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RUTH

Ruth's Hospitality Group, Inc.

Delisted

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

147 hedge funds and large institutions have $485M invested in Ruth's Hospitality Group, Inc. in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

80% more capital invested

Capital invested by funds: $270M → $485M (+$215M)

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

27% more call options, than puts

Call options by funds: $13M | Put options by funds: $10.3M

9% more funds holding

Funds holding: 135147 (+12)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

Holders
147
Holders Change
+12
Holders Change %
+8.89%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
36
Increased
42
Reduced
47
Closed
23
Calls
$13M
Puts
$10.3M
Net Calls
+$2.75M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$89.1M +$2.09M +149,102 +3%
AllianceBernstein
2
AllianceBernstein
Tennessee
$47.8M +$1.92M +136,698 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.3M -$2.2M -156,737 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$29.1M +$23.1M +1,641,500 New
State Street
5
State Street
Massachusetts
$19.3M +$927K +66,030 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$18.3M -$604K -42,992 -4%
NPCM
7
North Peak Capital Management
New York
$17.7M -$12.4M -881,630 -47%
HPC
8
Hill Path Capital
New York
$15.8M +$12.5M +891,742 New
RA
9
Royce & Associates
New York
$13.1M +$5.89M +418,992 +131%
Principal Financial Group
10
Principal Financial Group
Iowa
$13M +$1.31M +93,146 +15%
Millennium Management
11
Millennium Management
New York
$11.8M +$9.37M +667,022 New
AR
12
Advisory Research
Illinois
$9.73M +$7.71M +548,602 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.68M +$534K +38,027 +8%
MFP
14
Michael F. Price
$8.33M -$2.21M -157,200 -25%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$8.26M +$6.54M +465,872 New
Comerica Bank
16
Comerica Bank
Texas
$7.21M +$4.78M +340,312 +1,192%
Northern Trust
17
Northern Trust
Illinois
$7.14M -$145K -10,354 -3%
Charles Schwab
18
Charles Schwab
California
$6.4M +$454K +32,299 +10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.13M -$250K -17,800 -5%
EAM
20
Eagle Asset Management
Florida
$5.29M +$1.6K +114 +0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.82M +$3.14M +223,497 +464%
JGC
22
J. Goldman & Co
New York
$4.33M +$3.43M +244,022 New
CAM
23
Congress Asset Management
Massachusetts
$3.92M +$3.1M +220,875 New
PFC
24
Phocas Financial Corp
California
$3.7M +$2.93M +208,654 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$3.4M -$478K -33,999 -15%

RUTH Hedge Fund Activity: Q4 2020 in Review

147 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ruth's Hospitality Group, Inc. (RUTH) for Q4 2020, worth a combined $485M — up 80% from $270M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RUTH positions and 23 closed out — a net gain of 13 holders — while 42 added to existing stakes and 47 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $23.1M. The largest seller was North Peak Capital Management, cutting an estimated $12.4M.

  • 147 institutional investors held Ruth's Hospitality Group, Inc. (RUTH) as of Q4 2020, up from 135 in Q3 2020.
  • Funds reported $485M of Ruth's Hospitality Group, Inc. stock for Q4 2020, up 80% quarter-over-quarter.
  • 36 funds opened new Ruth's Hospitality Group, Inc. positions in Q4 2020 and 23 closed out, a net change of +13 holders.
  • The largest Ruth's Hospitality Group, Inc. buyer in Q4 2020 was Fidelity Investments, an estimated $23.1M added.
  • The largest Ruth's Hospitality Group, Inc. seller in Q4 2020 was North Peak Capital Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2020.