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Dillards

186 hedge funds and large institutions have $1.71B invested in Dillards in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $83M | Put options by funds: $42.4M

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 182186 (+4)

0.89% more ownership

Funds ownership: 92.06%92.95% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $1.75B → $1.71B (-$33.4M)

4% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 67

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
64
Reduced
67
Closed
25
Calls
$83M
Puts
$42.4M
Net Calls
+$40.6M
Net Calls Change
+$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Evercore Trust Company
New York
$496M -$562K -8,561 -0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M -$39.8M -605,870 -19%
GC
3
Greenlight Capital
New York
$111M -$10.8M -165,000 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$98.8M +$13.2M +200,435 +15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$92M +$3.27M +49,810 +4%
LSV Asset Management
6
LSV Asset Management
Illinois
$84.7M +$2.25M +34,204 +3%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$44.6M -$12M -182,024 -20%
BIT
8
BlackRock Institutional Trust
California
$42.3M -$7.14M -108,684 -14%
PIM
9
Perkins Investment Management
Illinois
$39.9M +$10.1M +154,305 +32%
RA
10
Royce & Associates
New York
$35.1M +$18.8M +286,908 +105%
LHC
11
Lodge Hill Capital
New York
$33.4M +$35M +533,000 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$31.6M +$10.8M +165,112 +49%
AQR Capital Management
13
AQR Capital Management
Connecticut
$31.4M -$1.46M -22,175 -4%
Goldman Sachs
14
Goldman Sachs
New York
$26.1M +$5.57M +84,835 +26%
PPA
15
Parametric Portfolio Associates
Washington
$24.1M +$1.9M +28,933 +8%
State Street
16
State Street
Massachusetts
$23M -$2.11M -32,085 -8%
Norges Bank
17
Norges Bank
Norway
$18.7M +$1.83M +27,785 +10%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$13.9M -$2.51M -38,170 -15%
BFA
19
BlackRock Fund Advisors
California
$12.8M +$20.5K +312 +0.2%
OCM
20
Olstein Capital Management
New York
$12.7M -$1.09M -16,580 -8%
JP Morgan Chase
21
JP Morgan Chase
New York
$11.2M +$1.02M +15,498 +9%
First Trust Advisors
22
First Trust Advisors
Illinois
$10.8M -$17.3M -263,381 -61%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$9.04M -$1.9M -28,900 -17%
AL
24
AJO LP
Pennsylvania
$8.2M -$13.3M -201,998 -61%
PAM
25
Panagora Asset Management
Massachusetts
$7.92M +$527K +8,030 +7%

DDS Hedge Fund Activity: Q4 2016 in Review

186 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q4 2016, worth a combined $1.71B — down 1.9% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DDS positions and 25 closed out — a net gain of 6 holders — while 64 added to existing stakes and 67 trimmed.

The largest buyer was Lodge Hill Capital, opening a new position worth an estimated $35M. The largest seller was Fidelity Investments, cutting an estimated $39.8M.

  • 186 institutional investors held Dillards (DDS) as of Q4 2016, up from 182 in Q3 2016.
  • Funds reported $1.71B of Dillards stock for Q4 2016, down 1.9% quarter-over-quarter.
  • 31 funds opened new Dillards positions in Q4 2016 and 25 closed out, a net change of +6 holders.
  • The largest Dillards buyer in Q4 2016 was Lodge Hill Capital, an estimated $35M added.
  • The largest Dillards seller in Q4 2016 was Fidelity Investments, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2016.