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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
MCIM
151
Meadow Creek Investment Management
Georgia
$66K +$65.9K +2,816 New
FCM
152
Flinton Capital Management
Pennsylvania
$48K +$47.9K +2,048 New
Group One Trading
153
Group One Trading
Illinois
$45K -$2.34K -100 -5%
Creative Planning
154
Creative Planning
Kansas
$45K -$1.29K -55 -3%
WTC
155
WhitTier Trust Company
Nevada
$42K – – –
NIT
156
NumerixS Investment Technologies
British Columbia, Canada
$38K -$31K -1,324 -45%
LIA
157
LS Investment Advisors
Michigan
$37K – – –
DADC
158
D.A. Davidson & Co
Montana
$36K – – –
VCM
159
Versant Capital Management
Arizona
$35K +$187 +8 +0.5%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$32K – – –
WT
161
Whittier Trust
California
$25K – – –
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$22K +$1.43K +61 +7%
AG
163
Advisor Group
Arizona
$19K -$2.62K -112 -12%
SWA
164
Sutton Wealth Advisors
Florida
$18.7K – – –
DIA
165
Davidson Investment Advisors
Montana
$17K – – –
EF
166
Empirical Finance
Pennsylvania
$14K +$13K +555 New
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$13K +$12.1K +515 +1,256%
TRCT
168
Tower Research Capital (TRC)
New York
$13K +$12.9K +550 New
CGT
169
Capital Guardian Trust
California
$12K +$11.8K +505 New
IUHSA
170
Itau Unibanco Holding S.A.
Brazil
$9K +$1.17K +50 +16%
SEI Investments
171
SEI Investments
Pennsylvania
$8K – – –
MFS
172
MSI Financial Services
Massachusetts
$7K – – –
HR
173
Howe & Rusling
New York
$6K -$5.29K -226 -47%
US Bancorp
174
US Bancorp
Minnesota
$4K – – –
EFSCE
175
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
4 5 6
7
8

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.