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Green Dot

281 hedge funds and large institutions have $3.71B invested in Green Dot in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 92 increasing their positions, 98 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

22% more call options, than puts

Call options by funds: $5.76M | Put options by funds: $4.74M

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

1% more funds holding

Funds holding: 277281 (+4)

0.63% more ownership

Funds ownership: 87.97%88.6% (+0.63%)

6% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 98

10% less capital invested

Capital invested by funds: $4.1B → $3.71B (-$392M)

Holders
281
Holders Change
+4
Holders Change %
+1.44%
% of All Funds
6.26%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
46
Increased
92
Reduced
98
Closed
41
Calls
$5.76M
Puts
$4.74M
Net Calls
+$1.03M
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
226
Qtron Investments
Massachusetts
$238K +$236K +2,993 New
II
227
Ibex Investors
Colorado
$235K +$233K +2,948 New
Squarepoint
228
Squarepoint
New York
$229K -$2.32M -29,372 -91%
AAM
229
Advisors Asset Management
Colorado
$228K +$226K +2,862 New
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$210K +$27.1K +343 +15%
LIA
231
LS Investment Advisors
Michigan
$194K +$3.4K +43 +2%
FQ
232
First Quadrant
California
$175K +$111K +1,402 +176%
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$111K -$20.7K -262 -16%
JIR
234
James Investment Research
Ohio
$109K
AIC
235
Ameritas Investment Company
Nebraska
$99K +$98.6K +1,248 New
MOACM
236
Mutual of America Capital Management
New York
$93K +$21.8K +276 +31%
WT
237
Whittier Trust
California
$84K
S
238
SignatureFD
Georgia
$83K
AG
239
Advisor Group
Arizona
$79K -$6.16K -78 -7%
IIM
240
Ipswich Investment Management
Massachusetts
$70K +$69.1K +875 New
SWA
241
Sutton Wealth Advisors
Florida
$63K
VCM
242
Versant Capital Management
Arizona
$59K -$3.71K -47 -6%
CBT
243
Capital Bank & Trust
California
$48K
MAM
244
Meeder Asset Management
Ohio
$43K +$5.69K +72 +15%
PRC
245
Pearl River Capital
Michigan
$40K +$39.5K +500 New
LFA
246
Legacy Financial Advisors
Kentucky
$29K +$29.2K +370 New
AIL
247
AGF Investments LLC
Ontario, Canada
$27K +$26.4K +334 New
ER
248
Enlightenment Research
Florida
$24K +$23.7K +300 New
PFBT
249
Parkside Financial Bank & Trust
Missouri
$23K +$9.48K +120 +71%
WAM
250
Wealthspire Advisors (Maryland)
Maryland
$20K +$9.16K +116 +83%

GDOT Hedge Fund Activity: Q4 2018 in Review

281 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q4 2018, worth a combined $3.71B — down 9.6% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new GDOT positions and 41 closed out — a net gain of 5 holders — while 92 added to existing stakes and 98 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $65.2M. The largest seller was Deutsche Bank, cutting an estimated $79M.

  • 281 institutional investors held Green Dot (GDOT) as of Q4 2018, up from 277 in Q3 2018.
  • Funds reported $3.71B of Green Dot stock for Q4 2018, down 9.6% quarter-over-quarter.
  • 46 funds opened new Green Dot positions in Q4 2018 and 41 closed out, a net change of +5 holders.
  • The largest Green Dot buyer in Q4 2018 was Capital World Investors, an estimated $65.2M added.
  • The largest Green Dot seller in Q4 2018 was Deutsche Bank, an estimated $79M sold.

Based on aggregated 13F filings for Q4 2018.