We are live on ! Find out more
DDS icon

Dillards

215 hedge funds and large institutions have $4.39B invested in Dillards in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $3.39B → $4.39B (+$1B)

25% more call options, than puts

Call options by funds: $162M | Put options by funds: $129M

4.12% more ownership

Funds ownership: 91.86%95.98% (+4.1%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 214215 (+1)

11% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 82

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
215
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
32
Increased
73
Reduced
82
Closed
31
Calls
$162M
Puts
$129M
Net Calls
+$32.6M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Evercore Trust Company
New York
$1.1B -$29.9M -286,223 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$206M -$9.29M -88,967 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$174M +$58M +555,466 +59%
U
4
UBS
Switzerland
$153M +$74.4M +712,423 +118%
LSV Asset Management
5
LSV Asset Management
Illinois
$150M +$8.9M +85,240 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$142M -$1.2M -11,532 -0.9%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$136M +$56.9M +544,892 +88%
NRECA
8
National Rural Electric Cooperative Association
Virginia
$125M
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$109M +$3.87M +37,053 +4%
AQR Capital Management
10
AQR Capital Management
Connecticut
$103M +$2.65M +25,352 +3%
AC
11
Axon Capital
New York
$100M
BIT
12
BlackRock Institutional Trust
California
$98.5M -$12.9M -123,778 -13%
JP Morgan Chase
13
JP Morgan Chase
New York
$85.2M +$29.7M +284,110 +64%
SG Americas Securities
14
SG Americas Securities
New York
$77M +$35.9M +343,680 +109%
BWCA
15
Brenner West Capital Advisors
New York
$74.6M
Allianz Asset Management
16
Allianz Asset Management
Germany
$72.3M -$1.76M -16,847 -3%
SCP
17
Seizert Capital Partners
Michigan
$64.6M +$57.8M +553,619 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$62.9M +$18.8M +180,266 +50%
Norges Bank
19
Norges Bank
Norway
$62.5M +$28M +267,938 +100%
Harris Associates
20
Harris Associates
Illinois
$56.4M +$49.2M +471,405 +3,987%
State Street
21
State Street
Massachusetts
$53.3M +$3.66M +35,076 +8%
American Century Companies
22
American Century Companies
Missouri
$49.7M +$2.06M +19,771 +5%
Invesco
23
Invesco
Georgia
$45.9M +$31.4M +300,904 +324%
Renaissance Technologies
24
Renaissance Technologies
New York
$43.7M -$9.47M -90,686 -19%
TCIM
25
TIAA CREF Investment Management
New York
$36.9M +$7.74M +74,111 +31%

DDS Hedge Fund Activity: Q2 2014 in Review

215 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q2 2014, worth a combined $4.39B — up 30% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DDS positions and 31 closed out — a net gain of 1 holder — while 73 added to existing stakes and 82 trimmed.

The largest buyer was UBS, adding an estimated $74.4M. The largest seller was Citadel Advisors, cutting an estimated $74.1M.

  • 215 institutional investors held Dillards (DDS) as of Q2 2014, up from 214 in Q1 2014.
  • Funds reported $4.39B of Dillards stock for Q2 2014, up 30% quarter-over-quarter.
  • 32 funds opened new Dillards positions in Q2 2014 and 31 closed out, a net change of +1 holder.
  • The largest Dillards buyer in Q2 2014 was UBS, an estimated $74.4M added.
  • The largest Dillards seller in Q2 2014 was Citadel Advisors, an estimated $74.1M sold.

Based on aggregated 13F filings for Q2 2014.