Green Dot
GDOT
212 hedge funds and large institutions have $2.35B invested in Green Dot in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 61 reducing their positions, and 38 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 61
1.24% more ownership
Funds ownership: 90.94% → 92.17% (+1.2%)
4% more capital invested
Capital invested by funds: $2.25B → $2.35B (+$100M)
7% less funds holding
Funds holding: 228 → 212 (-16)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
42% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 38
45% less call options, than puts
Call options by funds: $30.2M | Put options by funds: $54.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$60.9M |
| 2 |
BC
Brahman Capital
New York
|
+$20.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.9M |
| 4 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
+$15.1M |
| 5 |
CC
Clearline Capital
New York
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$27.6M |
| 3 |
Millennium Management
New York
|
-$13.9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$13.7M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.5M |
GDOT Hedge Fund Activity: Q2 2021 in Review
212 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q2 2021, worth a combined $2.35B — up 4.5% from $2.25B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of GDOT and 22 opened new positions — a net loss of 16 holders — while 61 trimmed existing stakes and 88 added.
The largest buyer was UBS Group, adding an estimated $60.9M. The largest seller was Fidelity Investments, cutting an estimated $32.9M.
- 212 institutional investors held Green Dot (GDOT) as of Q2 2021, down from 228 in Q1 2021.
- Funds reported $2.35B of Green Dot stock for Q2 2021, up 4.5% quarter-over-quarter.
- 22 funds opened new Green Dot positions in Q2 2021 and 38 closed out, a net change of -16 holders.
- The largest Green Dot buyer in Q2 2021 was UBS Group, an estimated $60.9M added.
- The largest Green Dot seller in Q2 2021 was Fidelity Investments, an estimated $32.9M sold.
Based on aggregated 13F filings for Q2 2021.