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Red Rock Resorts

120 hedge funds and large institutions have $1.49B invested in Red Rock Resorts in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

15% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 39

2% more funds holding

Funds holding: 118120 (+2)

4% less capital invested

Capital invested by funds: $1.55B → $1.49B (-$58.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

58.95% less ownership

Funds ownership: 160.64%101.69% (-59%)

72% less call options, than puts

Call options by funds: $614K | Put options by funds: $2.22M

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
45
Reduced
39
Closed
14
Calls
$614K
Puts
$2.22M
Net Calls
-$1.6M
Net Calls Change
-$610K
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$198M -$2.85M -124,747 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$177M
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$96.9M +$23.3M +1,022,780 +31%
BAMCO Inc
4
BAMCO Inc
New York
$95.5M +$9.23M +404,437 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$92.4M +$20.6M +904,273 +28%
HCM
6
Highline Capital Management
New York
$76.2M -$1.7M -74,400 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$75.2M +$34.1M +1,493,890 +79%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$56.7M +$370K +16,200 +0.6%
PCM
9
PAR Capital Management
Massachusetts
$41.7M +$18.1M +794,671 +73%
BlackRock
10
BlackRock
New York
$41.4M +$42.1M +1,845,398 +8,596%
Goldman Sachs
11
Goldman Sachs
New York
$38.8M +$1.71M +74,797 +4%
AC
12
Ascend Capital
California
$34.6M +$29.7M +1,301,971 +501%
Victory Capital Management
13
Victory Capital Management
Texas
$33.3M +$5.84M +256,020 +21%
SAM
14
Serengeti Asset Management
New York
$27.7M
EIP
15
Epoch Investment Partners
New York
$24.4M +$17.8M +777,762 +242%
Alyeska Investment Group
16
Alyeska Investment Group
Illinois
$22.1M -$9.6M -420,505 -30%
TCIM
17
TIAA CREF Investment Management
New York
$21.7M -$7.94M -348,039 -26%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$19.5M +$6.3M +275,953 +47%
TA
19
Teachers Advisors
New York
$18.3M -$13.7M -601,877 -42%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$17.9M
PCM
21
Penn Capital Management
Pennsylvania
$16.2M +$449K +19,668 +4%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$16.1M +$514K +22,539 +3%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$13.7M -$148K -6,500 -1%
State Street
24
State Street
Massachusetts
$12.2M +$640K +28,029 +5%
Millennium Management
25
Millennium Management
New York
$11.5M +$11M +480,241 +1,238%

RRR Hedge Fund Activity: Q1 2017 in Review

120 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Red Rock Resorts (RRR) for Q1 2017, worth a combined $1.49B — down 3.8% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RRR positions and 14 closed out — a net gain of 9 holders — while 45 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $42.1M. The largest seller was Tide Point Capital Management, exiting entirely with an estimated $37.9M sold.

  • 120 institutional investors held Red Rock Resorts (RRR) as of Q1 2017, up from 118 in Q4 2016.
  • Funds reported $1.49B of Red Rock Resorts stock for Q1 2017, down 3.8% quarter-over-quarter.
  • 23 funds opened new Red Rock Resorts positions in Q1 2017 and 14 closed out, a net change of +9 holders.
  • The largest Red Rock Resorts buyer in Q1 2017 was BlackRock, an estimated $42.1M added.
  • The largest Red Rock Resorts seller in Q1 2017 was Tide Point Capital Management, an estimated $37.9M sold.

Based on aggregated 13F filings for Q1 2017.