Green Dot
GDOT
140 hedge funds and large institutions have $667M invested in Green Dot in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 16 closing their positions.
122% more call options, than puts
Call options by funds: $4.8M | Put options by funds: $2.16M
69% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 16
22% more capital invested
Capital invested by funds: $546M → $667M (+$121M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more funds holding
Funds holding: 132 → 140 (+8)
6% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 47
7.55% less ownership
Funds ownership: 84.9% → 77.35% (-7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$11.6M |
| 2 |
Morgan Stanley
New York
|
+$4.32M |
| 3 |
Goldman Sachs
New York
|
+$3.31M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.12M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.8M |
| 2 |
VM
Valinor Management
New York
|
-$17.3M |
| 3 |
WT
Wellcome Trust
London,
United Kingdom
|
-$8.98M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$7.98M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$7.61M |
GDOT Hedge Fund Activity: Q3 2013 in Review
140 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q3 2013, worth a combined $667M — up 22% from $546M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new GDOT positions and 16 closed out — a net gain of 11 holders — while 44 added to existing stakes and 47 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $11.6M. The largest seller was Fidelity Investments, cutting an estimated $20.8M.
- 140 institutional investors held Green Dot (GDOT) as of Q3 2013, up from 132 in Q2 2013.
- Funds reported $667M of Green Dot stock for Q3 2013, up 22% quarter-over-quarter.
- 27 funds opened new Green Dot positions in Q3 2013 and 16 closed out, a net change of +11 holders.
- The largest Green Dot buyer in Q3 2013 was JP Morgan Chase, an estimated $11.6M added.
- The largest Green Dot seller in Q3 2013 was Fidelity Investments, an estimated $20.8M sold.
Based on aggregated 13F filings for Q3 2013.