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Green Dot
GDOT

183 hedge funds and large institutions have $917M invested in Green Dot in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

26% more call options, than puts

Call options by funds: $942K | Put options by funds: $746K

24% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 54

8% more funds holding

Funds holding: 169 → 183 (+14)

4% more capital invested

Capital invested by funds: $884M → $917M (+$33M)

1.99% less ownership

Funds ownership: 79.55% → 77.57% (-2%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
183
Holders Change
+14
Holders Change %
+8.28%
% of All Funds
4.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
29
Increased
67
Reduced
54
Closed
12
Calls
$942K
Puts
$746K
Net Calls
+$196K
Net Calls Change
+$1.02M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$10.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.33M
3
LCP
Lombardia Capital Partners
California
+$5.28M
4
Invesco
Invesco
Georgia
+$4.85M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.68M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$17.3M
2
PWAM
Park West Asset Management
California
-$8.66M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$7.09M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.25M
5
Bank of America
Bank of America
North Carolina
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
76
KBC Group
Belgium
$1.3M +$277K +11,850 +27%
Federated Hermes
77
Federated Hermes
Pennsylvania
$1.3M +$930K +39,752 +257%
First Trust Advisors
78
First Trust Advisors
Illinois
$1.29M +$294K +12,582 +30%
HLA
79
Hamilton Lane Advisors
Pennsylvania
$1.21M -$1.92M -81,851 -61%
PCR
80
Potrero Capital Research
California
$1.2M – – –
Comerica Bank
81
Comerica Bank
Texas
$1.19M +$88.1K +3,766 +9%
Nordea Investment Management
82
Nordea Investment Management
Sweden
$1.18M – – –
Barrow, Hanley, Mewhinney & Strauss
83
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.17M +$1.16M +49,789 New
NFA
84
Nationwide Fund Advisors
Ohio
$1.1M -$48.8K -2,086 -4%
SAM
85
Symphony Asset Management
California
$1.09M -$116K -4,943 -10%
HSA
86
Hussman Strategic Advisors
Maryland
$1.01M +$1.01M +43,000 New
CIA
87
Capital Impact Advisors
Massachusetts
$991K – – –
DI
88
Diligent Investors
California
$967K -$23.4K -1,000 -2%
PCM
89
Penserra Capital Management
California
$963K +$801K +34,216 +512%
PI
90
PineBridge Investments
New York
$933K +$800K +34,203 +628%
IMOV
91
Investment Management of Virginia
Virginia
$896K -$40.8K -1,742 -4%
SF
92
Synovus Financial
Georgia
$853K – – –
TC
93
TFS Capital
Pennsylvania
$836K +$830K +35,494 New
AQR Capital Management
94
AQR Capital Management
Connecticut
$824K +$1.45K +62 +0.2%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$813K – – –
FA
96
Friess Associates
Delaware
$777K +$772K +33,000 New
PP
97
PDT Partners
New York
$775K +$770K +32,900 New
TPSF
98
Texas Permanent School Fund
Texas
$759K -$10.1K -432 -1%
UBS Group
99
UBS Group
Switzerland
$757K +$244K +10,436 +48%
AIG
100
American International Group
New York
$742K -$5.97K -255 -0.8%
2 3
4
5 6

GDOT Hedge Fund Activity: Q4 2016 in Review

183 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q4 2016, worth a combined $917M — up 3.7% from $884M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GDOT positions and 12 closed out — a net gain of 17 holders — while 67 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $10.6M. The largest seller was Wellington Management Group, cutting an estimated $17.3M.

  • 183 institutional investors held Green Dot (GDOT) as of Q4 2016, up from 169 in Q3 2016.
  • Funds reported $917M of Green Dot stock for Q4 2016, up 3.7% quarter-over-quarter.
  • 29 funds opened new Green Dot positions in Q4 2016 and 12 closed out, a net change of +17 holders.
  • The largest Green Dot buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $10.6M added.
  • The largest Green Dot seller in Q4 2016 was Wellington Management Group, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2016.