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Dillards

208 hedge funds and large institutions have $2.3B invested in Dillards in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.98B → $2.3B (+$318M)

2.25% more ownership

Funds ownership: 100.92%103.17% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 215208 (-7)

21% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 33

31% less call options, than puts

Call options by funds: $65.2M | Put options by funds: $93.9M

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

Holders
208
Holders Change
-7
Holders Change %
-3.26%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
26
Increased
57
Reduced
87
Closed
33
Calls
$65.2M
Puts
$93.9M
Net Calls
-$28.7M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Newport Trust Company
1
Newport Trust Company
District of Columbia
$685M -$14M -172,312 -2%
BlackRock
2
BlackRock
New York
$197M +$13.4M +164,561 +9%
Capital World Investors
3
Capital World Investors
California
$180M +$17.7M +217,009 +13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$157M -$1.56M -19,119 -1%
LSV Asset Management
5
LSV Asset Management
Illinois
$123M -$1.05M -12,840 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$121M +$7.48M +91,776 +8%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$79.1M -$312K -3,828 -0.5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$76.3M -$8.73M -107,147 -12%
State Street
9
State Street
Massachusetts
$56.4M -$5.82M -71,428 -11%
JP Morgan Chase
10
JP Morgan Chase
New York
$44.3M -$4.13M -50,654 -10%
AQR Capital Management
11
AQR Capital Management
Connecticut
$43.1M +$3.6M +44,167 +11%
Goldman Sachs
12
Goldman Sachs
New York
$36M +$11.9M +146,442 +62%
Morgan Stanley
13
Morgan Stanley
New York
$28.7M -$48.8M -599,200 -66%
MC
14
Maverick Capital
Texas
$28.2M +$22.3M +273,920 +1,142%
Northern Trust
15
Northern Trust
Illinois
$23.9M +$259K +3,182 +1%
Norges Bank
16
Norges Bank
Norway
$23.7M
PPA
17
Parametric Portfolio Associates
Washington
$22.8M +$1.23M +15,150 +7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$15.8M +$218K +2,677 +2%
Deutsche Bank
19
Deutsche Bank
Germany
$14.1M +$6.48M +79,519 +115%
Federated Hermes
20
Federated Hermes
Pennsylvania
$13.3M -$199K -2,439 -2%
Bank of America
21
Bank of America
North Carolina
$12.6M -$259K -3,184 -2%
Charles Schwab
22
Charles Schwab
California
$12.3M -$437K -5,365 -4%
Invesco
23
Invesco
Georgia
$11.7M +$1.59M +19,473 +19%
Squarepoint
24
Squarepoint
New York
$11.2M +$9.65M +118,421 New
SPCP
25
Snow Park Capital Partners
New York
$10.6M -$3.1M -38,100 -25%

DDS Hedge Fund Activity: Q2 2018 in Review

208 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q2 2018, worth a combined $2.3B — up 16% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DDS and 26 opened new positions — a net loss of 7 holders — while 87 trimmed existing stakes and 57 added.

The largest buyer was Maverick Capital, adding an estimated $22.3M. The largest seller was Morgan Stanley, cutting an estimated $48.8M.

  • 208 institutional investors held Dillards (DDS) as of Q2 2018, down from 215 in Q1 2018.
  • Funds reported $2.3B of Dillards stock for Q2 2018, up 16% quarter-over-quarter.
  • 26 funds opened new Dillards positions in Q2 2018 and 33 closed out, a net change of -7 holders.
  • The largest Dillards buyer in Q2 2018 was Maverick Capital, an estimated $22.3M added.
  • The largest Dillards seller in Q2 2018 was Morgan Stanley, an estimated $48.8M sold.

Based on aggregated 13F filings for Q2 2018.