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Green Dot

177 hedge funds and large institutions have $501M invested in Green Dot in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $415M → $501M (+$85.1M)

3.07% less ownership

Funds ownership: 82.65%79.58% (-3.1%)

9% less funds holding

Funds holding: 194177 (-17)

12% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 69

53% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 32

66% less call options, than puts

Call options by funds: $287K | Put options by funds: $836K

Holders
177
Holders Change
-17
Holders Change %
-8.76%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
61
Reduced
69
Closed
32
Calls
$287K
Puts
$836K
Net Calls
-$549K
Net Calls Change
-$762K
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
151
Capital Performance Advisors
California
$8.22K +$7.34K +702 New
SAM
152
Smartleaf Asset Management
Massachusetts
$7.61K -$1.19K -114 -15%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$7.13K +$481 +46 +8%
YDMI
154
Y.D. More Investments
Israel
$6.46K -$2.05K -196 -22%
GWSG
155
GPS Wealth Strategies Group
Colorado
$4.1K
BFS
156
Burkett Financial Services
South Carolina
$3.09K
SCM
157
Sterling Capital Management
North Carolina
$2.18K +$1.94K +186 New
Barrow, Hanley, Mewhinney & Strauss
158
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.08K
RTL
159
Red Tortoise LLC
Georgia
$2.05K
EWA
160
EverSource Wealth Advisors
Alabama
$1.33K
ME
161
McIlrath & Eck
Washington
$1.29K
AF
162
Allworth Financial
California
$1.22K +$314 +30 +41%
AWM
163
Avior Wealth Management
Nebraska
$1.17K
RIL
164
Rothschild Investment LLC
Illinois
$1.05K +$470 +45 +100%
C
165
Covestor
United Kingdom
$1K -$7.7K -737 -86%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$925
IA
167
IFP Advisors
Florida
$738
QL
168
Quarry LP
New York
$597 -$34.7K -3,319 -98%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$586
MSG
170
Main Street Group
Virginia
$586
FMII
171
Farmers & Merchants Investments Inc
Nebraska
$492
W
172
WealthCollab
Washington
$469 -$1.04K -100 -71%
FFA
173
Farther Finance Advisors
California
$468 +$157 +15 +60%
PFBT
174
Parkside Financial Bank & Trust
Missouri
$305 -$105 -10 -28%
NSIM
175
North Star Investment Management
Illinois
$258

GDOT Hedge Fund Activity: Q3 2024 in Review

177 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q3 2024, worth a combined $501M — up 20% from $415M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of GDOT and 15 opened new positions — a net loss of 17 holders — while 69 trimmed existing stakes and 61 added.

The largest buyer was Goldman Sachs, adding an estimated $7.83M. The largest seller was SG Capital Management, exiting entirely with an estimated $4.12M sold.

  • 177 institutional investors held Green Dot (GDOT) as of Q3 2024, down from 194 in Q2 2024.
  • Funds reported $501M of Green Dot stock for Q3 2024, up 20% quarter-over-quarter.
  • 15 funds opened new Green Dot positions in Q3 2024 and 32 closed out, a net change of -17 holders.
  • The largest Green Dot buyer in Q3 2024 was Goldman Sachs, an estimated $7.83M added.
  • The largest Green Dot seller in Q3 2024 was SG Capital Management, an estimated $4.12M sold.

Based on aggregated 13F filings for Q3 2024.