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Dillards

133 hedge funds and large institutions have $598M invested in Dillards in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $476M → $598M (+$122M)

6% less funds holding

Funds holding: 141133 (-8)

6.34% less ownership

Funds ownership: 95.99%89.65% (-6.3%)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

37% less call options, than puts

Call options by funds: $28.7M | Put options by funds: $45.6M

50% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 56

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
28
Reduced
56
Closed
31
Calls
$28.7M
Puts
$45.6M
Net Calls
-$16.9M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Newport Trust Company
1
Newport Trust Company
District of Columbia
$271M +$1.73M +61,505 +0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$51.1M -$1.56M -55,620 -4%
LSV Asset Management
3
LSV Asset Management
Illinois
$35.5M -$945K -33,632 -3%
BlackRock
4
BlackRock
New York
$26.4M -$124K -4,402 -0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.3M -$2.59M -92,321 -14%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$15.2M -$404K -14,394 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$12.8M +$197K +7,012 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$12.2M -$400K -14,240 -4%
CIM
9
Contrarius Investment Management
Jersey
$11.6M +$717K +25,519 +9%
Charles Schwab
10
Charles Schwab
California
$11.5M +$486K +17,300 +6%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$9.24M -$2.09M -74,526 -23%
Goldman Sachs
12
Goldman Sachs
New York
$7.96M +$855K +30,447 +16%
PPA
13
Parametric Portfolio Associates
Washington
$7.93M +$1.7M +60,695 +39%
GC
14
Greenlight Capital
New York
$7.3M +$5.62M +200,000 New
State Street
15
State Street
Massachusetts
$6.86M -$558K -19,858 -10%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$4.89M +$2.75M +97,820 +271%
Northern Trust
17
Northern Trust
Illinois
$4.6M -$224K -7,969 -6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$4.41M -$32.6K -1,161 -1%
AAMU
19
Amundi Asset Management US
Massachusetts
$4.34M +$122K +4,330 +4%
BCM
20
Bridgeway Capital Management
Texas
$3.61M
Bank of America
21
Bank of America
North Carolina
$3.49M -$1.8M -64,088 -40%
JGC
22
J. Goldman & Co
New York
$3.15M -$9.41M -334,977 -79%
SC
23
Sculptor Capital
New York
$3.08M +$778K +27,700 +49%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$2.96M -$538K -19,157 -19%
Prudential Financial
25
Prudential Financial
New Jersey
$2.8M -$40.7K -1,450 -2%

DDS Hedge Fund Activity: Q3 2020 in Review

133 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q3 2020, worth a combined $598M — up 26% from $476M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of DDS and 23 opened new positions — a net loss of 8 holders — while 56 trimmed existing stakes and 28 added.

The largest buyer was Greenlight Capital, opening a new position worth an estimated $5.62M. The largest seller was AQR Capital Management, cutting an estimated $10.4M.

  • 133 institutional investors held Dillards (DDS) as of Q3 2020, down from 141 in Q2 2020.
  • Funds reported $598M of Dillards stock for Q3 2020, up 26% quarter-over-quarter.
  • 23 funds opened new Dillards positions in Q3 2020 and 31 closed out, a net change of -8 holders.
  • The largest Dillards buyer in Q3 2020 was Greenlight Capital, an estimated $5.62M added.
  • The largest Dillards seller in Q3 2020 was AQR Capital Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2020.