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FDO

FAMILY DOLLAR STORES
FDO

Delisted

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

345 hedge funds and large institutions have $8.14B invested in FAMILY DOLLAR STORES in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 115 increasing their positions, 122 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $8.08B → $8.14B (+$67.1M)

6% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 122

4% less funds holding

Funds holding: 358345 (-13)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

65% less call options, than puts

Call options by funds: $8.94M | Put options by funds: $25.4M

Holders
345
Holders Change
-13
Holders Change %
-3.63%
% of All Funds
9.3%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
1.08%
New
23
Increased
115
Reduced
122
Closed
33
Calls
$8.94M
Puts
$25.4M
Net Calls
-$16.5M
Net Calls Change
+$25.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$78M -$4.01M -50,867 -5%
Norges Bank
27
Norges Bank
Norway
$77.8M +$5.06M +64,206 +7%
CC
28
Coastland Capital
California
$77.3M +$24.6M +311,903 +47%
Goldman Sachs
29
Goldman Sachs
New York
$76.8M +$13.2M +167,707 +21%
H
30
Hexavest
Quebec, Canada
$74.4M +$48.5M +615,507 +187%
PSAMP
31
P. Schoenfeld Asset Management (PSAM)
New York
$70.5M -$9.29M -117,919 -12%
CI
32
Cowen Inc
New York
$67.8M +$68.6M +870,757 New
N
33
Natixis
France
$67.1M +$67.1M +851,643 New
Northern Trust
34
Northern Trust
Illinois
$64M -$25.5M -323,120 -28%
CC
35
Carlson Capital
Texas
$63.2M +$394K +5,000 +0.6%
BG
36
BlackRock Group
United Kingdom
$62.5M -$1.04M -13,220 -2%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$62.3M +$3.25M +41,262 +5%
Credit Agricole
38
Credit Agricole
France
$59.6M +$50.7M +642,866 +565%
GP
39
GLG Partners
United Kingdom
$55M +$6.86M +87,049 +14%
Barclays
40
Barclays
United Kingdom
$50.3M -$37.3M -473,244 -42%
DCM
41
Driehaus Capital Management
Illinois
$50M +$44.1M +560,000 +747%
BPGAM
42
BTG Pactual Global Asset Management
Bermuda
$46.8M
OAM
43
Oxford Asset Management
United Kingdom
$45.2M -$19.8M -251,000 -30%
AL
44
Airain Ltd
Guernsey
$44.6M +$4.69M +59,523 +12%
SG Americas Securities
45
SG Americas Securities
New York
$38.6M +$26.1M +330,919 +209%
GCIA
46
Gabelli & Co Investment Advisers
New York
$36.6M +$9.08M +115,200 +33%
KPF
47
K2 Principal Fund
Ontario, Canada
$36.5M +$31.2M +396,231 +596%
Legal & General Group
48
Legal & General Group
United Kingdom
$34.9M -$906K -11,493 -3%
CS
49
Credit Suisse
Switzerland
$31.3M +$9.75M +123,751 +45%
GACM
50
Green Arrow Capital Management
New York
$31.1M

FDO Hedge Fund Activity: Q2 2015 in Review

345 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in FAMILY DOLLAR STORES (FDO) for Q2 2015, worth a combined $8.14B — up 0.83% from $8.08B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FDO and 23 opened new positions — a net loss of 10 holders — while 122 trimmed existing stakes and 115 added.

The largest buyer was UBS O'Connor, opening a new position worth an estimated $203M. The largest seller was Water Island Capital, exiting entirely with an estimated $174M sold.

  • 345 institutional investors held FAMILY DOLLAR STORES (FDO) as of Q2 2015, down from 358 in Q1 2015.
  • Funds reported $8.14B of FAMILY DOLLAR STORES stock for Q2 2015, up 0.83% quarter-over-quarter.
  • 23 funds opened new FAMILY DOLLAR STORES positions in Q2 2015 and 33 closed out, a net change of -10 holders.
  • The largest FAMILY DOLLAR STORES buyer in Q2 2015 was UBS O'Connor, an estimated $203M added.
  • The largest FAMILY DOLLAR STORES seller in Q2 2015 was Water Island Capital, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2015.