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Texas Roadhouse

304 hedge funds and large institutions have $4.33B invested in Texas Roadhouse in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $4.55M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

19% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 98

16% more capital invested

Capital invested by funds: $3.75B → $4.33B (+$581M)

1.65% more ownership

Funds ownership: 90.9%92.55% (+1.7%)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0% more funds holding

Funds holding: 304304 (0)

Holders
304
Holders Change
Holders Change %
0%
% of All Funds
6.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
34
Increased
117
Reduced
98
Closed
31
Calls
$15.5M
Puts
$4.55M
Net Calls
+$10.9M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$43.3M -$215K -3,433 -0.5%
Jennison Associates
27
Jennison Associates
New York
$43.1M +$517K +8,242 +1%
O
28
OppenheimerFunds
New York
$42.9M +$23.4M +372,362 +131%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$39.1M -$8.32M -132,627 -18%
Macquarie Group
30
Macquarie Group
Australia
$36.2M -$1.64M -26,152 -5%
AAM
31
Ardevora Asset Management
United Kingdom
$35.7M -$8.65M -137,780 -20%
Bank of America
32
Bank of America
North Carolina
$33.3M +$828K +13,203 +3%
Charles Schwab
33
Charles Schwab
California
$33.3M +$328K +5,233 +1%
TA
34
Teachers Advisors
New York
$33M +$942K +15,010 +3%
BTW
35
Boston Trust Walden
Massachusetts
$29.1M +$181K +2,889 +0.7%
Westfield Capital Management
36
Westfield Capital Management
Massachusetts
$26.1M -$1.74M -27,705 -6%
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$24.4M
Citadel Advisors
38
Citadel Advisors
Florida
$20.7M +$12.4M +197,865 +168%
AQR Capital Management
39
AQR Capital Management
Connecticut
$20.3M -$1.83M -29,164 -9%
PCM
40
Palisade Capital Management
New Jersey
$19.8M +$112K +1,787 +0.6%
Principal Financial Group
41
Principal Financial Group
Iowa
$19.4M +$340K +5,414 +2%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$18.7M +$17.9M +285,700 New
SI
43
Scout Investments
Missouri
$18.4M +$3.53M +56,201 +25%
Stifel Financial
44
Stifel Financial
Missouri
$17.8M +$3.61M +57,511 +27%
Morgan Stanley
45
Morgan Stanley
New York
$17.4M -$2.41M -38,453 -13%
FWIA
46
Fort Washington Investment Advisors
Ohio
$17.2M -$1.25M -20,000 -7%
Deutsche Bank
47
Deutsche Bank
Germany
$17.2M +$8.16M +130,099 +99%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$15.1M
SL
49
SIB LLC
New York
$15M
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$14.7M +$7.68M +122,405 +119%

TXRH Hedge Fund Activity: Q2 2018 in Review

304 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Texas Roadhouse (TXRH) for Q2 2018, worth a combined $4.33B — up 16% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TXRH positions and 31 closed out — a net gain of 3 holders — while 117 added to existing stakes and 98 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $51.2M. The largest seller was Eaton Vance Management, cutting an estimated $52.7M.

  • 304 institutional investors held Texas Roadhouse (TXRH) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $4.33B of Texas Roadhouse stock for Q2 2018, up 16% quarter-over-quarter.
  • 34 funds opened new Texas Roadhouse positions in Q2 2018 and 31 closed out, a net change of +3 holders.
  • The largest Texas Roadhouse buyer in Q2 2018 was Nordea Investment Management, an estimated $51.2M added.
  • The largest Texas Roadhouse seller in Q2 2018 was Eaton Vance Management, an estimated $52.7M sold.

Based on aggregated 13F filings for Q2 2018.