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Dillards

141 hedge funds and large institutions have $476M invested in Dillards in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

1% less funds holding

Funds holding: 143141 (-2)

2.32% less ownership

Funds ownership: 98.31%95.99% (-2.3%)

18% less call options, than puts

Call options by funds: $19.4M | Put options by funds: $23.8M

35% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 52

37% less capital invested

Capital invested by funds: $750M → $476M (-$274M)

Holders
141
Holders Change
-2
Holders Change %
-1.4%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
34
Reduced
52
Closed
38
Calls
$19.4M
Puts
$23.8M
Net Calls
-$4.37M
Net Calls Change
+$8.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Newport Trust Company
1
Newport Trust Company
District of Columbia
$190M +$4.51M +159,352 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.5M -$2.25M -79,469 -5%
LSV Asset Management
3
LSV Asset Management
Illinois
$26M -$1.64M -58,150 -5%
BlackRock
4
BlackRock
New York
$18.8M -$13.8M -488,834 -40%
Vanguard Group
5
Vanguard Group
Pennsylvania
$17.4M -$8.29M -293,216 -30%
JGC
6
J. Goldman & Co
New York
$10.9M +$11.9M +421,355 New
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$10.7M -$238K -8,433 -2%
AQR Capital Management
8
AQR Capital Management
Connecticut
$9.71M -$10.3M -364,980 -49%
JP Morgan Chase
9
JP Morgan Chase
New York
$9.64M +$4.97M +175,643 +89%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.95M -$2.02M -71,607 -17%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$8.45M +$9.26M +327,628 New
Charles Schwab
12
Charles Schwab
California
$7.7M -$719K -25,422 -8%
CIM
13
Contrarius Investment Management
Jersey
$7.56M -$3.81M -134,674 -31%
Norges Bank
14
Norges Bank
Norway
$6.8M -$535K -18,915 -7%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.76M +$5.76M +203,724 +1,035%
State Street
16
State Street
Massachusetts
$5.37M -$5.51M -194,852 -48%
Millennium Management
17
Millennium Management
New York
$5.27M +$5.78M +204,342 New
Goldman Sachs
18
Goldman Sachs
New York
$4.83M -$4.77M -168,861 -47%
Jane Street
19
Jane Street
New York
$4.51M +$4.68M +165,527 +1,800%
Bank of America
20
Bank of America
North Carolina
$4.12M -$25.8K -911 -0.6%
PPA
21
Parametric Portfolio Associates
Washington
$4.03M -$1.45M -51,245 -25%
Northern Trust
22
Northern Trust
Illinois
$3.46M -$1.45M -51,351 -28%
Morgan Stanley
23
Morgan Stanley
New York
$3.35M +$984K +34,808 +37%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.14M -$602K -21,293 -15%
SG Americas Securities
25
SG Americas Securities
New York
$3.13M +$1.28M +45,261 +59%

DDS Hedge Fund Activity: Q2 2020 in Review

141 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q2 2020, worth a combined $476M — down 37% from $750M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of DDS and 36 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 34 added.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $11.9M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $70.5M sold.

  • 141 institutional investors held Dillards (DDS) as of Q2 2020, down from 143 in Q1 2020.
  • Funds reported $476M of Dillards stock for Q2 2020, down 37% quarter-over-quarter.
  • 36 funds opened new Dillards positions in Q2 2020 and 38 closed out, a net change of -2 holders.
  • The largest Dillards buyer in Q2 2020 was J. Goldman & Co, an estimated $11.9M added.
  • The largest Dillards seller in Q2 2020 was Southeastern Asset Management, an estimated $70.5M sold.

Based on aggregated 13F filings for Q2 2020.