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FDO

FAMILY DOLLAR STORES
FDO

Delisted

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

384 hedge funds and large institutions have $9.64B invested in FAMILY DOLLAR STORES in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 126 increasing their positions, 141 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $414M | Put options by funds: $244M

51% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 41

47% more capital invested

Capital invested by funds: $6.56B → $9.64B (+$3.08B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 365384 (+19)

11% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 141

Holders
384
Holders Change
+19
Holders Change %
+5.21%
% of All Funds
12.45%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
62
Increased
126
Reduced
141
Closed
41
Calls
$414M
Puts
$244M
Net Calls
+$170M
Net Calls Change
+$93M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.05B
PC
2
Paulson & Co
New York
$811M +$269M +3,822,000 +51%
TFM
3
Trian Fund Management
New York
$602M
Vanguard Group
4
Vanguard Group
Pennsylvania
$528M +$13M +185,190 +3%
Harris Associates
5
Harris Associates
Illinois
$454M +$42.2M +601,341 +11%
State Street
6
State Street
Massachusetts
$443M -$15.3M -218,433 -3%
Franklin Resources
7
Franklin Resources
California
$391M -$13.6M -193,500 -3%
Bank of America
8
Bank of America
North Carolina
$367M -$4.21M -59,932 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$264M -$23.6M -336,118 -8%
BIT
10
BlackRock Institutional Trust
California
$185M +$520K +7,395 +0.3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$181M +$5.4M +76,817 +3%
SCP
12
Soroban Capital Partners
New York
$165M +$106M +1,505,368 +192%
HCM
13
Highfields Capital Management
Massachusetts
$133M -$90.1M -1,282,000 -41%
EPCM
14
Eton Park Capital Management
New York
$120M +$117M +1,671,900 New
Neuberger Berman Group
15
Neuberger Berman Group
New York
$105M -$18M -255,511 -15%
Morgan Stanley
16
Morgan Stanley
New York
$103M -$44.4M -632,394 -31%
Citadel Advisors
17
Citadel Advisors
Florida
$102M +$69.8M +992,819 +238%
MCM
18
Munder Capital Management
Michigan
$98.2M +$528K +7,517 +0.6%
FMI
19
Fiduciary Management Inc
Wisconsin
$97M +$1.29M +18,295 +1%
Northern Trust
20
Northern Trust
Illinois
$93M -$2.64M -37,551 -3%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$92M -$103M -1,464,909 -53%
BFA
22
BlackRock Fund Advisors
California
$90.6M -$4.52M -64,266 -5%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$90.3M +$575K +8,190 +0.7%
GCM
24
Glenview Capital Management
New York
$83.6M +$81.6M +1,161,269 New
Norges Bank
25
Norges Bank
Norway
$63M

FDO Hedge Fund Activity: Q3 2013 in Review

384 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in FAMILY DOLLAR STORES (FDO) for Q3 2013, worth a combined $9.64B — up 47% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new FDO positions and 41 closed out — a net gain of 21 holders — while 126 added to existing stakes and 141 trimmed.

The largest buyer was Paulson & Co, adding an estimated $269M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 384 institutional investors held FAMILY DOLLAR STORES (FDO) as of Q3 2013, up from 365 in Q2 2013.
  • Funds reported $9.64B of FAMILY DOLLAR STORES stock for Q3 2013, up 47% quarter-over-quarter.
  • 62 funds opened new FAMILY DOLLAR STORES positions in Q3 2013 and 41 closed out, a net change of +21 holders.
  • The largest FAMILY DOLLAR STORES buyer in Q3 2013 was Paulson & Co, an estimated $269M added.
  • The largest FAMILY DOLLAR STORES seller in Q3 2013 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2013.