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Green Dot
GDOT

169 hedge funds and large institutions have $884M invested in Green Dot in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

4.58% more ownership

Funds ownership: 74.97% → 79.55% (+4.6%)

2% more capital invested

Capital invested by funds: $868M → $884M (+$15.5M)

0% more funds holding

Funds holding: 169 → 169 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

62% less call options, than puts

Call options by funds: $497K | Put options by funds: $1.32M

Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
4.51%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
18
Increased
58
Reduced
60
Closed
18
Calls
$497K
Puts
$1.32M
Net Calls
-$825K
Net Calls Change
-$6.58M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$7.63M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.23M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$5.34M
4
BFA
BlackRock Fund Advisors
California
+$5.13M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.77M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$13.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.15M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.56M
4
EA
Emerald Acquisition
Washington
-$3.38M
5
SCM
Snow Capital Management
Pennsylvania
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$20K +$2.18K +93 +12%
CG
152
Cutler Group
California
$19K -$281 -12 -1%
SWA
153
Sutton Wealth Advisors
Florida
$18.3K – – –
DIA
154
Davidson Investment Advisors
Montana
$17K – – –
HR
155
Howe & Rusling
New York
$11K – – –
TCIM
156
TIAA CREF Investment Management
New York
$8.78K -$70.1K -2,993 -0.8%
MFS
157
MSI Financial Services
Massachusetts
$7K – – –
SEI Investments
158
SEI Investments
Pennsylvania
$7K – – –
IUHSA
159
Itau Unibanco Holding S.A.
Brazil
$7K +$7.5K +320 New
Loomis, Sayles & Company
160
Loomis, Sayles & Company
Massachusetts
$4K – – –
US Bancorp
161
US Bancorp
Minnesota
$4K – – –
EFSCE
162
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
APSP
163
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K – – –
AWM
164
Avior Wealth Management
Nebraska
$2K – – –
TWA
165
TCI Wealth Advisors
Arizona
$2K – – –
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$1K – – –
IA
167
IFP Advisors
Florida
$1K – – –
QCG
168
Quadrant Capital Group
Ohio
$1K – – –
VOYA Investment Management
169
VOYA Investment Management
Georgia
$446 – – –
Fiera Capital (Canada)
170
Fiera Capital (Canada)
Quebec, Canada
– -$13.8M -598,934 Closed
DCM
171
Dialectic Capital Management
Connecticut
– -$2.08M -90,479 Closed
AL
172
AJO LP
Pennsylvania
– -$1.66M -72,131 Closed
Parallax Volatility Advisers
173
Parallax Volatility Advisers
California
– -$1.26M -55,037 Closed
AL
174
Airain Ltd
Guernsey
– -$432K -18,804 Closed
PAM
175
Princeton Alpha Management
New Jersey
– -$419K -18,234 Closed
4 5 6
7
8

GDOT Hedge Fund Activity: Q3 2016 in Review

169 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q3 2016, worth a combined $884M — up 1.8% from $868M a quarter earlier.

Fund positioning in GDOT was balanced in Q3 2016: 18 funds opened new positions, 18 closed out, 58 added to existing stakes and 60 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $7.63M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $13.8M sold.

  • 169 institutional investors held Green Dot (GDOT) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $884M of Green Dot stock for Q3 2016, up 1.8% quarter-over-quarter.
  • 18 funds opened new Green Dot positions in Q3 2016 and 18 closed out, a net change of 0 holders.
  • The largest Green Dot buyer in Q3 2016 was Renaissance Technologies, an estimated $7.63M added.
  • The largest Green Dot seller in Q3 2016 was Fiera Capital (Canada), an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2016.