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Red Rock Resorts

152 hedge funds and large institutions have $2.02B invested in Red Rock Resorts in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 28

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

9% more funds holding

Funds holding: 139152 (+13)

4.95% more ownership

Funds ownership: 103.66%108.61% (+5%)

16% less capital invested

Capital invested by funds: $2.41B → $2.02B (-$391M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

82% less call options, than puts

Call options by funds: $5.12M | Put options by funds: $27.8M

Holders
152
Holders Change
+13
Holders Change %
+9.35%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
35
Increased
74
Reduced
28
Closed
21
Calls
$5.12M
Puts
$27.8M
Net Calls
-$22.7M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$220M +$4.97M +154,158 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$172M +$17.8M +552,550 +9%
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$158M +$37.3M +1,157,769 +24%
Cohen & Steers
4
Cohen & Steers
New York
$153M +$41.7M +1,293,107 +29%
BlackRock
5
BlackRock
New York
$127M +$5.98M +185,448 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$97.1M +$23.2M +721,304 +25%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$54.4M -$21.8M -677,698 -25%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$48.4M -$135M -4,178,267 -70%
LCM
9
Lomas Capital Management
New York
$48M +$9M +279,391 +18%
TA
10
Teachers Advisors
New York
$47.5M -$711K -22,062 -1%
American Century Companies
11
American Century Companies
Missouri
$47.4M +$50.8M +1,576,277 +776%
PCM
12
PAR Capital Management
Massachusetts
$43.4M -$9.02M -280,000 -15%
Goldman Sachs
13
Goldman Sachs
New York
$40.4M +$9.12M +282,925 +23%
State Street
14
State Street
Massachusetts
$36.1M +$941K +29,195 +2%
MWA
15
Marshall Wace Asia
Hong Kong
$33.8M +$15.5M +480,249 +61%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$32.2M -$18.9M -587,145 -33%
TCIM
17
TIAA CREF Investment Management
New York
$31.2M -$12.7M -393,088 -25%
AC
18
Ascend Capital
California
$31.1M +$33M +1,023,358 +713%
Marshall Wace
19
Marshall Wace
United Kingdom
$30.2M +$16.4M +509,081 +82%
Victory Capital Management
20
Victory Capital Management
Texas
$30.1M +$9.12M +282,985 +33%
WRF
21
Waddell & Reed Financial
Kansas
$27.7M +$11.2M +346,853 +50%
SAM
22
Serengeti Asset Management
New York
$26.6M
Northern Trust
23
Northern Trust
Illinois
$24M +$708K +21,958 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$21.5M +$14.1M +438,018 +119%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$19M -$492K -15,281 -2%

RRR Hedge Fund Activity: Q3 2018 in Review

152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Red Rock Resorts (RRR) for Q3 2018, worth a combined $2.02B — down 16% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new RRR positions and 21 closed out — a net gain of 14 holders — while 74 added to existing stakes and 28 trimmed.

The largest buyer was American Century Companies, adding an estimated $50.8M. The largest seller was Point72 Asset Management, cutting an estimated $135M.

  • 152 institutional investors held Red Rock Resorts (RRR) as of Q3 2018, up from 139 in Q2 2018.
  • Funds reported $2.02B of Red Rock Resorts stock for Q3 2018, down 16% quarter-over-quarter.
  • 35 funds opened new Red Rock Resorts positions in Q3 2018 and 21 closed out, a net change of +14 holders.
  • The largest Red Rock Resorts buyer in Q3 2018 was American Century Companies, an estimated $50.8M added.
  • The largest Red Rock Resorts seller in Q3 2018 was Point72 Asset Management, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2018.