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Texas Roadhouse

246 hedge funds and large institutions have $2.8B invested in Texas Roadhouse in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 90 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

26% more capital invested

Capital invested by funds: $2.23B → $2.8B (+$573M)

13% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 80

7% more funds holding

Funds holding: 229246 (+17)

44% less call options, than puts

Call options by funds: $2.83M | Put options by funds: $5.05M

Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
6.55%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
46
Increased
90
Reduced
80
Closed
25
Calls
$2.83M
Puts
$5.05M
Net Calls
-$2.22M
Net Calls Change
+$822K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$228M +$24.6M +635,000 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$216M +$8.34M +214,832 +5%
BFA
3
BlackRock Fund Advisors
California
$179M -$1.87M -48,104 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$111M -$3M -77,200 -3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$110M -$2.78M -71,700 -3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$101M +$84.7M +2,181,977 +1,725%
Invesco
7
Invesco
Georgia
$91.2M +$2.82M +72,533 +4%
ORI
8
Oak Ridge Investments
Illinois
$87.6M -$1.27M -32,649 -2%
Jennison Associates
9
Jennison Associates
New York
$77.5M -$7.49M -192,892 -10%
BIT
10
BlackRock Institutional Trust
California
$69M +$484K +12,462 +0.8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$66.8M +$931K +23,986 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$63.5M -$17.3M -446,724 -23%
State Street
13
State Street
Massachusetts
$58.3M +$1.62M +41,800 +3%
KI
14
Kalmar Investments
Delaware
$55.6M -$17.4M -447,110 -26%
GKIM
15
GW&K Investment Management
Massachusetts
$54.1M -$9M -231,924 -16%
RP
16
RR Partners
New York
$50.5M -$213K -5,500 -0.5%
Northern Trust
17
Northern Trust
Illinois
$48.7M +$48.8K +1,257 +0.1%
Macquarie Group
18
Macquarie Group
Australia
$48.2M +$3.08M +79,359 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$47.2M +$415K +10,685 +1%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$44M +$39.2M +1,010,460 New
O
21
OppenheimerFunds
New York
$40.8M +$7.75M +199,554 +27%
CAM
22
Congress Asset Management
Massachusetts
$39.6M +$911K +23,481 +3%
Ameriprise
23
Ameriprise
Minnesota
$37.8M +$5.09M +131,257 +18%
GT
24
Glenmede Trust
Pennsylvania
$37.1M +$28.6M +737,639 +654%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$32M -$139K -3,593 -0.5%

TXRH Hedge Fund Activity: Q1 2016 in Review

246 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Texas Roadhouse (TXRH) for Q1 2016, worth a combined $2.8B — up 26% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new TXRH positions and 25 closed out — a net gain of 21 holders — while 90 added to existing stakes and 80 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $84.7M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $25.2M sold.

  • 246 institutional investors held Texas Roadhouse (TXRH) as of Q1 2016, up from 229 in Q4 2015.
  • Funds reported $2.8B of Texas Roadhouse stock for Q1 2016, up 26% quarter-over-quarter.
  • 46 funds opened new Texas Roadhouse positions in Q1 2016 and 25 closed out, a net change of +21 holders.
  • The largest Texas Roadhouse buyer in Q1 2016 was AllianceBernstein, an estimated $84.7M added.
  • The largest Texas Roadhouse seller in Q1 2016 was Point72 Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2016.