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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
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$3K +$3.32K +142 New
APSP
177
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K – – –
AWM
178
Avior Wealth Management
Nebraska
$2K – – –
TWA
179
TCI Wealth Advisors
Arizona
$2K – – –
IA
180
IFP Advisors
Florida
$1K – – –
QCG
181
Quadrant Capital Group
Ohio
$1K – – –
PFBT
182
Parkside Financial Bank & Trust
Missouri
$1K +$655 +28 New
Arrowstreet Capital
183
Arrowstreet Capital
Massachusetts
– -$6.25M -270,805 Closed
HHC
184
Hutchin Hill Capital
New York
– -$2.31M -100,000 Closed
GC
185
Guggenheim Capital
Illinois
– -$831K -36,044 Closed
AAM
186
Aberdeen Asset Management
United Kingdom
– -$654K -28,368 Closed
Axa
187
Axa
France
– -$387K -16,800 Closed
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$345K -14,946 Closed
Tudor Investment Corp
189
Tudor Investment Corp
Connecticut
– -$274K -11,886 Closed
Schroder Investment Management Group
190
Schroder Investment Management Group
United Kingdom
– -$39K -1,700 Closed
IR
191
Invictus RG
Bermuda
– -$35K -1,524 Closed
MCM
192
McKinley Capital Management
Alaska
– -$26K -1,120 Closed
CG
193
Cutler Group
California
– -$20.2K -864 Closed
Loomis, Sayles & Company
194
Loomis, Sayles & Company
Massachusetts
– -$4K -177 Closed
PHK
195
Point72 Hong Kong
Hong Kong
– +$211 +9 New
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.