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Dillards

182 hedge funds and large institutions have $1.75B invested in Dillards in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

12% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 58

5% more capital invested

Capital invested by funds: $1.66B → $1.75B (+$87.6M)

3% more funds holding

Funds holding: 176182 (+6)

2.39% more ownership

Funds ownership: 89.67%92.06% (+2.4%)

1% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $26.3M

Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
65
Reduced
58
Closed
26
Calls
$26.7M
Puts
$26.3M
Net Calls
+$383K
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Evercore Trust Company
New York
$499M -$1.17M -18,652 -0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$200M +$3.49M +55,825 +2%
GC
3
Greenlight Capital
New York
$122M -$975K -15,600 -0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$89.3M +$2.93M +46,803 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$86.6M +$3.14M +50,226 +4%
LSV Asset Management
6
LSV Asset Management
Illinois
$83M +$1.26M +20,092 +2%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$56.3M -$7.57M -121,104 -12%
BIT
8
BlackRock Institutional Trust
California
$49.4M -$3.88M -62,009 -7%
AQR Capital Management
9
AQR Capital Management
Connecticut
$33M -$1.17M -18,705 -3%
PIM
10
Perkins Investment Management
Illinois
$30.4M +$30.2M +482,332 New
First Trust Advisors
11
First Trust Advisors
Illinois
$27.4M +$7.49M +119,793 +38%
State Street
12
State Street
Massachusetts
$25.1M +$2.07M +33,104 +9%
PPA
13
Parametric Portfolio Associates
Washington
$22.4M +$1.41M +22,628 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21.4M +$12.7M +203,194 +149%
AL
15
AJO LP
Pennsylvania
$21M -$809K -12,947 -4%
Goldman Sachs
16
Goldman Sachs
New York
$20.9M +$5.98M +95,709 +41%
RA
17
Royce & Associates
New York
$17.2M -$36.7M -586,357 -68%
NI
18
Numeric Investors
Massachusetts
$16.5M +$16.3M +261,400 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$16.4M +$7.81M +124,982 +92%
Norges Bank
20
Norges Bank
Norway
$16.3M -$4.42M -70,740 -21%
OCM
21
Olstein Capital Management
New York
$13.8M -$1M -16,077 -7%
BFA
22
BlackRock Fund Advisors
California
$12.9M +$763K +12,212 +6%
Prudential Financial
23
Prudential Financial
New Jersey
$12.5M -$2.06M -33,000 -14%
GAM
24
Gotham Asset Management
New York
$12.4M -$6.49M -103,891 -35%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$10.9M +$594K +9,500 +6%

DDS Hedge Fund Activity: Q3 2016 in Review

182 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q3 2016, worth a combined $1.75B — up 5.3% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DDS positions and 26 closed out — a net gain of 6 holders — while 65 added to existing stakes and 58 trimmed.

The largest buyer was Perkins Investment Management, opening a new position worth an estimated $30.2M. The largest seller was Royce & Associates, cutting an estimated $36.7M.

  • 182 institutional investors held Dillards (DDS) as of Q3 2016, up from 176 in Q2 2016.
  • Funds reported $1.75B of Dillards stock for Q3 2016, up 5.3% quarter-over-quarter.
  • 32 funds opened new Dillards positions in Q3 2016 and 26 closed out, a net change of +6 holders.
  • The largest Dillards buyer in Q3 2016 was Perkins Investment Management, an estimated $30.2M added.
  • The largest Dillards seller in Q3 2016 was Royce & Associates, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2016.