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Texas Roadhouse

258 hedge funds and large institutions have $3.05B invested in Texas Roadhouse in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 66

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0.26% more ownership

Funds ownership: 87.12%87.39% (+0.26%)

0% less funds holding

Funds holding: 259258 (-1)

3% less capital invested

Capital invested by funds: $3.15B → $3.05B (-$97.4M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

51% less call options, than puts

Call options by funds: $6.37M | Put options by funds: $13M

Holders
258
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
6.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
113
Reduced
66
Closed
30
Calls
$6.37M
Puts
$13M
Net Calls
-$6.67M
Net Calls Change
+$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$332M +$6.71M +137,705 +2%
Capital Research Global Investors
2
Capital Research Global Investors
California
$269M
Vanguard Group
3
Vanguard Group
Pennsylvania
$261M +$5.33M +109,386 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$115M -$3.16M -64,793 -3%
State Street
5
State Street
Massachusetts
$110M +$698K +14,314 +0.6%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$92.2M -$4.48M -91,881 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$81.9M +$709K +14,545 +0.9%
CAM
8
Congress Asset Management
Massachusetts
$75.2M +$2.71M +55,665 +4%
Invesco
9
Invesco
Georgia
$73.6M +$9.27M +190,196 +15%
Northern Trust
10
Northern Trust
Illinois
$64.4M -$381K -7,812 -0.6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$61.3M -$7.44M -152,677 -11%
CWAM
12
Columbia Wanger Asset Management
Illinois
$60.4M -$1.79M -36,819 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$55.9M +$1.58M +32,461 +3%
Citadel Advisors
14
Citadel Advisors
Florida
$50.6M +$9.92M +203,549 +25%
GKIM
15
GW&K Investment Management
Massachusetts
$48.1M -$121K -2,482 -0.3%
Prudential Financial
16
Prudential Financial
New Jersey
$47.4M -$40.4K -830 -0.1%
AQR Capital Management
17
AQR Capital Management
Connecticut
$44.4M -$2.98M -61,108 -6%
WRF
18
Waddell & Reed Financial
Kansas
$39.8M -$1.27M -26,160 -3%
Goldman Sachs
19
Goldman Sachs
New York
$37.3M +$8.08M +165,909 +28%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$36.9M +$391K +8,034 +1%
FCM
21
Frontier Capital Management
Massachusetts
$36.3M +$464K +9,524 +1%
Norges Bank
22
Norges Bank
Norway
$36.2M +$7.7M +157,925 +27%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$36.1M -$6.97M -143,064 -16%
AAM
24
Ardevora Asset Management
United Kingdom
$35.3M -$906K -18,600 -3%
RCAMU
25
Rothschild & Co Asset Management US
Connecticut
$33.7M +$2.17M +44,435 +7%

TXRH Hedge Fund Activity: Q3 2017 in Review

258 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Texas Roadhouse (TXRH) for Q3 2017, worth a combined $3.05B — down 3.1% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TXRH positions and 30 closed out — a net gain of 1 holder — while 113 added to existing stakes and 66 trimmed.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $13.4M. The largest seller was Rice Hall James & Associates, exiting entirely with an estimated $22.5M sold.

  • 258 institutional investors held Texas Roadhouse (TXRH) as of Q3 2017, down from 259 in Q2 2017.
  • Funds reported $3.05B of Texas Roadhouse stock for Q3 2017, down 3.1% quarter-over-quarter.
  • 31 funds opened new Texas Roadhouse positions in Q3 2017 and 30 closed out, a net change of +1 holder.
  • The largest Texas Roadhouse buyer in Q3 2017 was Weiss Multi-Strategy Advisers, an estimated $13.4M added.
  • The largest Texas Roadhouse seller in Q3 2017 was Rice Hall James & Associates, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2017.