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Dana Inc
DAN

278 hedge funds and large institutions have $3.33B invested in Dana Inc in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 72 increasing their positions, 116 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

23% more capital invested

Capital invested by funds: $2.69B → $3.33B (+$632M)

4% more funds holding

Funds holding: 268 → 278 (+10)

1.29% less ownership

Funds ownership: 95.64% → 94.35% (-1.3%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

38% less call options, than puts

Call options by funds: $5.83M | Put options by funds: $9.38M

38% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 116

Holders
278
Holders Change
+10
Holders Change %
+3.73%
% of All Funds
4.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
72
Reduced
116
Closed
39
Calls
$5.83M
Puts
$9.38M
Net Calls
-$3.55M
Net Calls Change
-$11.3M

Top Buyers

1
IC
Icahn Carl
Florida
+$185M
2
Invesco
Invesco
Georgia
+$39.4M
3
BlackRock
BlackRock
New York
+$20.4M
4
FP
Foundry Partners
Minnesota
+$11.9M
5
Barclays
Barclays
United Kingdom
+$8.27M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$46.1M
3
WCM
Wedge Capital Management
North Carolina
-$35.5M
4
IP
Interval Partners
New York
-$18.7M
5
FCM
Frontier Capital Management
Massachusetts
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$28.5M -$8.86M -386,596 -25%
Charles Schwab
27
Charles Schwab
California
$28.1M +$728K +31,765 +3%
FWCM
28
Ferguson Wellman Capital Management
Oregon
$25.1M +$710K +30,991 +3%
Bank of America
29
Bank of America
North Carolina
$24.3M +$2.35M +102,348 +11%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$23.2M -$4.49M -195,802 -17%
Ameriprise
31
Ameriprise
Minnesota
$22.2M +$6.68M +291,360 +47%
RA
32
Royce & Associates
New York
$20.6M +$8.25M +359,708 +74%
Comerica Bank
33
Comerica Bank
Texas
$19.8M -$1.55M -67,455 -9%
ZCM
34
Ziegler Capital Management
Illinois
$18.8M -$388K -16,916 -2%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$17.6M -$292K -12,740 -2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$16.8M -$3.24M -141,251 -17%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$16.5M -$5.76M -251,269 -27%
BCM
38
Brightline Capital Management
Florida
$16.4M +$3.44M +150,000 +29%
Principal Financial Group
39
Principal Financial Group
Iowa
$14.4M +$2.05M +89,552 +18%
Goldman Sachs
40
Goldman Sachs
New York
$13.5M +$4.7M +205,253 +59%
PPA
41
Parametric Portfolio Associates
Washington
$13.3M -$749K -32,691 -6%
KCM
42
Kennedy Capital Management
Missouri
$13.2M +$1.8M +78,554 +17%
Prudential Financial
43
Prudential Financial
New Jersey
$12.7M -$11.6M -504,530 -49%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$12.7M -$7.91M -345,154 -40%
FP
45
Foundry Partners
Minnesota
$12.6M +$11.9M +517,206 New
RR
46
Robotti Robert
$12.6M -$153K -6,655 -1%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$11.4M -$420K -18,307 -4%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$11.2M -$859K -37,493 -8%
Barclays
49
Barclays
United Kingdom
$10.9M +$8.27M +360,611 +421%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$10.7M -$518K -22,594 -5%
1
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3 4 5

DAN Hedge Fund Activity: Q1 2021 in Review

278 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Dana Inc (DAN) for Q1 2021, worth a combined $3.33B — up 23% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new DAN positions and 39 closed out — a net gain of 12 holders — while 72 added to existing stakes and 116 trimmed.

The largest buyer was Icahn Carl, adding an estimated $185M. The largest seller was Fidelity Investments, cutting an estimated $51.6M.

  • 278 institutional investors held Dana Inc (DAN) as of Q1 2021, up from 268 in Q4 2020.
  • Funds reported $3.33B of Dana Inc stock for Q1 2021, up 23% quarter-over-quarter.
  • 51 funds opened new Dana Inc positions in Q1 2021 and 39 closed out, a net change of +12 holders.
  • The largest Dana Inc buyer in Q1 2021 was Icahn Carl, an estimated $185M added.
  • The largest Dana Inc seller in Q1 2021 was Fidelity Investments, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2021.