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Dillards

214 hedge funds and large institutions have $3.39B invested in Dillards in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $168M | Put options by funds: $106M

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

5% more funds holding

Funds holding: 203214 (+11)

6% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 70

0.01% more ownership

Funds ownership: 91.85%91.86% (+0.01%)

5% less capital invested

Capital invested by funds: $3.56B → $3.39B (-$175M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
6.18%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.23%
New
42
Increased
74
Reduced
70
Closed
30
Calls
$168M
Puts
$106M
Net Calls
+$61.8M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Evercore Trust Company
New York
$902M -$21.2M -234,544 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$172M -$2.18M -24,092 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$114M -$21.9M -242,185 -16%
LSV Asset Management
4
LSV Asset Management
Illinois
$111M -$1.06M -11,696 -1%
NRECA
5
National Rural Electric Cooperative Association
Virginia
$99.1M
BIT
6
BlackRock Institutional Trust
California
$89.5M +$2.66M +29,420 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$86.8M +$26.9M +297,696 +46%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$82.7M +$13.8M +152,187 +20%
AC
9
Axon Capital
New York
$79.4M -$20.6M -228,170 -21%
AQR Capital Management
10
AQR Capital Management
Connecticut
$79.4M -$4.78M -52,816 -6%
Citadel Advisors
11
Citadel Advisors
Florida
$68.2M -$3.99M -44,063 -6%
DSC
12
Donald Smith & Co
New York
$59.7M -$2.02M -22,282 -3%
BWCA
13
Brenner West Capital Advisors
New York
$59.1M +$29.2M +322,495 +102%
Allianz Asset Management
14
Allianz Asset Management
Germany
$58.8M +$2.28M +25,157 +4%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$57.5M +$3.71M +41,007 +7%
U
16
UBS
Switzerland
$55.8M -$4.68M -51,707 -8%
Renaissance Technologies
17
Renaissance Technologies
New York
$43M +$30.6M +337,986 +265%
JP Morgan Chase
18
JP Morgan Chase
New York
$41.3M -$509K -5,625 -1%
State Street
19
State Street
Massachusetts
$39M -$5.05M -55,827 -12%
American Century Companies
20
American Century Companies
Missouri
$37.5M +$564K +6,231 +2%
SAM
21
Scopus Asset Management
New York
$35M -$12.7M -140,196 -27%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$33.2M +$2.14M +23,683 +7%
SG Americas Securities
23
SG Americas Securities
New York
$29.3M +$6.07M +67,094 +27%
Prudential Financial
24
Prudential Financial
New Jersey
$28.9M +$259K +2,860 +0.9%
JIR
25
James Investment Research
Ohio
$28.9M -$8.99M -99,385 -24%

DDS Hedge Fund Activity: Q1 2014 in Review

214 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q1 2014, worth a combined $3.39B — down 4.9% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DDS positions and 30 closed out — a net gain of 12 holders — while 74 added to existing stakes and 70 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $30.6M. The largest seller was Rainier Investment Management, exiting entirely with an estimated $42.8M sold.

  • 214 institutional investors held Dillards (DDS) as of Q1 2014, up from 203 in Q4 2013.
  • Funds reported $3.39B of Dillards stock for Q1 2014, down 4.9% quarter-over-quarter.
  • 42 funds opened new Dillards positions in Q1 2014 and 30 closed out, a net change of +12 holders.
  • The largest Dillards buyer in Q1 2014 was Renaissance Technologies, an estimated $30.6M added.
  • The largest Dillards seller in Q1 2014 was Rainier Investment Management, an estimated $42.8M sold.

Based on aggregated 13F filings for Q1 2014.