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Dillards

180 hedge funds and large institutions have $2.04B invested in Dillards in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

22% more call options, than puts

Call options by funds: $95.9M | Put options by funds: $78.7M

15% more funds holding

Funds holding: 156180 (+24)

0.55% more ownership

Funds ownership: 70.7%71.25% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less capital invested

Capital invested by funds: $2.19B → $2.04B (-$144M)

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
180
Holders Change
+24
Holders Change %
+15.38%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
46
Increased
44
Reduced
68
Closed
21
Calls
$95.9M
Puts
$78.7M
Net Calls
+$17.3M
Net Calls Change
-$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Newport Trust Company
1
Newport Trust Company
District of Columbia
$992M -$56.7M -298,044 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$227M +$1.99M +10,455 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$99.5M -$26.2M -137,854 -19%
BlackRock
4
BlackRock
New York
$70.3M -$10.7M -56,123 -12%
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$31.1M -$8.17M -42,948 -19%
State Street
6
State Street
Massachusetts
$29.4M -$7.28M -38,282 -18%
Charles Schwab
7
Charles Schwab
California
$29.2M -$17.9M -94,194 -36%
MWNA
8
Marshall Wace North America
New York
$28.1M +$21.4M +112,328 +222%
Goldman Sachs
9
Goldman Sachs
New York
$21.7M +$13.5M +70,710 +128%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$20.8M +$23M +120,843 New
Allianz Asset Management
11
Allianz Asset Management
Germany
$20.8M +$23M +120,813 New
JP Morgan Chase
12
JP Morgan Chase
New York
$18.4M -$1M -5,261 -5%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$18.2M +$18.9M +99,125 +1,585%
Marshall Wace
14
Marshall Wace
United Kingdom
$17M +$4.15M +21,828 +29%
Invesco
15
Invesco
Georgia
$16.8M -$3.63M -19,091 -16%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$16.6M -$4.5M -23,633 -20%
BCM
17
Bridgeway Capital Management
Texas
$15.4M
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$14.5M +$11.7M +61,322 +272%
Northern Trust
19
Northern Trust
Illinois
$13.4M -$1.91M -10,052 -11%
N
20
Nuveen
North Carolina
$13.4M -$5.06M -26,568 -28%
Lazard Asset Management
21
Lazard Asset Management
New York
$11.8M +$13M +68,489 New
Jane Street
22
Jane Street
New York
$11.6M +$10.3M +54,365 +428%
PPA
23
Parametric Portfolio Associates
Washington
$11.4M -$32.8M -172,156 -72%
Wolverine Trading
24
Wolverine Trading
Illinois
$11.1M -$22.1K -116 -0.2%
Morgan Stanley
25
Morgan Stanley
New York
$10.4M -$3.38M -17,769 -23%

DDS Hedge Fund Activity: Q3 2021 in Review

180 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q3 2021, worth a combined $2.04B — down 6.6% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DDS positions and 21 closed out — a net gain of 25 holders — while 44 added to existing stakes and 68 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $23M. The largest seller was Newport Trust Company, cutting an estimated $56.7M.

  • 180 institutional investors held Dillards (DDS) as of Q3 2021, up from 156 in Q2 2021.
  • Funds reported $2.04B of Dillards stock for Q3 2021, down 6.6% quarter-over-quarter.
  • 46 funds opened new Dillards positions in Q3 2021 and 21 closed out, a net change of +25 holders.
  • The largest Dillards buyer in Q3 2021 was Alyeska Investment Group, an estimated $23M added.
  • The largest Dillards seller in Q3 2021 was Newport Trust Company, an estimated $56.7M sold.

Based on aggregated 13F filings for Q3 2021.