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Dillards

143 hedge funds and large institutions have $750M invested in Dillards in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.02% less ownership

Funds ownership: 104.34%98.31% (-6%)

19% less funds holding

Funds holding: 176143 (-33)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

44% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $28.1M

53% less capital invested

Capital invested by funds: $1.59B → $750M (-$837M)

67% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 46

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
143
Holders Change
-33
Holders Change %
-18.75%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
45
Reduced
56
Closed
46
Calls
$15.6M
Puts
$28.1M
Net Calls
-$12.5M
Net Calls Change
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Newport Trust Company
1
Newport Trust Company
District of Columbia
$266M +$1.39M +23,701 +0.3%
SAM
2
Southeastern Asset Management
Tennessee
$70.5M -$7.67M -131,193 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$56.7M -$1.34M -22,870 -1%
BlackRock
4
BlackRock
New York
$45M -$6.36M -108,746 -8%
LSV Asset Management
5
LSV Asset Management
Illinois
$39.3M -$2.28M -39,058 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$35.8M +$3.5M +59,872 +7%
AQR Capital Management
7
AQR Capital Management
Connecticut
$27.5M -$7.25M -124,117 -14%
CIM
8
Contrarius Investment Management
Jersey
$15.8M -$42.7M -730,078 -63%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$15.5M -$2.37M -40,511 -9%
State Street
10
State Street
Massachusetts
$14.9M -$294K -5,026 -1%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$14M +$900K +15,396 +4%
Goldman Sachs
12
Goldman Sachs
New York
$13.2M +$3.8M +65,098 +22%
Charles Schwab
13
Charles Schwab
California
$12M +$13M +222,867 +221%
Norges Bank
14
Norges Bank
Norway
$10.4M -$4.97M -85,093 -23%
PPA
15
Parametric Portfolio Associates
Washington
$7.67M +$661K +11,317 +6%
JP Morgan Chase
16
JP Morgan Chase
New York
$7.33M +$8.24M +141,079 +247%
Northern Trust
17
Northern Trust
Illinois
$6.85M -$339K -5,799 -3%
Bank of America
18
Bank of America
North Carolina
$5.93M +$6.83M +116,819 +268%
Invesco
19
Invesco
Georgia
$5.35M -$1.76M -30,038 -17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$5.29M +$339K +5,809 +4%
MC
21
Maverick Capital
Texas
$4.4M +$6.96M +119,153 New
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$3.7M +$674K +11,531 +13%
BCM
23
Bridgeway Capital Management
Texas
$3.65M -$1.15M -19,600 -17%
Morgan Stanley
24
Morgan Stanley
New York
$3.51M +$2M +34,192 +56%
Prudential Financial
25
Prudential Financial
New Jersey
$3.04M -$1.28M -21,850 -21%

DDS Hedge Fund Activity: Q1 2020 in Review

143 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q1 2020, worth a combined $750M — down 53% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of DDS and 15 opened new positions — a net loss of 31 holders — while 56 trimmed existing stakes and 45 added.

The largest buyer was Charles Schwab, adding an estimated $13M. The largest seller was Contrarius Investment Management, cutting an estimated $42.7M.

  • 143 institutional investors held Dillards (DDS) as of Q1 2020, down from 176 in Q4 2019.
  • Funds reported $750M of Dillards stock for Q1 2020, down 53% quarter-over-quarter.
  • 15 funds opened new Dillards positions in Q1 2020 and 46 closed out, a net change of -31 holders.
  • The largest Dillards buyer in Q1 2020 was Charles Schwab, an estimated $13M added.
  • The largest Dillards seller in Q1 2020 was Contrarius Investment Management, an estimated $42.7M sold.

Based on aggregated 13F filings for Q1 2020.