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Dillards

203 hedge funds and large institutions have $3.02B invested in Dillards in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% more ownership

Funds ownership: 92.46%92.49% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less call options, than puts

Call options by funds: $28.9M | Put options by funds: $29.3M

2% less funds holding

Funds holding: 208203 (-5)

6% less capital invested

Capital invested by funds: $3.2B → $3.02B (-$180M)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
203
Holders Change
-5
Holders Change %
-2.4%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
34
Increased
72
Reduced
80
Closed
38
Calls
$28.9M
Puts
$29.3M
Net Calls
-$406K
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Evercore Trust Company
New York
$798M -$14.5M -179,270 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$150M -$22.9M -283,128 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$148M +$1.35M +16,636 +0.9%
LSV Asset Management
4
LSV Asset Management
Illinois
$98M -$2.97M -36,700 -3%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$88.5M -$29.8M -368,491 -25%
NRECA
6
National Rural Electric Cooperative Association
Virginia
$84M
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$78M +$3.9M +48,186 +5%
DSC
8
Donald Smith & Co
New York
$73.1M +$1.86M +22,994 +3%
BIT
9
BlackRock Institutional Trust
California
$71.4M -$82.3K -1,016 -0.1%
AQR Capital Management
10
AQR Capital Management
Connecticut
$70.1M +$510K +6,299 +0.7%
C
11
Consulta
United Kingdom
$59.8M +$13M +161,107 +27%
AC
12
Axon Capital
New York
$59.2M +$61.2M +756,106 New
SCA
13
SAC Capital Advisors
Connecticut
$59.1M +$40.5M +500,398 +196%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$52.9M +$3.43M +42,318 +7%
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$47.8M +$39.4M +486,568 +392%
SFM
16
Systematic Financial Management
New Jersey
$45.8M +$47.4M +585,336 New
State Street
17
State Street
Massachusetts
$44.4M -$877K -10,836 -2%
Renaissance Technologies
18
Renaissance Technologies
New York
$44M -$22.6M -278,600 -33%
JP Morgan Chase
19
JP Morgan Chase
New York
$42.7M -$12.5M -154,216 -22%
Prudential Financial
20
Prudential Financial
New Jersey
$41.7M +$1.52M +18,780 +4%
BA
21
BlackRock Advisors
Delaware
$41.3M -$16M -198,039 -27%
TCIM
22
TIAA CREF Investment Management
New York
$40.8M +$387K +4,774 +0.9%
American Century Companies
23
American Century Companies
Missouri
$40.5M +$25.2M +311,836 +152%
Allianz Asset Management
24
Allianz Asset Management
Germany
$39.9M +$4.41M +54,459 +12%
RIM
25
Rainier Investment Management
Washington
$30.9M -$1.55M -19,100 -5%

DDS Hedge Fund Activity: Q3 2013 in Review

203 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q3 2013, worth a combined $3.02B — down 5.6% from $3.2B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of DDS and 34 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 72 added.

The largest buyer was Axon Capital, opening a new position worth an estimated $61.2M. The largest seller was AJO LP, exiting entirely with an estimated $87.6M sold.

  • 203 institutional investors held Dillards (DDS) as of Q3 2013, down from 208 in Q2 2013.
  • Funds reported $3.02B of Dillards stock for Q3 2013, down 5.6% quarter-over-quarter.
  • 34 funds opened new Dillards positions in Q3 2013 and 38 closed out, a net change of -4 holders.
  • The largest Dillards buyer in Q3 2013 was Axon Capital, an estimated $61.2M added.
  • The largest Dillards seller in Q3 2013 was AJO LP, an estimated $87.6M sold.

Based on aggregated 13F filings for Q3 2013.