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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
SGH
401
Schonfeld Group Holdings
New York
-$707K -12,185 Closed
MAM
402
Martingale Asset Management
Massachusetts
-$696K -11,988 Closed
VHAM
403
Van Hulzen Asset Management
California
-$671K -11,566 Closed
LPL Financial
404
LPL Financial
California
-$640K -11,026 Closed
CG
405
Clinton Group
New York
-$629K -10,850 Closed
BF
406
BOK Financial
Oklahoma
-$545K -9,401 Closed
ARTA
407
A.R.T. Advisors
New York
-$528K -9,119 Closed
TAM
408
Telluride Asset Management
Minnesota
-$477K -8,218 Closed
SYBT
409
Stock Yards Bank & Trust
Kentucky
-$437K -7,527 Closed
LP
410
LMR Partners
United Kingdom
-$418K -7,200 Closed
Verition Fund Management
411
Verition Fund Management
Connecticut
-$326K -5,621 Closed
RCM
412
Reynolds Capital Management
Nevada
-$249K -4,300 Closed
FIM
413
Fruth Investment Management
Texas
-$225K -4,000 Closed
CA
414
Cetera Advisors
Colorado
-$219K -3,775 Closed
IG
415
ING Group
Netherlands
-$206K -3,558 Closed
DAL
416
David A. Lorber
-$122K -2,101 Closed
QBFM
417
QS Batterymarch Financial Management
New York
-$92K -1,573 Closed
AR
418
Advisory Research
Illinois
-$61K -1,048 Closed
WTB
419
Washington Trust Bank
Washington
-$49K -850 Closed
PCM
420
Prelude Capital Management
New York
-$21.1K -350 Closed
PTC
421
Private Trust Company
Ohio
-$13K -230 Closed
FFC
422
First Financial Corp
Indiana
-$12K -200 Closed
ST
423
Smithfield Trust
Pennsylvania
-$11K -193 Closed
Winslow Capital Management
424
Winslow Capital Management
Minnesota
-$2K -38 Closed
DADC
425
D.A. Davidson & Co
Montana
-$2.11K -35 -83%

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.