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Texas Roadhouse

304 hedge funds and large institutions have $3.75B invested in Texas Roadhouse in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 98 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 32

21% more call options, than puts

Call options by funds: $4.7M | Put options by funds: $3.87M

14% more capital invested

Capital invested by funds: $3.3B → $3.75B (+$450M)

3% more funds holding

Funds holding: 295304 (+9)

2.88% more ownership

Funds ownership: 88.02%90.9% (+2.9%)

12% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 111

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
6.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
47
Increased
98
Reduced
111
Closed
32
Calls
$4.7M
Puts
$3.87M
Net Calls
+$828K
Net Calls Change
+$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Brinker Capital
Pennsylvania
$239K -$10.4K -181 -4%
MML Investors Services
227
MML Investors Services
Massachusetts
$235K +$9.31K +162 +4%
Zurich Cantonal Bank
228
Zurich Cantonal Bank
Switzerland
$226K
LIA
229
LS Investment Advisors
Michigan
$224K -$27K -469 -11%
Creative Planning
230
Creative Planning
Kansas
$214K +$213K +3,703 New
PHAM
231
Palisades Hudson Asset Management
Florida
$213K +$212K +3,687 New
EBIM
232
Eagle Boston Investment Management
Massachusetts
$206K +$205K +3,569 New
PAM
233
Panagora Asset Management
Massachusetts
$203K
RIM
234
Regent Investment Management
Kentucky
$202K -$103K -1,800 -34%
C
235
Cerebellum
California
$186K +$52.1K +907 +39%
APA
236
American Portfolios Advisors
New York
$184K -$2.47K -43 -1%
CSS
237
Cubist Systematic Strategies
Connecticut
$155K -$751K -13,072 -83%
YWP
238
YorkBridge Wealth Partners
New York
$145K +$9.43K +164 +7%
NEI
239
Northwest & Ethical Investments
Ontario, Canada
$144K -$23K -400 -14%
PAM
240
Paradigm Asset Management
New York
$144K
TRCT
241
Tower Research Capital (TRC)
New York
$134K +$120K +2,095 +907%
FMT
242
First Mercantile Trust
Tennessee
$131K -$542K -9,433 -81%
QI
243
QS Investors
New York
$105K +$8.16K +142 +9%
Fuller & Thaler Asset Management
244
Fuller & Thaler Asset Management
California
$87K +$28.7K +500 +50%
WAM
245
Wealthspire Advisors (Maryland)
Maryland
$86K -$13.2K -229 -13%
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$85K -$894K -15,550 -91%
IDBONY
247
Israel Discount Bank of New York
New York
$80K
RFC
248
Regions Financial Corp
Alabama
$77K -$7.18K -125 -9%
Citigroup
249
Citigroup
New York
$75K -$28.6K -497 -28%
IA
250
IFP Advisors
Florida
$74K

TXRH Hedge Fund Activity: Q1 2018 in Review

304 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Texas Roadhouse (TXRH) for Q1 2018, worth a combined $3.75B — up 14% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new TXRH positions and 32 closed out — a net gain of 15 holders — while 98 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $103M. The largest seller was Citadel Advisors, cutting an estimated $54.4M.

  • 304 institutional investors held Texas Roadhouse (TXRH) as of Q1 2018, up from 295 in Q4 2017.
  • Funds reported $3.75B of Texas Roadhouse stock for Q1 2018, up 14% quarter-over-quarter.
  • 47 funds opened new Texas Roadhouse positions in Q1 2018 and 32 closed out, a net change of +15 holders.
  • The largest Texas Roadhouse buyer in Q1 2018 was BlackRock, an estimated $103M added.
  • The largest Texas Roadhouse seller in Q1 2018 was Citadel Advisors, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2018.