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RUTH

Ruth's Hospitality Group, Inc.

Delisted

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

149 hedge funds and large institutions have $491M invested in Ruth's Hospitality Group, Inc. in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $431M → $491M (+$60.6M)

10% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 48

6% less funds holding

Funds holding: 158149 (-9)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

33% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $3.41M

Holders
149
Holders Change
-9
Holders Change %
-5.7%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
53
Reduced
48
Closed
29
Calls
$2.27M
Puts
$3.41M
Net Calls
-$1.14M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$83.2M +$1.71M +98,638 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$62M -$650K -37,478 -1%
HPC
3
Hill Path Capital
New York
$48.8M
Vanguard Group
4
Vanguard Group
Pennsylvania
$42.1M +$488K +28,122 +1%
Millennium Management
5
Millennium Management
New York
$19.4M +$3.42M +196,822 +20%
State Street
6
State Street
Massachusetts
$19.1M +$323K +18,626 +2%
F1I
7
Fund 1 Investments
Puerto Rico
$18.5M +$19.5M +1,125,075 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$16.7M +$45.2K +2,602 +0.3%
CCMLC
9
Cardinal Capital Management LLC (Connecticut)
Connecticut
$13M -$333K -19,184 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.83M +$341K +19,662 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.19M -$139K -7,990 -2%
RA
12
Royce & Associates
New York
$7.05M -$1.32M -76,100 -15%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$6.46M +$356K +20,500 +5%
Northern Trust
14
Northern Trust
Illinois
$5.53M +$76K +4,377 +1%
Renaissance Technologies
15
Renaissance Technologies
New York
$5.27M +$2.46M +141,500 +79%
Citadel Advisors
16
Citadel Advisors
Florida
$5.18M +$3.88M +223,737 +244%
Morgan Stanley
17
Morgan Stanley
New York
$5.12M +$1.43M +82,225 +36%
Bank of America
18
Bank of America
North Carolina
$5.11M +$3.84M +221,192 +247%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.05M -$720K -41,511 -12%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$4.9M -$1.67M -96,427 -24%
PFC
21
Phocas Financial Corp
California
$4.63M +$46.9K +2,705 +1%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$4.09M +$3.11M +179,297 +258%
Charles Schwab
23
Charles Schwab
California
$3.8M +$65.8K +3,790 +2%
Franklin Resources
24
Franklin Resources
California
$3.71M +$736K +42,388 +23%
Ameriprise
25
Ameriprise
Minnesota
$3.63M +$216K +12,463 +6%

RUTH Hedge Fund Activity: Q1 2023 in Review

149 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ruth's Hospitality Group, Inc. (RUTH) for Q1 2023, worth a combined $491M — up 14% from $431M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RUTH and 22 opened new positions — a net loss of 7 holders — while 48 trimmed existing stakes and 53 added.

The largest buyer was Fund 1 Investments, opening a new position worth an estimated $19.5M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $25.5M sold.

  • 149 institutional investors held Ruth's Hospitality Group, Inc. (RUTH) as of Q1 2023, down from 158 in Q4 2022.
  • Funds reported $491M of Ruth's Hospitality Group, Inc. stock for Q1 2023, up 14% quarter-over-quarter.
  • 22 funds opened new Ruth's Hospitality Group, Inc. positions in Q1 2023 and 29 closed out, a net change of -7 holders.
  • The largest Ruth's Hospitality Group, Inc. buyer in Q1 2023 was Fund 1 Investments, an estimated $19.5M added.
  • The largest Ruth's Hospitality Group, Inc. seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2023.