FAMILY DOLLAR STORES
FDO
FDO was delisted on the 6th of July, 2015.
381 hedge funds and large institutions have $5.97B invested in FAMILY DOLLAR STORES in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 154 reducing their positions, and 53 closing their positions.
46% more call options, than puts
Call options by funds: $627M | Put options by funds: $429M
6% less funds holding
Funds holding: 404 → 381 (-23)
12% less capital invested
Capital invested by funds: $6.8B → $5.97B (-$838M)
19% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 154
28% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 53
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$94.6M |
| 2 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
+$74.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$60M |
| 4 |
GCM
Glenview Capital Management
New York
|
+$57.4M |
| 5 |
Two Sigma Investments
New York
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Paulson & Co
New York
|
-$208M |
| 2 |
EPCM
Eton Park Capital Management
New York
|
-$150M |
| 3 |
SCP
Soroban Capital Partners
New York
|
-$93.9M |
| 4 |
JP Morgan Chase
New York
|
-$37.9M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
426
Waverly Advisors
Birmingham,
Alabama
| – | -$3K | -53 | Closed |
|
|
EWM
427
Elite Wealth Management
Kirkland,
Washington
| – | -$3K | -52 | Closed |
|
|
LWA
428
Lenox Wealth Advisors
New York
| – | -$3K | -45 | Closed |
|
429
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -41 | Closed |
|
|
AF
430
Arrow Financial
Glens Falls,
New York
| – | -$3K | -40 | Closed |
|
|
PFG
431
Piershale Financial Group
Barrington,
Illinois
| – | -$2K | -25 | Closed |
|
|
EFSCE
432
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -13 | Closed |
|
|
FWM
433
Focused Wealth Management
Newburgh,
New York
| – | -$1K | -8 | Closed |
|
|
WF
434
WealthTrust Fairport
Cleveland,
Ohio
| – | +$505 | +8 | New |
|
FDO Hedge Fund Activity: Q1 2014 in Review
381 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in FAMILY DOLLAR STORES (FDO) for Q1 2014, worth a combined $5.97B — down 12% from $6.8B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of FDO and 38 opened new positions — a net loss of 15 holders — while 154 trimmed existing stakes and 125 added.
The largest buyer was Goldman Sachs, adding an estimated $94.6M. The largest seller was Paulson & Co, cutting an estimated $208M.
- 381 institutional investors held FAMILY DOLLAR STORES (FDO) as of Q1 2014, down from 404 in Q4 2013.
- Funds reported $5.97B of FAMILY DOLLAR STORES stock for Q1 2014, down 12% quarter-over-quarter.
- 38 funds opened new FAMILY DOLLAR STORES positions in Q1 2014 and 53 closed out, a net change of -15 holders.
- The largest FAMILY DOLLAR STORES buyer in Q1 2014 was Goldman Sachs, an estimated $94.6M added.
- The largest FAMILY DOLLAR STORES seller in Q1 2014 was Paulson & Co, an estimated $208M sold.
Based on aggregated 13F filings for Q1 2014.