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Dillards

232 hedge funds and large institutions have $4.47B invested in Dillards in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

3% more funds holding

Funds holding: 226232 (+6)

4% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $60.3M

6.87% less ownership

Funds ownership: 94.94%88.07% (-6.9%)

26% less capital invested

Capital invested by funds: $6.07B → $4.47B (-$1.6B)

Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
6.18%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
36
Increased
88
Reduced
80
Closed
29
Calls
$62.7M
Puts
$60.3M
Net Calls
+$2.37M
Net Calls Change
+$186M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Evercore Trust Company
New York
$1.22B -$13.5M -108,090 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$263M +$1.33M +10,668 +0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$201M +$19.1M +152,886 +12%
LSV Asset Management
4
LSV Asset Management
Illinois
$174M -$1.16M -9,300 -0.7%
AllianceBernstein
5
AllianceBernstein
Tennessee
$164M +$44.5M +356,862 +42%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$161M -$1.49M -11,935 -1%
NRECA
7
National Rural Electric Cooperative Association
Virginia
$146M
JP Morgan Chase
8
JP Morgan Chase
New York
$139M +$14.8M +119,042 +13%
AQR Capital Management
9
AQR Capital Management
Connecticut
$119M +$7.19M +57,621 +7%
BIT
10
BlackRock Institutional Trust
California
$93.3M +$6.26M +50,198 +8%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$88.2M -$12.7M -101,988 -14%
JIR
12
James Investment Research
Ohio
$76.8M +$18.3M +146,894 +35%
Allianz Asset Management
13
Allianz Asset Management
Germany
$74.7M -$4.78M -38,301 -7%
American Century Companies
14
American Century Companies
Missouri
$67.9M +$5.02M +40,239 +9%
Invesco
15
Invesco
Georgia
$65.3M +$5.58M +44,733 +10%
TCIM
16
TIAA CREF Investment Management
New York
$64.9M +$16.7M +133,567 +39%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$62.5M +$1.97M +15,756 +4%
SCP
18
Seizert Capital Partners
Michigan
$56M -$17.7M -141,600 -26%
Prudential Financial
19
Prudential Financial
New Jersey
$52.6M +$40.7M +326,450 +552%
State Street
20
State Street
Massachusetts
$52.4M -$6.78M -54,382 -12%
GAM
21
Gotham Asset Management
New York
$51M +$22.1M +177,102 +90%
Harris Associates
22
Harris Associates
Illinois
$48M -$18.1M -144,834 -29%
Norges Bank
23
Norges Bank
Norway
$42.3M +$1.97M +15,828 +5%
ACM
24
Apex Capital Management
Ohio
$37.7M +$1.83M +14,672 +6%
Morgan Stanley
25
Morgan Stanley
New York
$33.7M -$131M -1,054,151 -81%

DDS Hedge Fund Activity: Q1 2015 in Review

232 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q1 2015, worth a combined $4.47B — down 26% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DDS positions and 29 closed out — a net gain of 7 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $44.5M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.66B sold.

  • 232 institutional investors held Dillards (DDS) as of Q1 2015, up from 226 in Q4 2014.
  • Funds reported $4.47B of Dillards stock for Q1 2015, down 26% quarter-over-quarter.
  • 36 funds opened new Dillards positions in Q1 2015 and 29 closed out, a net change of +7 holders.
  • The largest Dillards buyer in Q1 2015 was AllianceBernstein, an estimated $44.5M added.
  • The largest Dillards seller in Q1 2015 was Americafirst Capital Management, an estimated $1.66B sold.

Based on aggregated 13F filings for Q1 2015.