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Green Dot
GDOT

157 hedge funds and large institutions have $577M invested in Green Dot in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $1.35M

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4% more funds holding

Funds holding: 151 → 157 (+6)

0.1% more ownership

Funds ownership: 78.25% → 78.35% (+0.1%)

17% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 58

21% less capital invested

Capital invested by funds: $735M → $577M (-$158M)

Holders
157
Holders Change
+6
Holders Change %
+3.97%
% of All Funds
4.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
28
Increased
48
Reduced
58
Closed
21
Calls
$2.31M
Puts
$1.35M
Net Calls
+$956K
Net Calls Change
-$10.5M

Top Buyers

1
CI
Cambiar Investors
Colorado
+$35.1M
2
Ameriprise
Ameriprise
Minnesota
+$17.2M
3
TSW
Thompson Siegel & Walmsley
Virginia
+$12.4M
4
ICM
IronBridge Capital Management
Illinois
+$9.87M
5
USAA
United Services Automobile Association
Texas
+$8.52M

Top Sellers

1
SM
SCFF Management
California
-$15.5M
2
CIP
Chartwell Investment Partners
Pennsylvania
-$14.9M
3
Renaissance Technologies
Renaissance Technologies
New York
-$13.1M
4
Deutsche Bank
Deutsche Bank
Germany
-$10.1M
5
OCG
Opus Capital Group
Ohio
-$8.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$6K – – –
PMFA
152
Plante Moran Financial Advisors
Michigan
$3K – – –
NES
153
New England Securities
New York
$2K – – –
AWM
154
Avior Wealth Management
Nebraska
$2K +$2.21K +100 New
S
155
SignatureFD
Georgia
$1K – – –
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$390 +$376 +17 +0.1%
CIP
157
Chartwell Investment Partners
Pennsylvania
– -$14.9M -590,955 Closed
CC
158
Crosslink Capital
California
– -$8.36M -332,339 Closed
T. Rowe Price Associates
159
T. Rowe Price Associates
Maryland
– -$3.37M -134,164 Closed
NCCM
160
Nine Chapters Capital Management
New Jersey
– -$1.5M -59,500 Closed
MAM
161
Mark Asset Management
New York
– -$1.44M -57,398 Closed
PP
162
PDT Partners
New York
– -$1.31M -52,247 Closed
PSC
163
Piper Sandler & Co
Minnesota
– -$641K -25,500 Closed
PG
164
PEAK6 Group
Illinois
– -$510K -23,055 Closed
GIA
165
Gargoyle Investment Advisor
New Jersey
– -$569K -22,618 Closed
SCM
166
Symons Capital Management
Pennsylvania
– -$568K -22,590 Closed
PA
167
Profund Advisors
Maryland
– -$264K -10,489 Closed
ID
168
Integral Derivatives
New York
– -$254K -10,100 Closed
CAM
169
Capstone Asset Management
Texas
– -$243K -9,647 Closed
GCP
170
GSA Capital Partners
United Kingdom
– -$224K -8,892 Closed
GI
171
GAMCO Investors
Connecticut
– -$201K -8,000 Closed
Walleye Trading
172
Walleye Trading
New York
– -$44.9K -2,031 Closed
KBC Group
173
KBC Group
Belgium
– -$41K -1,621 Closed
HF
174
Hoxton Financial
West Virginia
– -$19K -759 Closed
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
– -$8.27K -329 Closed
4 5 6
7
8

GDOT Hedge Fund Activity: Q1 2014 in Review

157 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q1 2014, worth a combined $577M — down 21% from $735M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new GDOT positions and 21 closed out — a net gain of 7 holders — while 48 added to existing stakes and 58 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $35.1M. The largest seller was SCFF Management, cutting an estimated $15.5M.

  • 157 institutional investors held Green Dot (GDOT) as of Q1 2014, up from 151 in Q4 2013.
  • Funds reported $577M of Green Dot stock for Q1 2014, down 21% quarter-over-quarter.
  • 28 funds opened new Green Dot positions in Q1 2014 and 21 closed out, a net change of +7 holders.
  • The largest Green Dot buyer in Q1 2014 was Cambiar Investors, an estimated $35.1M added.
  • The largest Green Dot seller in Q1 2014 was SCFF Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2014.