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Dine Brands

181 hedge funds and large institutions have $1.96B invested in Dine Brands in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

22% more capital invested

Capital invested by funds: $1.61B → $1.96B (+$347M)

11% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $12.2M

4% more funds holding

Funds holding: 174181 (+7)

0.29% more ownership

Funds ownership: 99.28%99.57% (+0.29%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

34% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 73

Holders
181
Holders Change
+7
Holders Change %
+4.02%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
38
Increased
48
Reduced
73
Closed
27
Calls
$13.5M
Puts
$12.2M
Net Calls
+$1.32M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
JSP
1
Jackson Square Partners
California
$248M -$30.9M -334,598 -12%
MC
2
MSD Capital
New York
$179M -$18.5M -200,000 -10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$174M +$155M +1,672,707 +46,464%
Macquarie Group
4
Macquarie Group
Australia
$170M -$13.9M -149,939 -8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$116M +$3.74M +40,442 +4%
BFA
6
BlackRock Fund Advisors
California
$95.2M +$6.22M +67,348 +8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$73.6M +$3.7M +40,095 +6%
BIT
8
BlackRock Institutional Trust
California
$46.2M -$1.89M -20,462 -4%
Goldman Sachs
9
Goldman Sachs
New York
$41.5M +$35.1M +380,403 +1,902%
State Street
10
State Street
Massachusetts
$36.6M +$347K +3,761 +1%
Morgan Stanley
11
Morgan Stanley
New York
$31.3M -$6.66M -72,032 -19%
Millennium Management
12
Millennium Management
New York
$29.9M -$207K -2,235 -0.8%
Northern Trust
13
Northern Trust
Illinois
$29.5M -$1.55M -16,807 -6%
SAM
14
Scopus Asset Management
New York
$26.6M -$6.33M -68,500 -21%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$24M +$10.8M +117,100 +103%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.6M -$1.56M -16,910 -7%
EAM
17
EverPoint Asset Management
Connecticut
$23.4M +$6.06M +65,600 +41%
Renaissance Technologies
18
Renaissance Technologies
New York
$19.1M +$7.98M +86,400 +88%
GAM
19
Gotham Asset Management
New York
$18.7M -$1.4M -15,101 -8%
TA
20
Teachers Advisors
New York
$18.3M +$2M +21,604 +14%
Norges Bank
21
Norges Bank
Norway
$18M
Prudential Financial
22
Prudential Financial
New Jersey
$16.5M -$271K -2,930 -2%
Wells Fargo
23
Wells Fargo
California
$15.9M -$8.64M -93,519 -38%
NC
24
Nicholas Company
Wisconsin
$15.7M -$1.87M -20,255 -12%
AP
25
Alydar Partners
Massachusetts
$15.2M +$13.6M +147,000 New

DIN Hedge Fund Activity: Q4 2014 in Review

181 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Dine Brands (DIN) for Q4 2014, worth a combined $1.96B — up 22% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DIN positions and 27 closed out — a net gain of 11 holders — while 48 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $155M. The largest seller was AllianceBernstein, cutting an estimated $66.7M.

  • 181 institutional investors held Dine Brands (DIN) as of Q4 2014, up from 174 in Q3 2014.
  • Funds reported $1.96B of Dine Brands stock for Q4 2014, up 22% quarter-over-quarter.
  • 38 funds opened new Dine Brands positions in Q4 2014 and 27 closed out, a net change of +11 holders.
  • The largest Dine Brands buyer in Q4 2014 was Fidelity Investments, an estimated $155M added.
  • The largest Dine Brands seller in Q4 2014 was AllianceBernstein, an estimated $66.7M sold.

Based on aggregated 13F filings for Q4 2014.