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RUTH

Ruth's Hospitality Group, Inc.

Delisted

RUTH was delisted on the 13th of June, 2023.

135 hedge funds and large institutions have $270M invested in Ruth's Hospitality Group, Inc. in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more capital invested

Capital invested by funds: $181M → $270M (+$89.6M)

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 147135 (-12)

31% less call options, than puts

Call options by funds: $3.9M | Put options by funds: $5.66M

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

Holders
135
Holders Change
-12
Holders Change %
-8.16%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
48
Reduced
42
Closed
33
Calls
$3.9M
Puts
$5.66M
Net Calls
-$1.76M
Net Calls Change
+$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$53.9M +$1.63M +180,181 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30M +$5.41M +599,122 +28%
AllianceBernstein
3
AllianceBernstein
Tennessee
$28.3M +$4.86M +537,819 +27%
NPCM
4
North Peak Capital Management
New York
$20.8M +$17M +1,881,630 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.9M -$2.1M -232,484 -18%
State Street
6
State Street
Massachusetts
$11.3M +$108K +11,936 +1%
Morgan Stanley
7
Morgan Stanley
New York
$8.41M -$4.73M -523,709 -41%
Principal Financial Group
8
Principal Financial Group
Iowa
$7.08M -$389K -43,118 -6%
MFP
9
Michael F. Price
$6.94M +$1.73M +191,616 +44%
Goldman Sachs
10
Goldman Sachs
New York
$5.48M +$2.87M +317,764 +179%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.99M +$370K +40,977 +10%
Northern Trust
12
Northern Trust
Illinois
$4.57M +$282K +31,232 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.02M +$69.4K +7,684 +2%
Charles Schwab
14
Charles Schwab
California
$3.64M +$498K +55,161 +20%
RA
15
Royce & Associates
New York
$3.54M +$2.54M +281,201 +727%
EAM
16
Eagle Asset Management
Florida
$3.36M +$2.7M +298,546 New
Victory Capital Management
17
Victory Capital Management
Texas
$2.89M +$1.79M +198,108 +315%
PCM
18
Poehling Capital Management
Wisconsin
$2.7M +$11.5K +1,274 +0.5%
Man Group
19
Man Group
United Kingdom
$2.53M +$379K +41,970 +23%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$2.5M -$58.6K -6,484 -3%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.15M -$17.2K -1,900 -1%
Ameriprise
22
Ameriprise
Minnesota
$2.13M +$293K +32,455 +20%
JP Morgan Chase
23
JP Morgan Chase
New York
$2.06M +$1.43M +157,814 +627%
EI
24
EAM Investors
California
$1.96M +$1.6M +177,538 New
PAM
25
Panagora Asset Management
Massachusetts
$1.88M +$577K +63,842 +60%

RUTH Hedge Fund Activity: Q3 2020 in Review

135 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ruth's Hospitality Group, Inc. (RUTH) for Q3 2020, worth a combined $270M — up 50% from $181M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of RUTH and 21 opened new positions — a net loss of 12 holders — while 42 trimmed existing stakes and 48 added.

The largest buyer was North Peak Capital Management, opening a new position worth an estimated $17M. The largest seller was Morgan Stanley, cutting an estimated $4.73M.

  • 135 institutional investors held Ruth's Hospitality Group, Inc. (RUTH) as of Q3 2020, down from 147 in Q2 2020.
  • Funds reported $270M of Ruth's Hospitality Group, Inc. stock for Q3 2020, up 50% quarter-over-quarter.
  • 21 funds opened new Ruth's Hospitality Group, Inc. positions in Q3 2020 and 33 closed out, a net change of -12 holders.
  • The largest Ruth's Hospitality Group, Inc. buyer in Q3 2020 was North Peak Capital Management, an estimated $17M added.
  • The largest Ruth's Hospitality Group, Inc. seller in Q3 2020 was Morgan Stanley, an estimated $4.73M sold.

Based on aggregated 13F filings for Q3 2020.