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Dana Inc

235 hedge funds and large institutions have $3.45B invested in Dana Inc in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $593K

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

24% more capital invested

Capital invested by funds: $2.78B → $3.45B (+$670M)

7% more funds holding

Funds holding: 219235 (+16)

4.06% more ownership

Funds ownership: 98.85%102.91% (+4.1%)

6% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 85

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
7.62%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.32%
New
43
Increased
90
Reduced
85
Closed
25
Calls
$5.96M
Puts
$593K
Net Calls
+$5.37M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$199M +$82.2M +3,797,161 +77%
Vanguard Group
2
Vanguard Group
Pennsylvania
$193M +$5.46M +251,898 +3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$148M -$64.4M -2,973,281 -31%
O
4
OppenheimerFunds
New York
$135M -$14.1M -652,611 -10%
TG
5
TCW Group
California
$121M -$1.41M -65,260 -1%
OAMG
6
Odey Asset Management Group
United Kingdom
$113M +$50.8M +2,346,242 +90%
BIT
7
BlackRock Institutional Trust
California
$94.4M -$3.99M -184,398 -4%
WCM
8
Wedge Capital Management
North Carolina
$93.5M +$25.7M +1,188,201 +41%
RIM
9
RS Investment Management
California
$91.4M -$463K -21,375 -0.5%
BFA
10
BlackRock Fund Advisors
California
$90.7M +$8.85M +408,362 +11%
GI
11
GAMCO Investors
Connecticut
$87.5M -$948K -43,750 -1%
State Street
12
State Street
Massachusetts
$85.2M +$1.36M +62,844 +2%
Northern Trust
13
Northern Trust
Illinois
$79.2M +$3.36M +154,918 +5%
AllianceBernstein
14
AllianceBernstein
Tennessee
$74.5M +$1.87M +86,451 +3%
SA
15
Smithwood Advisers
California
$68.5M -$2.17M -100,000 -3%
Invesco
16
Invesco
Georgia
$66.3M +$32.9M +1,519,687 +110%
EIP
17
Epoch Investment Partners
New York
$58.5M -$2.26M -104,325 -4%
Wells Fargo
18
Wells Fargo
California
$58.4M +$226K +10,435 +0.4%
FIM
19
Foresters Investment Management
New York
$55M +$12.2M +564,600 +31%
KAM
20
Keeley Asset Management
Illinois
$50.5M +$467K +21,540 +1%
Ameriprise
21
Ameriprise
Minnesota
$44.1M -$4.05M -186,847 -9%
DSC
22
Donald Smith & Co
New York
$44M -$9.9M -456,940 -19%
JP Morgan Chase
23
JP Morgan Chase
New York
$42.9M +$26.9M +1,241,059 +195%
GF
24
Gabelli Funds
New York
$41.3M -$52K -2,400 -0.1%
Pzena Investment Management
25
Pzena Investment Management
New York
$39.9M -$16.2M -748,952 -30%

DAN Hedge Fund Activity: Q3 2013 in Review

235 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Dana Inc (DAN) for Q3 2013, worth a combined $3.45B — up 24% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DAN positions and 25 closed out — a net gain of 18 holders — while 90 added to existing stakes and 85 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $82.2M. The largest seller was Bank of New York Mellon, cutting an estimated $64.4M.

  • 235 institutional investors held Dana Inc (DAN) as of Q3 2013, up from 219 in Q2 2013.
  • Funds reported $3.45B of Dana Inc stock for Q3 2013, up 24% quarter-over-quarter.
  • 43 funds opened new Dana Inc positions in Q3 2013 and 25 closed out, a net change of +18 holders.
  • The largest Dana Inc buyer in Q3 2013 was Wellington Management Group, an estimated $82.2M added.
  • The largest Dana Inc seller in Q3 2013 was Bank of New York Mellon, an estimated $64.4M sold.

Based on aggregated 13F filings for Q3 2013.