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Dana Inc

273 hedge funds and large institutions have $3.15B invested in Dana Inc in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 100 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $4.11M | Put options by funds: $1.65M

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 267273 (+6)

1.59% more ownership

Funds ownership: 94.3%95.9% (+1.6%)

3% more capital invested

Capital invested by funds: $3.05B → $3.15B (+$102M)

13% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 100

Holders
273
Holders Change
+6
Holders Change %
+2.25%
% of All Funds
4.2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
41
Increased
87
Reduced
100
Closed
33
Calls
$4.11M
Puts
$1.65M
Net Calls
+$2.46M
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.69K +202 New
HNB
252
Huntington National Bank
Ohio
$3K
EWA
253
EverSource Wealth Advisors
Alabama
$3K +$2.6K +112 New
GWM
254
Geneos Wealth Management
Colorado
$2K
PCG
255
Private Capital Group
Connecticut
$2K
UB
256
UMB Bank
Missouri
$2K +$1.81K +78 New
RIM
257
Rockbridge Investment Management
New York
$2K +$2.34K +101 New
C
258
Covestor
United Kingdom
$2K +$2.41K +104 New
ZIG
259
Zullo Investment Group
Pennsylvania
$2K +$2.41K +104 New
WT
260
Washington Trust
Rhode Island
$1K -$23 -1 -2%
FHA
261
First Horizon Advisors
Tennessee
$1K
AA
262
Addison Advisors
Vermont
$1K +$580 +25 New
SC
263
Schubert & Co
Texas
$1K +$603 +26 New
LWA
264
Lenox Wealth Advisors
New York
$1K +$975 +42 New
JWA
265
JFS Wealth Advisors
Pennsylvania
$1K +$1.04K +45 New
CWP
266
Concord Wealth Partners
Virginia
$1K +$1.18K +51 New
VRS
267
Virginia Retirement Systems
Virginia
$504 -$364K -15,700 -42%
PCH
268
Polar Capital Holdings
United Kingdom
$348 +$354K +15,233 New
AAM
269
Ardevora Asset Management
United Kingdom
-$59.5M -2,673,500 Closed
Millennium Management
270
Millennium Management
New York
-$14.7M -662,973 Closed
Balyasny Asset Management
271
Balyasny Asset Management
Illinois
-$11M -495,954 Closed
WBC
272
Westpac Banking Corp
Australia
-$6.86M -308,400 Closed
IP
273
Interval Partners
New York
-$4.46M -200,358 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
274
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.06M -92,400 Closed
NIG
275
NFJ Investment Group
Texas
-$2.04M -91,864 Closed

DAN Hedge Fund Activity: Q4 2021 in Review

273 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dana Inc (DAN) for Q4 2021, worth a combined $3.15B — up 3.4% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DAN positions and 33 closed out — a net gain of 8 holders — while 87 added to existing stakes and 100 trimmed.

The largest buyer was Nomura Holdings, opening a new position worth an estimated $155M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $59.5M sold.

  • 273 institutional investors held Dana Inc (DAN) as of Q4 2021, up from 267 in Q3 2021.
  • Funds reported $3.15B of Dana Inc stock for Q4 2021, up 3.4% quarter-over-quarter.
  • 41 funds opened new Dana Inc positions in Q4 2021 and 33 closed out, a net change of +8 holders.
  • The largest Dana Inc buyer in Q4 2021 was Nomura Holdings, an estimated $155M added.
  • The largest Dana Inc seller in Q4 2021 was Ardevora Asset Management, an estimated $59.5M sold.

Based on aggregated 13F filings for Q4 2021.