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Daktronics

147 hedge funds and large institutions have $195M invested in Daktronics in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

7% more funds holding

Funds holding: 137147 (+10)

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 58.77%58.71% (-0.06%)

6% less capital invested

Capital invested by funds: $206M → $195M (-$11.4M)

76% less call options, than puts

Call options by funds: $76K | Put options by funds: $319K

Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
44
Reduced
42
Closed
14
Calls
$76K
Puts
$319K
Net Calls
-$243K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$42.2M +$930K +119,542 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23M +$499K +64,173 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.1M +$636K +81,794 +3%
CVA
4
Ceredex Value Advisors
Florida
$10M -$262K -33,684 -2%
FBT
5
First Bank & Trust
South Dakota
$7.97M +$1.17M +149,871 +16%
State Street
6
State Street
Massachusetts
$7.47M +$73.8K +9,484 +0.9%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.21M +$138K +17,800 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$5.06M -$263K -33,765 -5%
Northern Trust
9
Northern Trust
Illinois
$3.51M -$187K -23,992 -5%
MIP
10
Mondrian Investment Partners
United Kingdom
$3.2M +$12.1K +1,557 +0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.12M +$173K +22,302 +6%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$3.08M -$357K -45,929 -10%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$2.79M -$419K -53,923 -13%
Ameriprise
14
Ameriprise
Minnesota
$2.69M +$156K +20,055 +6%
LSC
15
Lesa Sroufe & Co
Washington
$2.65M -$42.1K -5,410 -1%
Principal Financial Group
16
Principal Financial Group
Iowa
$2.37M +$28.6K +3,680 +1%
Morgan Stanley
17
Morgan Stanley
New York
$2.25M +$953K +122,565 +68%
Invesco
18
Invesco
Georgia
$1.88M -$643K -82,713 -25%
NSIM
19
North Star Investment Management
Illinois
$1.83M
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.76M -$12.4K -1,600 -0.7%
SDIC
21
South Dakota Investment Council
South Dakota
$1.56M -$690K -88,700 -30%
Charles Schwab
22
Charles Schwab
California
$1.52M -$23.2K -2,980 -1%
Goldman Sachs
23
Goldman Sachs
New York
$1.37M +$322K +41,363 +29%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.36M -$244K -31,414 -15%
AIM
25
Alambic Investment Management
California
$1.26M +$1.32M +170,186 New

DAKT Hedge Fund Activity: Q4 2018 in Review

147 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Daktronics (DAKT) for Q4 2018, worth a combined $195M — down 5.5% from $206M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DAKT positions and 14 closed out — a net gain of 10 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Alambic Investment Management, opening a new position worth an estimated $1.32M. The largest seller was Royce & Associates, cutting an estimated $1.75M.

  • 147 institutional investors held Daktronics (DAKT) as of Q4 2018, up from 137 in Q3 2018.
  • Funds reported $195M of Daktronics stock for Q4 2018, down 5.5% quarter-over-quarter.
  • 24 funds opened new Daktronics positions in Q4 2018 and 14 closed out, a net change of +10 holders.
  • The largest Daktronics buyer in Q4 2018 was Alambic Investment Management, an estimated $1.32M added.
  • The largest Daktronics seller in Q4 2018 was Royce & Associates, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2018.