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Dillards

207 hedge funds and large institutions have $2.11B invested in Dillards in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $38.7M

1.68% more ownership

Funds ownership: 96.42%98.09% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 220207 (-13)

13% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 82

27% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 49

49% less capital invested

Capital invested by funds: $4.11B → $2.11B (-$2B)

Holders
207
Holders Change
-13
Holders Change %
-5.91%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
71
Reduced
82
Closed
49
Calls
$43.1M
Puts
$38.7M
Net Calls
+$4.43M
Net Calls Change
+$9.07M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Evercore Trust Company
New York
$535M -$25.4M -315,886 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$185M +$3.96M +49,146 +2%
GC
3
Greenlight Capital
New York
$115M +$40.4M +502,082 +40%
Vanguard Group
4
Vanguard Group
Pennsylvania
$98.7M -$8.21M -101,947 -6%
LSV Asset Management
5
LSV Asset Management
Illinois
$85.6M +$3.71M +46,095 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$75.5M -$1.2M -14,863 -1%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$63.3M +$22.6M +280,764 +41%
Harris Associates
8
Harris Associates
Illinois
$56.1M +$20.7M +257,051 +43%
NRECA
9
National Rural Electric Cooperative Association
Virginia
$52.5M -$22.1M -274,528 -26%
BIT
10
BlackRock Institutional Trust
California
$44.6M -$6.7M -83,233 -11%
RA
11
Royce & Associates
New York
$43.4M +$2.77M +34,367 +5%
PIM
12
Perkins Investment Management
Illinois
$43M +$10.2M +126,220 +24%
AQR Capital Management
13
AQR Capital Management
Connecticut
$39.4M -$4.12M -51,162 -8%
Prudential Financial
14
Prudential Financial
New Jersey
$33.9M -$11.1M -138,350 -21%
SCP
15
Seizert Capital Partners
Michigan
$29.8M -$4.16M -51,643 -10%
WHG
16
Westwood Holdings Group
Texas
$25.7M -$3.1M -38,537 -9%
State Street
17
State Street
Massachusetts
$25.6M +$196K +2,437 +0.6%
JP Morgan Chase
18
JP Morgan Chase
New York
$24.7M +$2.1M +26,139 +7%
First Trust Advisors
19
First Trust Advisors
Illinois
$24.5M +$5.03M +62,508 +20%
AL
20
AJO LP
Pennsylvania
$24.2M -$3.66M -45,457 -11%
TCIM
21
TIAA CREF Investment Management
New York
$23.2M -$3.77M -46,869 -12%
Norges Bank
22
Norges Bank
Norway
$23.2M +$874K +10,857 +3%
JIR
23
James Investment Research
Ohio
$21.7M -$3.4M -42,180 -11%
UBS AM
24
UBS AM
Illinois
$21.5M +$9.07M +112,599 +52%
ACM
25
Apex Capital Management
Ohio
$19.6M -$388K -4,816 -2%

DDS Hedge Fund Activity: Q4 2015 in Review

207 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q4 2015, worth a combined $2.11B — down 49% from $4.11B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of DDS and 36 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 71 added.

The largest buyer was Greenlight Capital, adding an estimated $40.4M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.19B sold.

  • 207 institutional investors held Dillards (DDS) as of Q4 2015, down from 220 in Q3 2015.
  • Funds reported $2.11B of Dillards stock for Q4 2015, down 49% quarter-over-quarter.
  • 36 funds opened new Dillards positions in Q4 2015 and 49 closed out, a net change of -13 holders.
  • The largest Dillards buyer in Q4 2015 was Greenlight Capital, an estimated $40.4M added.
  • The largest Dillards seller in Q4 2015 was Americafirst Capital Management, an estimated $1.19B sold.

Based on aggregated 13F filings for Q4 2015.