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Texas Roadhouse

177 hedge funds and large institutions have $1.62B invested in Texas Roadhouse in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.56B → $1.62B (+$57.4M)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 183177 (-6)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

30% less call options, than puts

Call options by funds: $697K | Put options by funds: $994K

Holders
177
Holders Change
-6
Holders Change %
-3.28%
% of All Funds
5.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
69
Reduced
67
Closed
21
Calls
$697K
Puts
$994K
Net Calls
-$297K
Net Calls Change
-$101K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Profund Advisors
Maryland
$666K +$315K +12,538 +98%
MC
127
Menta Capital
California
$651K +$200K +7,936 +47%
Axa
128
Axa
France
$641K +$614K +24,400 New
AIS
129
AlphaOne Investment Services
Pennsylvania
$589K -$1.08M -43,092 -66%
MCM
130
MAI Capital Management
Ohio
$576K -$15.7K -625 -3%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$571K +$12.6K +500 +2%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$560K +$60.6K +2,410 +13%
BG
133
Bahl & Gaynor
Ohio
$553K +$61.6K +2,450 +13%
BP
134
BBR Partners
New York
$552K
CB
135
Commerce Bank
Missouri
$477K -$7.29K -290 -2%
BCM
136
Bridgeway Capital Management
Texas
$472K -$2.85M -113,400 -86%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$456K -$110K -4,373 -20%
PI
138
Placemark Investments
Illinois
$454K -$53.1K -2,112 -11%
OA
139
OFI Advisors
Pennsylvania
$446K +$82.6K +3,284 +24%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$400K
KeyBank National Association
141
KeyBank National Association
Ohio
$352K +$17.4K +691 +5%
CCMH
142
Cornerstone Capital Management Holdings
New York
$342K -$186K -7,400 -36%
HA
143
Halsey Associates
Connecticut
$329K
LPL Financial
144
LPL Financial
California
$306K +$67K +2,665 +30%
SG Americas Securities
145
SG Americas Securities
New York
$297K +$284K +11,284 New
SAG
146
Sterne Agee Group
Alabama
$250K -$47.3K -1,880 -16%
EA
147
Emerald Advisers
Pennsylvania
$236K
T. Rowe Price Associates
148
T. Rowe Price Associates
Maryland
$234K
MSA
149
Mason Street Advisors
Wisconsin
$231K +$18.8K +747 +9%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$216K -$31.2K -1,240 -13%

TXRH Hedge Fund Activity: Q3 2013 in Review

177 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Texas Roadhouse (TXRH) for Q3 2013, worth a combined $1.62B — up 3.7% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of TXRH and 17 opened new positions — a net loss of 4 holders — while 67 trimmed existing stakes and 69 added.

The largest buyer was Neuberger Berman Group, adding an estimated $71.5M. The largest seller was Fidelity Investments, cutting an estimated $43.9M.

  • 177 institutional investors held Texas Roadhouse (TXRH) as of Q3 2013, down from 183 in Q2 2013.
  • Funds reported $1.62B of Texas Roadhouse stock for Q3 2013, up 3.7% quarter-over-quarter.
  • 17 funds opened new Texas Roadhouse positions in Q3 2013 and 21 closed out, a net change of -4 holders.
  • The largest Texas Roadhouse buyer in Q3 2013 was Neuberger Berman Group, an estimated $71.5M added.
  • The largest Texas Roadhouse seller in Q3 2013 was Fidelity Investments, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2013.