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Texas Roadhouse

219 hedge funds and large institutions have $2.24B invested in Texas Roadhouse in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

70% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $2.52M

58% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 62

7% more capital invested

Capital invested by funds: $2.1B → $2.24B (+$140M)

5% more funds holding

Funds holding: 208219 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
219
Holders Change
+11
Holders Change %
+5.29%
% of All Funds
5.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
98
Reduced
62
Closed
20
Calls
$4.28M
Puts
$2.52M
Net Calls
+$1.76M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$167M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$158M -$137M -3,869,073 -47%
Vanguard Group
3
Vanguard Group
Pennsylvania
$158M +$6.39M +180,038 +4%
BFA
4
BlackRock Fund Advisors
California
$141M +$8.27M +232,947 +6%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$107M -$6.63M -186,700 -6%
KI
6
Kalmar Investments
Delaware
$73.2M -$5.38M -151,608 -7%
ORI
7
Oak Ridge Investments
Illinois
$70.2M +$237K +6,677 +0.3%
Citadel Advisors
8
Citadel Advisors
Florida
$59.4M +$57.5M +1,618,278 +12,316%
BIT
9
BlackRock Institutional Trust
California
$59.2M +$1.42M +40,064 +3%
GKIM
10
GW&K Investment Management
Massachusetts
$55.6M -$823K -23,188 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$52.5M +$1.77M +49,760 +4%
State Street
12
State Street
Massachusetts
$48.2M +$1.35M +37,980 +3%
Macquarie Group
13
Macquarie Group
Australia
$46.6M -$565K -15,914 -1%
Jennison Associates
14
Jennison Associates
New York
$42.8M -$121K -3,412 -0.3%
Northern Trust
15
Northern Trust
Illinois
$37.7M +$435K +12,255 +1%
BTW
16
Boston Trust Walden
Massachusetts
$35.3M -$865K -24,364 -2%
SI
17
Scout Investments
Missouri
$32M +$17.8M +501,021 +132%
MCM
18
Melvin Capital Management
New York
$31M +$6.93M +195,000 +30%
Ameriprise
19
Ameriprise
Minnesota
$29.6M -$2.17M -61,107 -7%
CAM
20
Congress Asset Management
Massachusetts
$29.2M +$5.77M +162,568 +25%
GT
21
Glenmede Trust
Pennsylvania
$29M +$214K +6,030 +0.8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$28.5M -$9.39M -264,274 -25%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$27.8M -$1.16M -32,703 -4%
TCP
24
TAMRO Capital Partners
Virginia
$25.4M -$5.5M -155,011 -18%
RP
25
RR Partners
New York
$24.5M +$689K +19,400 +3%

TXRH Hedge Fund Activity: Q1 2015 in Review

219 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Texas Roadhouse (TXRH) for Q1 2015, worth a combined $2.24B — up 6.7% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TXRH positions and 20 closed out — a net gain of 15 holders — while 98 added to existing stakes and 62 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $57.5M. The largest seller was Fidelity Investments, cutting an estimated $137M.

  • 219 institutional investors held Texas Roadhouse (TXRH) as of Q1 2015, up from 208 in Q4 2014.
  • Funds reported $2.24B of Texas Roadhouse stock for Q1 2015, up 6.7% quarter-over-quarter.
  • 35 funds opened new Texas Roadhouse positions in Q1 2015 and 20 closed out, a net change of +15 holders.
  • The largest Texas Roadhouse buyer in Q1 2015 was Citadel Advisors, an estimated $57.5M added.
  • The largest Texas Roadhouse seller in Q1 2015 was Fidelity Investments, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2015.