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Red Robin

142 hedge funds and large institutions have $606M invested in Red Robin in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

9% less capital invested

Capital invested by funds: $667M → $606M (-$60.6M)

18% less funds holding

Funds holding: 174142 (-32)

70% less call options, than puts

Call options by funds: $2.39M | Put options by funds: $8.06M

72% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 43

Holders
142
Holders Change
-32
Holders Change %
-18.39%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
60
Reduced
49
Closed
43
Calls
$2.39M
Puts
$8.06M
Net Calls
-$5.68M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$18K -$183K -3,748 -90%
Creative Planning
127
Creative Planning
Kansas
$18K -$3.41K -70 -15%
VCM
128
Versant Capital Management
Arizona
$15K +$97 +2 +0.6%
UBS Group
129
UBS Group
Switzerland
$10K -$85.2K -1,747 -89%
VIA
130
Vantage Investment Advisors
Pennsylvania
$9K
WT
131
Whittier Trust
California
$7K
FPFS
132
First Personal Financial Services
North Carolina
$5K
MFS
133
MSI Financial Services
Massachusetts
$3K
TCIM
134
TIAA CREF Investment Management
New York
$1.87K -$65K -1,334 -3%
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$1K -$1.36K -28 -57%
Bessemer Group
136
Bessemer Group
New Jersey
$1K
JFGIW
137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
ZB
138
Zions Bancorporation
Utah
$1K
QCG
139
Quadrant Capital Group
Ohio
$1K +$1.32K +27 New
CAW
140
Cornerstone Advisors (Washington)
Washington
$1K +$1.46K +30 New
VOYA Investment Management
141
VOYA Investment Management
Georgia
$293
RWML
142
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$270
Point72 Asset Management
143
Point72 Asset Management
Connecticut
-$15.1M -318,200 Closed
ClearBridge Investments
144
ClearBridge Investments
New York
-$11.2M -236,476 Closed
KI
145
Kalmar Investments
Delaware
-$4.36M -91,827 Closed
Lord, Abbett & Co
146
Lord, Abbett & Co
New Jersey
-$3.04M -64,138 Closed
AIS
147
AlphaOne Investment Services
Pennsylvania
-$3.02M -63,667 Closed
PCM
148
Palisade Capital Management
New Jersey
-$2.73M -57,636 Closed
Millennium Management
149
Millennium Management
New York
-$2.73M -57,566 Closed
KCM
150
Kennedy Capital Management
Missouri
-$1.9M -40,094 Closed

RRGB Hedge Fund Activity: Q3 2016 in Review

142 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Red Robin (RRGB) for Q3 2016, worth a combined $606M — down 9.1% from $667M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of RRGB and 12 opened new positions — a net loss of 31 holders — while 49 trimmed existing stakes and 60 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $19.7M. The largest seller was Ameriprise, cutting an estimated $18.3M.

  • 142 institutional investors held Red Robin (RRGB) as of Q3 2016, down from 174 in Q2 2016.
  • Funds reported $606M of Red Robin stock for Q3 2016, down 9.1% quarter-over-quarter.
  • 12 funds opened new Red Robin positions in Q3 2016 and 43 closed out, a net change of -31 holders.
  • The largest Red Robin buyer in Q3 2016 was T. Rowe Price Associates, an estimated $19.7M added.
  • The largest Red Robin seller in Q3 2016 was Ameriprise, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2016.