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Red Rock Resorts

139 hedge funds and large institutions have $2.41B invested in Red Rock Resorts in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

16% more capital invested

Capital invested by funds: $2.08B → $2.41B (+$332M)

4% more funds holding

Funds holding: 134139 (+5)

1.14% more ownership

Funds ownership: 102.52%103.66% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

28% less call options, than puts

Call options by funds: $7.66M | Put options by funds: $10.6M

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
3.18%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
24
Increased
52
Reduced
49
Closed
19
Calls
$7.66M
Puts
$10.6M
Net Calls
-$2.96M
Net Calls Change
-$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$272M +$5.19M +159,585 +2%
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$201M -$16.6M -511,880 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$198M +$7.15M +220,169 +4%
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$160M +$1.82M +55,976 +1%
BlackRock
5
BlackRock
New York
$153M +$10.4M +319,277 +8%
Cohen & Steers
6
Cohen & Steers
New York
$149M -$17.8M -547,789 -11%
JP Morgan Chase
7
JP Morgan Chase
New York
$97.8M +$32.2M +990,850 +51%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$91.1M -$864K -26,599 -1%
PCM
9
PAR Capital Management
Massachusetts
$64M -$23.4M -720,000 -27%
TA
10
Teachers Advisors
New York
$60.5M -$2.53M -77,729 -4%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$60.2M +$2.45M +75,415 +4%
Millennium Management
12
Millennium Management
New York
$59.4M +$25.2M +776,617 +78%
TCIM
13
TIAA CREF Investment Management
New York
$52.3M -$496K -15,269 -1%
LCM
14
Lomas Capital Management
New York
$51M +$6.43M +197,811 +15%
State Street
15
State Street
Massachusetts
$44.4M +$147K +4,518 +0.3%
Goldman Sachs
16
Goldman Sachs
New York
$41.3M -$2.19M -67,467 -5%
SAM
17
Serengeti Asset Management
New York
$33.5M
Northern Trust
18
Northern Trust
Illinois
$29.4M +$2.24M +68,819 +9%
Victory Capital Management
19
Victory Capital Management
Texas
$28.3M +$1.26M +38,690 +5%
MWA
20
Marshall Wace Asia
Hong Kong
$26.4M +$25.6M +787,691 New
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$24.4M -$37.1M -1,141,771 -61%
Norges Bank
22
Norges Bank
Norway
$23.2M
WRF
23
Waddell & Reed Financial
Kansas
$23.2M -$1.67M -51,500 -7%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$21.8M +$1.49M +45,712 +8%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$21.1M -$828K -25,467 -4%

RRR Hedge Fund Activity: Q2 2018 in Review

139 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Red Rock Resorts (RRR) for Q2 2018, worth a combined $2.41B — up 16% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RRR positions and 19 closed out — a net gain of 5 holders — while 52 added to existing stakes and 49 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $32.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $37.1M.

  • 139 institutional investors held Red Rock Resorts (RRR) as of Q2 2018, up from 134 in Q1 2018.
  • Funds reported $2.41B of Red Rock Resorts stock for Q2 2018, up 16% quarter-over-quarter.
  • 24 funds opened new Red Rock Resorts positions in Q2 2018 and 19 closed out, a net change of +5 holders.
  • The largest Red Rock Resorts buyer in Q2 2018 was JP Morgan Chase, an estimated $32.2M added.
  • The largest Red Rock Resorts seller in Q2 2018 was T. Rowe Price Associates, an estimated $37.1M sold.

Based on aggregated 13F filings for Q2 2018.