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Red Rock Resorts

122 hedge funds and large institutions have $1.61B invested in Red Rock Resorts in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 44

2.18% more ownership

Funds ownership: 104.38%106.56% (+2.2%)

1% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $10M

9% less funds holding

Funds holding: 134122 (-12)

15% less capital invested

Capital invested by funds: $1.88B → $1.61B (-$274M)

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
122
Holders Change
-12
Holders Change %
-8.96%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
52
Reduced
44
Closed
23
Calls
$10.1M
Puts
$10M
Net Calls
+$88K
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$205M +$9.51M +391,359 +4%
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$148M +$14.4M +593,837 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$138M +$3.01M +123,695 +2%
BlackRock
4
BlackRock
New York
$100M -$592K -24,341 -0.5%
Cohen & Steers
5
Cohen & Steers
New York
$91.7M +$14.8M +607,780 +17%
JP Morgan Chase
6
JP Morgan Chase
New York
$88.3M +$8.07M +332,197 +9%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$55.8M +$2.24M +92,354 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$53.2M -$839K -34,538 -1%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$44.3M +$11.6M +476,535 +30%
American Century Companies
10
American Century Companies
Missouri
$40.3M -$8.82M -363,068 -16%
PCM
11
PAR Capital Management
Massachusetts
$35.4M +$1.62M +66,853 +4%
MWA
12
Marshall Wace Asia
Hong Kong
$32.3M -$19.3K -793 -0.1%
State Street
13
State Street
Massachusetts
$30.5M +$681K +28,026 +2%
LCM
14
Lomas Capital Management
New York
$29.5M -$29.2M -1,201,936 -47%
Victory Capital Management
15
Victory Capital Management
Texas
$27.8M +$1.16M +47,570 +4%
DKCM
16
Davidson Kempner Capital Management
New York
$26.9M -$687K -28,251 -2%
N
17
Nuveen
North Carolina
$25.8M +$29.2M +1,200,085 New
SAM
18
Serengeti Asset Management
New York
$21.5M
WRF
19
Waddell & Reed Financial
Kansas
$20.4M +$2.5M +102,975 +12%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$19M +$1.66M +68,471 +8%
Northern Trust
21
Northern Trust
Illinois
$18.9M -$20.4K -841 -0.1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$18.1M +$1.71M +70,548 +9%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$16.3M +$220K +9,060 +1%
Millennium Management
24
Millennium Management
New York
$16.3M -$2.5M -102,986 -12%
Norges Bank
25
Norges Bank
Norway
$14.9M

RRR Hedge Fund Activity: Q2 2019 in Review

122 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Red Rock Resorts (RRR) for Q2 2019, worth a combined $1.61B — down 15% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RRR and 13 opened new positions — a net loss of 10 holders — while 44 trimmed existing stakes and 52 added.

The largest buyer was Nuveen, opening a new position worth an estimated $29.2M. The largest seller was Lomas Capital Management, cutting an estimated $29.2M.

  • 122 institutional investors held Red Rock Resorts (RRR) as of Q2 2019, down from 134 in Q1 2019.
  • Funds reported $1.61B of Red Rock Resorts stock for Q2 2019, down 15% quarter-over-quarter.
  • 13 funds opened new Red Rock Resorts positions in Q2 2019 and 23 closed out, a net change of -10 holders.
  • The largest Red Rock Resorts buyer in Q2 2019 was Nuveen, an estimated $29.2M added.
  • The largest Red Rock Resorts seller in Q2 2019 was Lomas Capital Management, an estimated $29.2M sold.

Based on aggregated 13F filings for Q2 2019.