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Dillards

235 hedge funds and large institutions have $3.4B invested in Dillards in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

1% more funds holding

Funds holding: 232235 (+3)

1.03% more ownership

Funds ownership: 88.07%89.1% (+1%)

22% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 95

24% less capital invested

Capital invested by funds: $4.47B → $3.4B (-$1.07B)

28% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $63.2M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
6.33%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
38
Increased
74
Reduced
95
Closed
34
Calls
$45.8M
Puts
$63.2M
Net Calls
-$17.4M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Evercore Trust Company
New York
$915M -$32.6M -265,157 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$228M +$85.3M +694,667 +47%
Vanguard Group
3
Vanguard Group
Pennsylvania
$182M -$24.3M -197,702 -10%
LSV Asset Management
4
LSV Asset Management
Illinois
$133M -$258K -2,100 -0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$129M +$5.89M +47,959 +4%
NRECA
6
National Rural Electric Cooperative Association
Virginia
$113M
AQR Capital Management
7
AQR Capital Management
Connecticut
$85.3M -$7.75M -63,120 -7%
BIT
8
BlackRock Institutional Trust
California
$84.9M +$15.2M +123,862 +18%
AllianceBernstein
9
AllianceBernstein
Tennessee
$82.8M -$51M -415,223 -35%
JP Morgan Chase
10
JP Morgan Chase
New York
$59.8M -$55.1M -449,181 -44%
JIR
11
James Investment Research
Ohio
$56M -$3.72M -30,301 -5%
SCP
12
Seizert Capital Partners
Michigan
$55.5M +$14.4M +117,324 +29%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$55.1M -$15M -122,416 -19%
American Century Companies
14
American Century Companies
Missouri
$51.1M -$1.39M -11,284 -2%
Allianz Asset Management
15
Allianz Asset Management
Germany
$47.2M -$12.2M -99,189 -18%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$45M -$3.63M -29,593 -6%
GAM
17
Gotham Asset Management
New York
$43.9M +$5.36M +43,647 +12%
State Street
18
State Street
Massachusetts
$41.3M +$1.06M +8,635 +2%
TCIM
19
TIAA CREF Investment Management
New York
$39.5M -$12.3M -100,144 -21%
GC
20
Greenlight Capital
New York
$39.4M +$46M +375,000 New
Morgan Stanley
21
Morgan Stanley
New York
$39.4M +$15.7M +127,697 +52%
Prudential Financial
22
Prudential Financial
New Jersey
$38.9M -$1.89M -15,400 -4%
Harris Associates
23
Harris Associates
Illinois
$36.8M -$257K -2,091 -0.6%
Millennium Management
24
Millennium Management
New York
$35.3M +$41.2M +335,590 New
Norges Bank
25
Norges Bank
Norway
$32.6M

DDS Hedge Fund Activity: Q2 2015 in Review

235 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q2 2015, worth a combined $3.4B — down 24% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DDS positions and 34 closed out — a net gain of 4 holders — while 74 added to existing stakes and 95 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $85.3M. The largest seller was JP Morgan Chase, cutting an estimated $55.1M.

  • 235 institutional investors held Dillards (DDS) as of Q2 2015, up from 232 in Q1 2015.
  • Funds reported $3.4B of Dillards stock for Q2 2015, down 24% quarter-over-quarter.
  • 38 funds opened new Dillards positions in Q2 2015 and 34 closed out, a net change of +4 holders.
  • The largest Dillards buyer in Q2 2015 was Fidelity Investments, an estimated $85.3M added.
  • The largest Dillards seller in Q2 2015 was JP Morgan Chase, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2015.