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Dana Inc
DAN

267 hedge funds and large institutions have $2.57B invested in Dana Inc in 2019 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 96 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

29% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 38

27% more capital invested

Capital invested by funds: $2.01B → $2.57B (+$553M)

2% more funds holding

Funds holding: 263 → 267 (+4)

1.14% more ownership

Funds ownership: 96.84% → 97.98% (+1.1%)

13% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 96

34% less call options, than puts

Call options by funds: $6.71M | Put options by funds: $10.2M

Holders
267
Holders Change
+4
Holders Change %
+1.52%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
49
Increased
84
Reduced
96
Closed
38
Calls
$6.71M
Puts
$10.2M
Net Calls
-$3.47M
Net Calls Change
+$48K

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$23.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$17.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.3M
4
Millennium Management
Millennium Management
New York
+$16.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$13M

Top Sellers

Rank Fund Capital Flow
1
WCM
Wedge Capital Management
North Carolina
-$16.9M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$16M
3
TG
TCW Group
California
-$11.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.73M
5
JP Morgan Chase
JP Morgan Chase
New York
-$8.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
251
Private Capital Group
Connecticut
$3K – – –
GAM
252
Gemmer Asset Management
California
$3K +$2.72K +163 New
AP
253
Americana Partners
Texas
$3K +$2.82K +169 New
APA
254
American Portfolios Advisors
New York
$2.24K – – –
S
255
SignatureFD
Georgia
$2K -$3.97K -238 -71%
LWA
256
Lenox Wealth Advisors
New York
$2K – – –
QCG
257
Quadrant Capital Group
Ohio
$2K – – –
SCA
258
Stonebridge Capital Advisors
Minnesota
$2K – – –
SF
259
Synovus Financial
Georgia
$2K +$1.4K +84 New
EI
260
Ellevest Inc
New York
$2K +$1.6K +96 New
BAM
261
Bellevue Asset Management
Washington
$2K +$1.67K +100 New
FWM
262
FSA Wealth Management
Massachusetts
$2K +$1.67K +100 New
EW
263
Evoke Wealth
California
$1.39K +$17 +1 +1%
ADL
264
Asset Dedication LLC
California
$1K +$1.08K +65 New
KFS
265
Kelly Financial Services
Massachusetts
$819 – – –
D.E. Shaw & Co
266
D.E. Shaw & Co
New York
– -$4.32M -259,033 Closed
OAM
267
Oxford Asset Management
United Kingdom
– -$2.73M -189,236 Closed
Point72 Asset Management
268
Point72 Asset Management
Connecticut
– -$2.19M -151,800 Closed
Barrow, Hanley, Mewhinney & Strauss
269
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$1.74M -120,658 Closed
WMSA
270
Weiss Multi-Strategy Advisers
New York
– -$1.16M -80,000 Closed
BPM
271
Bowling Portfolio Management
Ohio
– -$1.14M -79,204 Closed
FG
272
Formula Growth
Quebec, Canada
– -$986K -68,274 Closed
QT
273
Quantbot Technologies
New York
– -$889K -61,598 Closed
EGM
274
Engineers Gate Manager
New York
– -$870K -60,217 Closed
AIM
275
Atlantic Investment Management
New York
– -$809K -56,000 Closed
9 10
11
12 13

DAN Hedge Fund Activity: Q4 2019 in Review

267 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Dana Inc (DAN) for Q4 2019, worth a combined $2.57B — up 27% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new DAN positions and 38 closed out — a net gain of 11 holders — while 84 added to existing stakes and 96 trimmed.

The largest buyer was Pzena Investment Management, opening a new position worth an estimated $23.9M. The largest seller was Wedge Capital Management, cutting an estimated $16.9M.

  • 267 institutional investors held Dana Inc (DAN) as of Q4 2019, up from 263 in Q3 2019.
  • Funds reported $2.57B of Dana Inc stock for Q4 2019, up 27% quarter-over-quarter.
  • 49 funds opened new Dana Inc positions in Q4 2019 and 38 closed out, a net change of +11 holders.
  • The largest Dana Inc buyer in Q4 2019 was Pzena Investment Management, an estimated $23.9M added.
  • The largest Dana Inc seller in Q4 2019 was Wedge Capital Management, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2019.