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Dillards

215 hedge funds and large institutions have $2.27B invested in Dillards in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.81% more ownership

Funds ownership: 71.67%75.48% (+3.8%)

6% more call options, than puts

Call options by funds: $63.4M | Put options by funds: $60M

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

4% less funds holding

Funds holding: 224215 (-9)

24% less capital invested

Capital invested by funds: $2.97B → $2.27B (-$705M)

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
215
Holders Change
-9
Holders Change %
-4.02%
% of All Funds
3.62%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
35
Increased
66
Reduced
91
Closed
38
Calls
$63.4M
Puts
$60M
Net Calls
+$3.41M
Net Calls Change
+$8.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Newport Trust Company
1
Newport Trust Company
District of Columbia
$1.17B -$57.5M -199,210 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$242M -$29M -100,438 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$94.1M -$19.3M -66,842 -14%
BlackRock
4
BlackRock
New York
$81.4M -$14.8M -51,349 -12%
CWM
5
ClientFirst Wealth Management
Arkansas
$35.5M -$31.1M -107,703 -40%
Jacobs Levy Equity Management
6
Jacobs Levy Equity Management
New Jersey
$31.3M +$8.6M +29,788 +27%
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$29.1M -$7.33M -25,402 -16%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$25.4M +$11.8M +40,800 +55%
State Street
9
State Street
Massachusetts
$24.9M -$3.15M -10,919 -9%
Morgan Stanley
10
Morgan Stanley
New York
$22.9M +$23.3M +80,680 +350%
WCM
11
Wedge Capital Management
North Carolina
$20M +$26.1M +90,500 New
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$19.5M +$928K +3,216 +4%
Marshall Wace
13
Marshall Wace
United Kingdom
$18.6M -$38.8M -134,396 -61%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$17.2M -$2.13M -7,370 -9%
Charles Schwab
15
Charles Schwab
California
$16.4M -$3.88M -13,428 -15%
Allianz Asset Management
16
Allianz Asset Management
Germany
$14.6M +$67.3K +233 +0.4%
Man Group
17
Man Group
United Kingdom
$14.5M -$30.5M -105,562 Closed
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$13.7M +$8.41M +29,134 +88%
Renaissance Technologies
19
Renaissance Technologies
New York
$13.4M +$2.28M +7,900 +15%
BCM
20
Bridgeway Capital Management
Texas
$13.3M -$2.74M -9,500 -14%
HCP
21
Hexagon Capital Partners
Arkansas
$13.1M +$289 +1 +0%
Northern Trust
22
Northern Trust
Illinois
$12.7M -$2.49M -8,636 -13%
CIM
23
Cambria Investment Management
California
$12.2M +$1.72M +5,970 +12%
DZ Bank
24
DZ Bank
Germany
$11.7M +$2.31M +8,000 +18%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$11.6M -$696K -2,410 -4%

DDS Hedge Fund Activity: Q2 2022 in Review

215 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dillards (DDS) for Q2 2022, worth a combined $2.27B — down 24% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of DDS and 35 opened new positions — a net loss of 3 holders — while 91 trimmed existing stakes and 66 added.

The largest buyer was Wedge Capital Management, opening a new position worth an estimated $26.1M. The largest seller was Newport Trust Company, cutting an estimated $57.5M.

  • 215 institutional investors held Dillards (DDS) as of Q2 2022, down from 224 in Q1 2022.
  • Funds reported $2.27B of Dillards stock for Q2 2022, down 24% quarter-over-quarter.
  • 35 funds opened new Dillards positions in Q2 2022 and 38 closed out, a net change of -3 holders.
  • The largest Dillards buyer in Q2 2022 was Wedge Capital Management, an estimated $26.1M added.
  • The largest Dillards seller in Q2 2022 was Newport Trust Company, an estimated $57.5M sold.

Based on aggregated 13F filings for Q2 2022.