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Dana Inc

264 hedge funds and large institutions have $2.05B invested in Dana Inc in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 106 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.87M

6% more capital invested

Capital invested by funds: $1.93B → $2.05B (+$121M)

0.17% more ownership

Funds ownership: 94.97%95.14% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

1% less funds holding

Funds holding: 268264 (-4)

18% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 106

Holders
264
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
87
Reduced
106
Closed
32
Calls
$2.37M
Puts
$1.87M
Net Calls
+$502K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$13K +$1.46K +89 +12%
PG
227
Proffitt & Goodson
Tennessee
$11.2K +$2.13K +130 +21%
PA
228
Parallel Advisors
California
$11K -$2.78K -170 -19%
LC
229
Lindbrook Capital
California
$9.26K +$1.75K +107 +21%
TWA
230
TCI Wealth Advisors
Arizona
$9.2K +$4.68K +286 +88%
MA
231
MCF Advisors
Kentucky
$8.1K +$49 +3 +0.6%
PK
232
Pflug Koory
Nebraska
$7.98K
CCA
233
Column Capital Advisors
Indiana
$7.53K
AIP
234
Ahrens Investment Partners
Louisiana
$7.53K +$8.18K +500 New
SSB
235
Sandy Spring Bank
Maryland
$7.53K +$8.18K +500 New
ASN
236
Advisory Services Network
Georgia
$6.23K
Barrow, Hanley, Mewhinney & Strauss
237
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.9K +$1.86K +114 +41%
AAS
238
Ameritas Advisory Services
Nebraska
$5.58K +$6.07K +371 New
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$5.25K +$573 +35 +11%
MFT
240
Moisand Fitzgerald Tamayo
Florida
$3.91K
BWA
241
BDO Wealth Advisors
Florida
$3.76K -$311 -19 -7%
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$3.42K +$3.71K +227 New
PA
243
PSI Advisors
Florida
$3.11K +$16 +1 +0.5%
IA
244
IFP Advisors
Florida
$2.63K -$17.1K -1,047 -90%
HNB
245
Huntington National Bank
Ohio
$2.26K
RFG
246
RFP Financial Group
Georgia
$2.11K
GI
247
Gradient Investments
Minnesota
$1.73K +$245 +15 +15%
PWMG
248
Prestige Wealth Management Group
New Jersey
$1.08K +$1.18K +72 New
JWA
249
JFS Wealth Advisors
Pennsylvania
$1.07K -$475 -29 -29%
BTI
250
Blue Trust Inc
Georgia
$1K +$213 +13 +50%

DAN Hedge Fund Activity: Q1 2023 in Review

264 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dana Inc (DAN) for Q1 2023, worth a combined $2.05B — up 6.3% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of DAN and 30 opened new positions — a net loss of 2 holders — while 106 trimmed existing stakes and 87 added.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $19.3M. The largest seller was Morgan Stanley, cutting an estimated $25.4M.

  • 264 institutional investors held Dana Inc (DAN) as of Q1 2023, down from 268 in Q4 2022.
  • Funds reported $2.05B of Dana Inc stock for Q1 2023, up 6.3% quarter-over-quarter.
  • 30 funds opened new Dana Inc positions in Q1 2023 and 32 closed out, a net change of -2 holders.
  • The largest Dana Inc buyer in Q1 2023 was Jacobs Levy Equity Management, an estimated $19.3M added.
  • The largest Dana Inc seller in Q1 2023 was Morgan Stanley, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2023.