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Green Dot

211 hedge funds and large institutions have $1.83B invested in Green Dot in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 61

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

2% more funds holding

Funds holding: 206211 (+5)

0.38% less ownership

Funds ownership: 92.63%92.24% (-0.38%)

28% less capital invested

Capital invested by funds: $2.55B → $1.83B (-$720M)

59% less call options, than puts

Call options by funds: $9.38M | Put options by funds: $22.9M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
76
Reduced
61
Closed
34
Calls
$9.38M
Puts
$22.9M
Net Calls
-$13.6M
Net Calls Change
-$6.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$49K +$36.4K +890 +133%
AAM
177
Advisors Asset Management
Colorado
$41K -$490 -12 -1%
S
178
SignatureFD
Georgia
$38K
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$36K -$5.92K -145 -13%
CCA
180
Column Capital Advisors
Indiana
$36K
Fidelity Investments
181
Fidelity Investments
Massachusetts
$35K -$858 -21 -2%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$11K +$12.5K +307 New
PFBT
183
Parkside Financial Bank & Trust
Missouri
$10K +$5.47K +134 +91%
EWA
184
EverSource Wealth Advisors
Alabama
$9K +$11.1K +271 New
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$8K +$776 +19 +10%
STCOSD
186
Sageworth Trust Company of South Dakota
South Dakota
$8K +$8.86K +217 New
HR
187
Howe & Rusling
New York
$7K +$4.08K +100 +103%
CG
188
Cutler Group
California
$7K +$8.01K +196 New
ZB
189
Zions Bancorporation
Utah
$6K
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$6K +$6.33K +155 New
RK
191
Rather & Kittrell
Tennessee
$5K +$6.05K +148 New
ME
192
McIlrath & Eck
Washington
$4K
MAM
193
Meeder Asset Management
Ohio
$4K +$858 +21 +22%
TWA
194
TCI Wealth Advisors
Arizona
$3K -$4.7K -115 -62%
AWM
195
Avior Wealth Management
Nebraska
$3K
ST
196
Sageworth Trust
Pennsylvania
$2K -$9.11K -223 -77%
IA
197
IFP Advisors
Florida
$2K
QCG
198
Quadrant Capital Group
Ohio
$2K
CFGS
199
Concourse Financial Group Securities
Alabama
$1K
NSIM
200
North Star Investment Management
Illinois
$1K

GDOT Hedge Fund Activity: Q4 2021 in Review

211 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q4 2021, worth a combined $1.83B — down 28% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new GDOT positions and 34 closed out — a net gain of 8 holders — while 76 added to existing stakes and 61 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $35.5M. The largest seller was Wellington Management Group, exiting entirely with an estimated $115M sold.

  • 211 institutional investors held Green Dot (GDOT) as of Q4 2021, up from 206 in Q3 2021.
  • Funds reported $1.83B of Green Dot stock for Q4 2021, down 28% quarter-over-quarter.
  • 42 funds opened new Green Dot positions in Q4 2021 and 34 closed out, a net change of +8 holders.
  • The largest Green Dot buyer in Q4 2021 was JP Morgan Chase, an estimated $35.5M added.
  • The largest Green Dot seller in Q4 2021 was Wellington Management Group, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2021.