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FDO

FAMILY DOLLAR STORES
FDO

Delisted

FDO was delisted on the 6th of July, 2015.

373 hedge funds and large institutions have $7.18B invested in FAMILY DOLLAR STORES in 2014 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

115% more call options, than puts

Call options by funds: $602M | Put options by funds: $280M

20% more capital invested

Capital invested by funds: $5.97B → $7.18B (+$1.22B)

10% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 51

2% less funds holding

Funds holding: 381373 (-8)

40% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 162

Holders
373
Holders Change
-8
Holders Change %
-2.1%
% of All Funds
10.72%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
46
Increased
98
Reduced
162
Closed
51
Calls
$602M
Puts
$280M
Net Calls
+$322M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
326
Virtus Fund Advisers
Connecticut
$63K +$57.8K +959 New
BFEC
327
Benjamin F. Edwards & Company
Missouri
$53K -$99.2K -1,645 -67%
GIS
328
Guardian Investor Services
New York
$48K -$2.35K -39 -5%
WTC
329
WhitTier Trust Company
Nevada
$45K -$12.1K -200 -23%
EWM
330
Evercore Wealth Management
New York
$45K +$25.3K +419 +160%
FNBT
331
FineMark National Bank & Trust
Florida
$40K
LNB
332
Ledyard National Bank
$40K
GLI
333
Guardian Life Insurance
New York
$36K
AAM
334
Advisors Asset Management
Colorado
$33K
Envestnet Asset Management
335
Envestnet Asset Management
Illinois
$29K -$97.5K -1,617 -78%
MA
336
MUFG Americas
New York
$27K
MCM
337
Manchester Capital Management
Vermont
$27K +$844 +14 +4%
SEC
338
Seven Eight Capital
New York
$26K +$23.9K +396 New
NFG
339
Next Financial Group
Texas
$25K +$19.4K +322 New
LBG
340
Lloyds Banking Group
United Kingdom
$24K -$989K -16,404 -98%
FHA
341
First Horizon Advisors
Tennessee
$23K +$18.3K +304 New
SAMC
342
Shinko Asset Management Company
Japan
$22K -$10.2K -169 -34%
W
343
Wealthfront
California
$21K +$15.6K +259 +418%
TAM
344
Tocqueville Asset Management
New York
$20K
FAM
345
Fred Alger Management
New York
$19K
CAW
346
Cornerstone Advisors (Washington)
Washington
$18K +$1.69K +28 +12%
MAM
347
Mizuho Asset Management
Japan
$17K
OIA
348
Optimum Investment Advisors
Illinois
$13K
ATC
349
Adirondack Trust Company
New York
$12K
PSI
350
Pinnacle Summer Investments
Virginia
$12K

FDO Hedge Fund Activity: Q2 2014 in Review

373 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in FAMILY DOLLAR STORES (FDO) for Q2 2014, worth a combined $7.18B — up 20% from $5.97B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of FDO and 46 opened new positions — a net loss of 5 holders — while 162 trimmed existing stakes and 98 added.

The largest buyer was UBS, adding an estimated $369M. The largest seller was Goldman Sachs, cutting an estimated $78M.

  • 373 institutional investors held FAMILY DOLLAR STORES (FDO) as of Q2 2014, down from 381 in Q1 2014.
  • Funds reported $7.18B of FAMILY DOLLAR STORES stock for Q2 2014, up 20% quarter-over-quarter.
  • 46 funds opened new FAMILY DOLLAR STORES positions in Q2 2014 and 51 closed out, a net change of -5 holders.
  • The largest FAMILY DOLLAR STORES buyer in Q2 2014 was UBS, an estimated $369M added.
  • The largest FAMILY DOLLAR STORES seller in Q2 2014 was Goldman Sachs, an estimated $78M sold.

Based on aggregated 13F filings for Q2 2014.