Ross Stores
ROST
560 hedge funds and large institutions have $14B invested in Ross Stores in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 184 increasing their positions, 229 reducing their positions, and 48 closing their positions.
38% more call options, than puts
Call options by funds: $167M | Put options by funds: $121M
31% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 48
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more capital invested
Capital invested by funds: $12.1B → $14B (+$1.92B)
2% more funds holding
Funds holding: 551 → 560 (+9)
20% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 229
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$440M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$112M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$94.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$89.7M |
| 5 |
First Eagle Investment Management
New York
|
+$69.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$255M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$117M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$113M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$93.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$64.2M |
ROST Hedge Fund Activity: Q3 2014 in Review
560 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q3 2014, worth a combined $14B — up 16% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new ROST positions and 48 closed out — a net gain of 15 holders — while 184 added to existing stakes and 229 trimmed.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $440M. The largest seller was T. Rowe Price Associates, cutting an estimated $255M.
- 560 institutional investors held Ross Stores (ROST) as of Q3 2014, up from 551 in Q2 2014.
- Funds reported $14B of Ross Stores stock for Q3 2014, up 16% quarter-over-quarter.
- 63 funds opened new Ross Stores positions in Q3 2014 and 48 closed out, a net change of +15 holders.
- The largest Ross Stores buyer in Q3 2014 was Fiduciary Management Inc, an estimated $440M added.
- The largest Ross Stores seller in Q3 2014 was T. Rowe Price Associates, an estimated $255M sold.
Based on aggregated 13F filings for Q3 2014.