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Red Rock Resorts

134 hedge funds and large institutions have $2.08B invested in Red Rock Resorts in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

18% more funds holding

Funds holding: 114134 (+20)

12% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $12.7M

4.36% less ownership

Funds ownership: 106.88%102.52% (-4.4%)

16% less capital invested

Capital invested by funds: $2.48B → $2.08B (-$400M)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
134
Holders Change
+20
Holders Change %
+17.54%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
33
Increased
38
Reduced
50
Closed
13
Calls
$14.3M
Puts
$12.7M
Net Calls
+$1.57M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$233M -$4.21M -127,977 -2%
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$191M +$30.3M +920,923 +16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$167M +$3.44M +104,594 +2%
Cohen & Steers
4
Cohen & Steers
New York
$147M -$4.81M -146,292 -3%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$138M +$2.35M +71,401 +2%
BlackRock
6
BlackRock
New York
$125M +$417K +12,673 +0.3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$80.4M -$87.7M -2,667,101 -49%
PCM
8
PAR Capital Management
Massachusetts
$77M -$51.6M -1,569,000 -37%
JP Morgan Chase
9
JP Morgan Chase
New York
$56.5M -$14.1M -428,697 -18%
TA
10
Teachers Advisors
New York
$55.1M -$1.99M -60,554 -3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$54.7M -$22.8M -693,718 -27%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$50.4M +$12M +365,353 +27%
TCIM
13
TIAA CREF Investment Management
New York
$46.2M +$4.86M +147,734 +10%
LCM
14
Lomas Capital Management
New York
$38.8M +$14.4M +439,444 +50%
State Street
15
State Street
Massachusetts
$38.7M -$1.15M -35,018 -3%
Goldman Sachs
16
Goldman Sachs
New York
$38M +$7.05M +214,514 +20%
SAM
17
Serengeti Asset Management
New York
$29.3M
Millennium Management
18
Millennium Management
New York
$29.2M -$1.73M -52,655 -5%
Northern Trust
19
Northern Trust
Illinois
$23.7M +$1.35M +40,926 +5%
Victory Capital Management
20
Victory Capital Management
Texas
$23.6M -$14.6M -443,700 -35%
MWNA
21
Marshall Wace North America
New York
$23.4M -$11.7M -354,957 -31%
SAM
22
Scopus Asset Management
New York
$22.7M +$25.5M +775,000 New
AC
23
Ascend Capital
California
$22.4M +$25.2M +766,115 New
WRF
24
Waddell & Reed Financial
Kansas
$21.8M +$1.31M +40,000 +6%
Norges Bank
25
Norges Bank
Norway
$20.3M +$13.8M +419,176 +154%

RRR Hedge Fund Activity: Q1 2018 in Review

134 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Red Rock Resorts (RRR) for Q1 2018, worth a combined $2.08B — down 16% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RRR positions and 13 closed out — a net gain of 20 holders — while 38 added to existing stakes and 50 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $30.3M. The largest seller was Fidelity Investments, cutting an estimated $87.7M.

  • 134 institutional investors held Red Rock Resorts (RRR) as of Q1 2018, up from 114 in Q4 2017.
  • Funds reported $2.08B of Red Rock Resorts stock for Q1 2018, down 16% quarter-over-quarter.
  • 33 funds opened new Red Rock Resorts positions in Q1 2018 and 13 closed out, a net change of +20 holders.
  • The largest Red Rock Resorts buyer in Q1 2018 was Point72 Asset Management, an estimated $30.3M added.
  • The largest Red Rock Resorts seller in Q1 2018 was Fidelity Investments, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2018.