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Green Dot
GDOT

277 hedge funds and large institutions have $4.1B invested in Green Dot in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 107 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

48% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $7.18M

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

25% more capital invested

Capital invested by funds: $3.29B → $4.1B (+$815M)

4% more funds holding

Funds holding: 267 → 277 (+10)

1.45% more ownership

Funds ownership: 86.53% → 87.97% (+1.4%)

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 107

Holders
277
Holders Change
+10
Holders Change %
+3.75%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
32
Increased
100
Reduced
107
Closed
20
Calls
$10.6M
Puts
$7.18M
Net Calls
+$3.46M
Net Calls Change
+$7.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$53.2M
2
BlackRock
BlackRock
New York
+$42.8M
3
AAMU
AEGON Asset Management (UK)
United Kingdom
+$34.8M
4
WRF
Waddell & Reed Financial
Kansas
+$24M
5
Deutsche Bank
Deutsche Bank
Germany
+$22.4M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$26.2M
2
BA
Boston Advisors
Massachusetts
-$20.8M
3
WG
Winton Group
United Kingdom
-$18.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$18.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIMCH
226
Hartford Investment Management Co (HIMCO)
Connecticut
$220K -$184K -2,213 -47%
LIA
227
LS Investment Advisors
Michigan
$213K -$29.3K -353 -13%
BCM
228
Bayesian Capital Management
New York
$207K -$528K -6,348 -73%
GC
229
Globeflex Capital
California
$206K – – –
WAM
230
World Asset Management
Michigan
$205K +$192K +2,307 New
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$203K +$3.58K +43 +2%
NIT
232
NumerixS Investment Technologies
British Columbia, Canada
$176K -$125K -1,500 -43%
HFM
233
Harvest Fund Management
China
$165K +$154K +1,856 New
TRCT
234
Tower Research Capital (TRC)
New York
$161K +$151K +1,812 New
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$146K +$74.7K +899 +118%
CPH
236
C Partners Holding
Switzerland
$132K -$181K -2,172 -59%
WTC
237
WhitTier Trust Company
Nevada
$124K – – –
JIR
238
James Investment Research
Ohio
$122K – – –
AG
239
Advisor Group
Arizona
$96K +$14.1K +169 +19%
WT
240
Whittier Trust
California
$94K – – –
S
241
SignatureFD
Georgia
$93K – – –
APP
242
Avantax Planning Partners
Iowa
$88K +$82.6K +994 New
MOACM
243
Mutual of America Capital Management
New York
$80K +$60.4K +727 +423%
VCM
244
Versant Capital Management
Arizona
$71K -$37.2K -447 -36%
FQ
245
First Quadrant
California
$71K +$66.1K +795 New
SWA
246
Sutton Wealth Advisors
Florida
$70.3K – – –
CBT
247
Capital Bank & Trust
California
$54K – – –
Citigroup
248
Citigroup
New York
$48K -$188K -2,261 -81%
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48K +$44.9K +540 New
MAM
250
Meeder Asset Management
Ohio
$42K -$5.4K -65 -12%
8 9
10
11 12

GDOT Hedge Fund Activity: Q3 2018 in Review

277 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q3 2018, worth a combined $4.1B — up 25% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GDOT positions and 20 closed out — a net gain of 12 holders — while 100 added to existing stakes and 107 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $53.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $26.2M.

  • 277 institutional investors held Green Dot (GDOT) as of Q3 2018, up from 267 in Q2 2018.
  • Funds reported $4.1B of Green Dot stock for Q3 2018, up 25% quarter-over-quarter.
  • 32 funds opened new Green Dot positions in Q3 2018 and 20 closed out, a net change of +12 holders.
  • The largest Green Dot buyer in Q3 2018 was Victory Capital Management, an estimated $53.2M added.
  • The largest Green Dot seller in Q3 2018 was Dimensional Fund Advisors, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2018.