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Green Dot
GDOT

Overview Fund Activity

199 hedge funds and large institutions have $457M invested in Green Dot in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-7
Holders Change %
-3.4%
% of All Funds
2.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
70
Reduced
72
Closed
30
Calls
$613K
Puts
$544K
Net Calls
+$69K
Net Calls Change
-$1.9M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$12.1M
2
DIA
2
Dana Investment Advisors
Wisconsin
$9.66M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$16.5M
4
KLC
4
Kent Lake Capital
Nevada
$7.46M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$7.09M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.9M
5
DCM
5
Divisar Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$4.23K -$1.12K -120 -21%
GWSG
177
GPS Wealth Strategies Group
Colorado
$3.27K – – –
Bessemer Group
178
Bessemer Group
New Jersey
$3K +$3K +315 New
PFBT
179
Parkside Financial Bank & Trust
Missouri
$2.53K – – –
BFS
180
Burkett Financial Services
South Carolina
$2.46K – – –
Barrow, Hanley, Mewhinney & Strauss
181
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.66K – – –
RTL
182
Red Tortoise LLC
Georgia
$1.63K +$1.63K +175 New
W
183
WealthCollab
Washington
$1.31K – – –
ME
184
McIlrath & Eck
Washington
$1.03K – – –
AWM
185
Avior Wealth Management
Nebraska
$1.02K +$84 +9 +9%
EWA
186
EverSource Wealth Advisors
Alabama
$998 -$289 -33 -22%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$998 +$998 +107 New
PWMG
188
Private Wealth Management Group
New Jersey
$924 -$336 -36 -27%
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$737 – – –
MSG
190
Main Street Group
Virginia
$701 – – –
AF
191
Allworth Financial
California
$691 -$308 -33 -31%
IA
192
IFP Advisors
Florida
$588 – – –
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$467 – – –
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$392 – – –
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$261 +$261 +28 New
ECM
196
Everence Capital Management
Indiana
$237 – – –
NSIM
197
North Star Investment Management
Illinois
$205 – – –
QCG
198
Quadrant Capital Group
Ohio
$178 +$178 +19 New
FFA
199
Farther Finance Advisors
California
$155 -$574 -63 -79%
T. Rowe Price Investment Management
200
T. Rowe Price Investment Management
Maryland
– -$39.2M -3,957,203 Closed
6 7
8
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