Ross Stores
ROST
633 hedge funds and large institutions have $19.4B invested in Ross Stores in 2015 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 211 increasing their positions, 260 reducing their positions, and 40 closing their positions.
90% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 40
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
9% more capital invested
Capital invested by funds: $17.8B → $19.4B (+$1.6B)
5% more funds holding
Funds holding: 605 → 633 (+28)
8% less call options, than puts
Call options by funds: $60.1M | Put options by funds: $65.4M
19% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 260
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$283M |
| 2 |
JP Morgan Chase
New York
|
+$82.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$54.2M |
| 4 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
|
+$34.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$142M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$142M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$107M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$75.7M |
| 5 |
Goldman Sachs
New York
|
-$37.5M |
ROST Hedge Fund Activity: Q4 2015 in Review
633 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q4 2015, worth a combined $19.4B — up 9% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new ROST positions and 40 closed out — a net gain of 36 holders — while 211 added to existing stakes and 260 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $283M. The largest seller was Wellington Management Group, cutting an estimated $142M.
- 633 institutional investors held Ross Stores (ROST) as of Q4 2015, up from 605 in Q3 2015.
- Funds reported $19.4B of Ross Stores stock for Q4 2015, up 9% quarter-over-quarter.
- 76 funds opened new Ross Stores positions in Q4 2015 and 40 closed out, a net change of +36 holders.
- The largest Ross Stores buyer in Q4 2015 was Fidelity Investments, an estimated $283M added.
- The largest Ross Stores seller in Q4 2015 was Wellington Management Group, an estimated $142M sold.
Based on aggregated 13F filings for Q4 2015.