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Texas Roadhouse

182 hedge funds and large institutions have $1.56B invested in Texas Roadhouse in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 185182 (-3)

6% less capital invested

Capital invested by funds: $1.66B → $1.56B (-$103M)

49% less call options, than puts

Call options by funds: $440K | Put options by funds: $857K

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
72
Reduced
63
Closed
26
Calls
$440K
Puts
$857K
Net Calls
-$417K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
26
Rice Hall James & Associates
California
$17.2M -$775K -30,055 -4%
DIA
27
Denver Investment Advisors
Colorado
$16.2M -$5.5M -213,394 -26%
PCM
28
Palisade Capital Management
New Jersey
$14.2M +$3.23M +125,132 +30%
Norges Bank
29
Norges Bank
Norway
$12.4M
SAM
30
Sentinel Asset Management
Vermont
$11.6M +$64.7K +2,510 +0.6%
RCAMU
31
Rothschild & Co Asset Management US
Connecticut
$11.3M -$906K -35,138 -7%
Prudential Financial
32
Prudential Financial
New Jersey
$11.2M +$753K +29,200 +7%
WMSA
33
Weiss Multi-Strategy Advisers
New York
$10.6M +$10.5M +408,144 New
LOAMU
34
Lombard Odier Asset Management (USA)
New York
$10.4M -$2.58M -100,000 -20%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$10.3M +$311K +12,074 +3%
Principal Financial Group
36
Principal Financial Group
Iowa
$9.93M +$269K +10,443 +3%
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$9.3M
TA
38
Teachers Advisors
New York
$9.08M +$28.4K +1,100 +0.3%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$8.98M -$967K -37,510 -10%
PAM
40
Panagora Asset Management
Massachusetts
$8.67M -$2.27M -87,896 -21%
MC
41
MIG Capital
California
$8.56M
Goldman Sachs
42
Goldman Sachs
New York
$7.94M -$1.97M -76,493 -20%
APG Asset Management
43
APG Asset Management
Netherlands
$7.9M +$7.82M +303,000 New
SBH
44
Segall Bryant & Hamill
Illinois
$7.35M +$298K +11,555 +4%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$7.27M -$59.7K -2,314 -0.8%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$6.64M -$1.18M -45,900 -15%
SL
47
SIB LLC
New York
$6.6M +$193K +7,500 +3%
TCIM
48
TIAA CREF Investment Management
New York
$6.4M -$70.2K -2,720 -1%
N
49
Nuveen
North Carolina
$5.7M +$97.3K +3,771 +2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$5.56M +$333K +12,900 +6%

TXRH Hedge Fund Activity: Q1 2014 in Review

182 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Texas Roadhouse (TXRH) for Q1 2014, worth a combined $1.56B — down 6.2% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of TXRH and 25 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 72 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Fidelity Investments, cutting an estimated $25.3M.

  • 182 institutional investors held Texas Roadhouse (TXRH) as of Q1 2014, down from 185 in Q4 2013.
  • Funds reported $1.56B of Texas Roadhouse stock for Q1 2014, down 6.2% quarter-over-quarter.
  • 25 funds opened new Texas Roadhouse positions in Q1 2014 and 26 closed out, a net change of -1 holder.
  • The largest Texas Roadhouse buyer in Q1 2014 was Millennium Management, an estimated $14.4M added.
  • The largest Texas Roadhouse seller in Q1 2014 was Fidelity Investments, an estimated $25.3M sold.

Based on aggregated 13F filings for Q1 2014.