024 was Morgan Stanley, an estimated $649M sold.

Based on aggregated 13F filings for Q1 2024.