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Texas Roadhouse

259 hedge funds and large institutions have $3.15B invested in Texas Roadhouse in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 114 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 81

13% more capital invested

Capital invested by funds: $2.79B → $3.15B (+$359M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.42% less ownership

Funds ownership: 88.54%87.12% (-1.4%)

3% less funds holding

Funds holding: 267259 (-8)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

73% less call options, than puts

Call options by funds: $4.18M | Put options by funds: $15.7M

Holders
259
Holders Change
-8
Holders Change %
-3%
% of All Funds
6.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
114
Reduced
81
Closed
36
Calls
$4.18M
Puts
$15.7M
Net Calls
-$11.5M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
251
Reilly Financial Advisors
California
$5K
WT
252
Whittier Trust
California
$5K
WA
253
Winfield Associates
Ohio
$5K +$4.3K +89 New
BL
254
Balentine LLC
Georgia
$4K
PFGIA
255
Patriot Financial Group Insurance Agency
Massachusetts
$3K
HS
256
Horan Securities
United States
$2K
PA
257
Parallel Advisors
California
$1K
QCG
258
Quadrant Capital Group
Ohio
$1K
IWM
259
IHT Wealth Management
Illinois
$44
RP
260
RR Partners
New York
-$41.7M -935,800 Closed
SCM
261
SG Capital Management
Illinois
-$7.1M -159,442 Closed
SSA
262
Schonfeld Strategic Advisors
New York
-$5.37M -120,691 Closed
IECM
263
Intrinsic Edge Capital Management
Illinois
-$4.09M -91,783 Closed
B
264
Barings
North Carolina
-$3.6M -80,900 Closed
TCM
265
Tygh Capital Management
Oregon
-$3.04M -68,181 Closed
Capital Fund Management (CFM)
266
Capital Fund Management (CFM)
France
-$1.81M -40,700 Closed
QSS
267
Quantitative Systematic Strategies
Florida
-$1.11M -25,049 Closed
Credit Agricole
268
Credit Agricole
France
-$711K -15,956 Closed
DTL
269
Dynamic Technology Lab
Singapore
-$627K -14,086 Closed
Wolverine Trading
270
Wolverine Trading
Illinois
-$631K -13,082 Closed
BLA
271
Balter Liquid Alternatives
Massachusetts
-$525K -11,787 Closed
TI
272
Trexquant Investment
Connecticut
-$459K -10,300 Closed
AAM
273
Advisors Asset Management
Colorado
-$412K -9,253 Closed
SAM
274
Symphony Asset Management
California
-$410K -9,199 Closed
BC
275
Brinker Capital
Pennsylvania
-$332K -7,447 Closed

TXRH Hedge Fund Activity: Q2 2017 in Review

259 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Texas Roadhouse (TXRH) for Q2 2017, worth a combined $3.15B — up 13% from $2.79B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of TXRH and 30 opened new positions — a net loss of 6 holders — while 81 trimmed existing stakes and 114 added.

The largest buyer was Janus Henderson Group, adding an estimated $73M. The largest seller was Citadel Advisors, cutting an estimated $77.1M.

  • 259 institutional investors held Texas Roadhouse (TXRH) as of Q2 2017, down from 267 in Q1 2017.
  • Funds reported $3.15B of Texas Roadhouse stock for Q2 2017, up 13% quarter-over-quarter.
  • 30 funds opened new Texas Roadhouse positions in Q2 2017 and 36 closed out, a net change of -6 holders.
  • The largest Texas Roadhouse buyer in Q2 2017 was Janus Henderson Group, an estimated $73M added.
  • The largest Texas Roadhouse seller in Q2 2017 was Citadel Advisors, an estimated $77.1M sold.

Based on aggregated 13F filings for Q2 2017.