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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
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$948
SPIA
252
Steward Partners Investment Advisory
New York
$903 -$37.4K -2,286 -97%
WT
253
Washington Trust
Rhode Island
$843 -$33 -2 -3%
GRP
254
Global Retirement Partners
California
$768 -$1.05K -64 -54%
AF
255
Advisornet Financial
Minnesota
$707 +$540 +33 +236%
SC
256
Schubert & Co
Texas
$663 -$704 -43 -49%
BIA
257
Bell Investment Advisors
California
$542 -$16 -1 -3%
DI
258
Disciplined Investments
Oklahoma
$512 +$98 +6 +21%
FHA
259
First Horizon Advisors
Tennessee
$467
GWS
260
Glassman Wealth Services
Virginia
$271 +$295 +18 New
FFA
261
Farther Finance Advisors
California
$256
BAAM
262
Baker Avenue Asset Management
California
$226
SIC
263
SJS Investment Consulting
Ohio
$196 -$556 -34 -72%
AF
264
Allworth Financial
California
$151 -$949 -58 -85%
TWP
265
TFO Wealth Partners
Ohio
$120 +$98 +6 +300%
FP
266
Foundry Partners
Minnesota
-$6.81M -450,119 Closed
RCW
267
Rheos Capital Works
Japan
-$4.82M -318,500 Closed
TC
268
TwinBeech Capital
New York
-$3.74M -247,241 Closed
LOAMU
269
Lombard Odier Asset Management (USA)
New York
-$1.3M -86,000 Closed
Cambridge Investment Research Advisors
270
Cambridge Investment Research Advisors
Iowa
-$1.03M -68,415 Closed
PRS
271
Pinkerton Retirement Specialists
Idaho
-$621K -41,067 Closed
PFO
272
Pathstone Family Office
New Jersey
-$304K -29,596 Closed
AIM
273
Aigen Investment Management
New York
-$303K -19,998 Closed
CC
274
Cipher Capital
New York
-$234K -15,479 Closed
BCM
275
Bayesian Capital Management
New York
-$224K -14,800 Closed

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.