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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
I
126
InceptionR
California
$575K +$625K +38,220 New
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$565K +$3.53K +216 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
128
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$564K +$614K +37,500 New
ASRS
129
Arizona State Retirement System
Arizona
$563K +$16K +978 +3%
MAM
130
Martingale Asset Management
Massachusetts
$534K +$203K +12,405 +54%
LSERS
131
Louisiana State Employees Retirement System
Louisiana
$509K -$6.54K -400 -1%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$507K -$5.12K -313 -0.9%
OWM
133
Opes Wealth Management
California
$493K +$110K +6,737 +26%
SOMRS
134
State of Michigan Retirement System
Michigan
$483K
GC
135
Guggenheim Capital
Illinois
$473K -$237K -14,455 -32%
Victory Capital Management
136
Victory Capital Management
Texas
$469K -$7.59M -464,060 -94%
PA
137
Pinnacle Associates
New York
$466K
Citigroup
138
Citigroup
New York
$460K -$39.1K -2,390 -7%
SFI
139
Susquehanna Fundamental Investments
Pennsylvania
$443K -$864K -52,792 -64%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$441K +$55.5K +3,393 +14%
RC
141
RBF Capital
California
$440K
Federated Hermes
142
Federated Hermes
Pennsylvania
$439K +$138K +8,440 +41%
Stifel Financial
143
Stifel Financial
Missouri
$431K -$305K -18,637 -39%
NMIMC
144
Northwestern Mutual Investment Management Company
Wisconsin
$426K +$270K +16,498 +140%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$425K
GCP
146
GSA Capital Partners
United Kingdom
$422K +$459K +28,021 New
B
147
Bailard
California
$402K +$437K +26,700 New
AT
148
American Trust
Kentucky
$394K -$13K -795 -3%
LPL Financial
149
LPL Financial
California
$388K -$240K -14,663 -36%
UA
150
Unison Advisors
District of Columbia
$378K +$2.83K +173 +0.7%

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.