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Ross Stores
ROST

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: 25 → 28 (+3)

6% more funds holding

Funds holding: 968 → 1,023 (+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

Top Buyers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$201M
2
Millennium Management
Millennium Management
New York
+$167M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$146M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$97.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$97M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$649M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$213M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Victory Capital Management
Victory Capital Management
Texas
-$150M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1001
Wolff Wiese Magana
California
$1.47K – – –
ECM
1002
Everence Capital Management
Indiana
$1.45K – – –
FGAM
1003
Financial Gravity Asset Management
Texas
$1.35K +$1.29K +9 New
GFPC
1004
Global Financial Private Client
Florida
$1.16K – – –
LFG
1005
Larson Financial Group
Missouri
$1.04K – – –
JWM
1006
Janiczek Wealth Management
Colorado
$1.03K +$287 +2 +40%
LWANC
1007
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.03K +$1K +7 New
OP
1008
ORG Partners
Indiana
$1.02K – – –
TFA
1009
Transamerica Financial Advisors
Florida
$1K -$1.72K -12 -75%
BG
1010
Bollard Group
Massachusetts
$1K – – –
TWP
1011
TFO Wealth Partners
Ohio
$881 -$716 -5 -45%
CTA
1012
Colonial Trust Advisors
South Carolina
$881 – – –
FG
1013
Fairman Group
Pennsylvania
$881 – – –
NL
1014
NVWM LLC
Pennsylvania
$736 +$716 +5 New
DAM
1015
Delta Asset Management
Tennessee
$734 – – –
FSWA
1016
Financial Synergies Wealth Advisors
Texas
$734 +$716 +5 New
ATC
1017
Adirondack Trust Company
New York
$733 +$716 +5 New
PCTC
1018
Perkins Coie Trust Company
Washington
$440 – – –
WA
1019
WestEnd Advisors
North Carolina
$294 – – –
HGERS
1020
Householder Group Estate & Retirement Specialist
Arizona
$147 – – –
TCOV
1021
Trust Company of Vermont
Vermont
$147 – – –
CPG
1022
Cornerstone Planning Group
New Jersey
$131 – – –
DWM
1023
Dogwood Wealth Management
Kansas
$5 – – –
Marshall Wace
1024
Marshall Wace
United Kingdom
– -$33.5M -242,198 Closed
MSV
1025
MN Services Vermogensbeheer
Netherlands
– -$22M -159,100 Closed
39 40
41
42 43

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.