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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
CM
926
Capula Management
Cayman Islands
-$249K -2,342 Closed
Bank Julius Baer & Co
927
Bank Julius Baer & Co
Switzerland
-$225K -2,119 Closed
Kovitz Investment Group Partners
928
Kovitz Investment Group Partners
Illinois
-$209K -1,966 Closed
MWM
929
Mission Wealth Management
California
-$205K -1,933 Closed
DC
930
Dryden Capital
Florida
-$173K -1,630 Closed
MC
931
Machina Capital
France
-$123K -1,163 Closed
CMF
932
Counterpoint Mutual Funds
California
-$93.9K -885 Closed
MIA
933
Milestone Investment Advisors
Wisconsin
-$66.3K -625 Closed
CCM
934
Carderock Capital Management
Maryland
-$50.4K -475 Closed
TWA
935
TCI Wealth Advisors
Arizona
-$46.5K -438 Closed
EI
936
Ellevest Inc
New York
-$36.1K -340 Closed
AAS
937
Ameritas Advisory Services
Nebraska
-$34.4K -324 Closed
GFWA
938
Grey Fox Wealth Advisors
Delaware
-$24.8K -234 Closed
SC
939
Schubert & Co
Texas
-$18.5K -174 Closed
IUHSA
940
Itau Unibanco Holding S.A.
Brazil
-$17.3K -163 Closed
SVCP
941
Silicon Valley Capital Partners
California
-$16.5K -156 Closed
GIA
942
GHP Investment Advisors
Colorado
-$15.8K -149 Closed
AWM
943
Accel Wealth Management
Iowa
-$11.3K -106 Closed
CIA
944
Cape Investment Advisory
Georgia
-$8.49K -80 Closed
SCA
945
Stonebridge Capital Advisors
Minnesota
-$8.17K -77 Closed
PCM
946
Pointe Capital Management
Michigan
-$6.47K -61 Closed
WSC
947
Wellington Shields & Co
New York
-$5.73K -54 Closed
SSC
948
Syverson Strege & Co
Iowa
-$3.82K -36 Closed
CBT
949
Central Bank & Trust
Kentucky
-$2.02K -19 Closed
BWM
950
Baystate Wealth Management
Massachusetts
-$1.79K -17 Closed

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.