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Dana Inc

239 hedge funds and large institutions have $3.83B invested in Dana Inc in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $4.49M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

29% more capital invested

Capital invested by funds: $2.97B → $3.83B (+$866M)

13% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 78

3% more funds holding

Funds holding: 231239 (+8)

1.4% more ownership

Funds ownership: 103.03%104.44% (+1.4%)

Holders
239
Holders Change
+8
Holders Change %
+3.46%
% of All Funds
6.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
39
Increased
88
Reduced
78
Closed
30
Calls
$18.5M
Puts
$4.49M
Net Calls
+$14M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$209M +$41.6M +2,003,671 +29%
Vanguard Group
2
Vanguard Group
Pennsylvania
$199M -$3.51M -169,357 -2%
RIM
3
RS Investment Management
California
$157M +$29.7M +1,429,505 +27%
TG
4
TCW Group
California
$143M +$15.9M +768,514 +14%
O
5
OppenheimerFunds
New York
$142M +$1.02M +49,339 +0.8%
Invesco
6
Invesco
Georgia
$141M +$80.8M +3,896,879 +181%
WCM
7
Wedge Capital Management
North Carolina
$136M +$35.5M +1,711,256 +41%
JP Morgan Chase
8
JP Morgan Chase
New York
$106M -$1.22M -59,013 -1%
GI
9
GAMCO Investors
Connecticut
$103M +$841K +40,535 +0.9%
BIT
10
BlackRock Institutional Trust
California
$98.9M +$1.62M +78,264 +2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$97.5M +$6.2M +298,819 +8%
BFA
12
BlackRock Fund Advisors
California
$95.2M +$5.43M +261,968 +7%
Northern Trust
13
Northern Trust
Illinois
$82.2M -$869K -41,915 -1%
OAMG
14
Odey Asset Management Group
United Kingdom
$80.4M -$60.8M -2,929,684 -46%
State Street
15
State Street
Massachusetts
$77.7M -$7.78M -375,033 -10%
EIP
16
Epoch Investment Partners
New York
$72.3M +$16.9M +816,758 +36%
RA
17
Royce & Associates
New York
$70.7M +$41.3M +1,988,674 +190%
SA
18
Smithwood Advisers
California
$69.8M
EVM
19
Eaton Vance Management
Massachusetts
$63.8M +$23.8M +1,147,385 +72%
Ameriprise
20
Ameriprise
Minnesota
$63M +$12.1M +585,551 +28%
KAM
21
Keeley Asset Management
Illinois
$60.9M -$15.4K -742 -0%
Wells Fargo
22
Wells Fargo
California
$57.8M +$3.52M +169,651 +7%
Pzena Investment Management
23
Pzena Investment Management
New York
$52.3M -$3.42M -165,014 -7%
PI
24
Putnam Investments
Massachusetts
$52.1M +$41M +1,978,894 +767%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$51.2M -$39.1M -1,882,732 -46%

DAN Hedge Fund Activity: Q1 2014 in Review

239 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Dana Inc (DAN) for Q1 2014, worth a combined $3.83B — up 29% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DAN positions and 30 closed out — a net gain of 9 holders — while 88 added to existing stakes and 78 trimmed.

The largest buyer was Invesco, adding an estimated $80.8M. The largest seller was Odey Asset Management Group, cutting an estimated $60.8M.

  • 239 institutional investors held Dana Inc (DAN) as of Q1 2014, up from 231 in Q4 2013.
  • Funds reported $3.83B of Dana Inc stock for Q1 2014, up 29% quarter-over-quarter.
  • 39 funds opened new Dana Inc positions in Q1 2014 and 30 closed out, a net change of +9 holders.
  • The largest Dana Inc buyer in Q1 2014 was Invesco, an estimated $80.8M added.
  • The largest Dana Inc seller in Q1 2014 was Odey Asset Management Group, an estimated $60.8M sold.

Based on aggregated 13F filings for Q1 2014.