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Dana Inc

240 hedge funds and large institutions have $3.21B invested in Dana Inc in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $2.74B → $3.21B (+$468M)

5% more funds holding

Funds holding: 229240 (+11)

0.88% more ownership

Funds ownership: 98.58%99.46% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 89

15% less call options, than puts

Call options by funds: $2.54M | Put options by funds: $2.98M

Holders
240
Holders Change
+11
Holders Change %
+4.8%
% of All Funds
5.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
37
Increased
88
Reduced
89
Closed
25
Calls
$2.54M
Puts
$2.98M
Net Calls
-$442K
Net Calls Change
-$613K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$333M -$9.27M -456,457 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$271M +$7.95M +391,487 +3%
WCM
3
Wedge Capital Management
North Carolina
$148M -$9.94M -489,570 -7%
Invesco
4
Invesco
Georgia
$121M -$19.2M -944,285 -15%
State Street
5
State Street
Massachusetts
$117M +$3.36M +165,291 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$110M -$13.4M -662,240 -12%
GI
7
GAMCO Investors
Connecticut
$108M -$3.85M -189,500 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$97M +$9.84M +484,520 +13%
TG
9
TCW Group
California
$93.4M -$8.58M -422,280 -9%
Goldman Sachs
10
Goldman Sachs
New York
$86.7M +$9.78M +481,611 +14%
Citadel Advisors
11
Citadel Advisors
Florida
$77.1M +$12.4M +608,191 +21%
AL
12
AJO LP
Pennsylvania
$69.5M +$24.9M +1,228,597 +65%
Northern Trust
13
Northern Trust
Illinois
$68.6M +$15.3M +753,716 +33%
Pzena Investment Management
14
Pzena Investment Management
New York
$67.4M -$2.94M -144,958 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$64.6M +$15.7M +770,843 +36%
FCM
16
Frontier Capital Management
Massachusetts
$64.2M +$36.2M +1,784,986 +164%
DnB Asset Management
17
DnB Asset Management
Norway
$59.8M -$6.3M -310,205 -10%
AQR Capital Management
18
AQR Capital Management
Connecticut
$59M -$8.94M -440,262 -14%
GF
19
Gabelli Funds
New York
$56M
SAM
20
Silvercrest Asset Management
New York
$48.2M +$43.5M +2,142,448 New
Allianz Asset Management
21
Allianz Asset Management
Germany
$44.1M +$2.04M +100,350 +5%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$42.9M +$7.84M +386,156 +25%
Victory Capital Management
23
Victory Capital Management
Texas
$41.4M -$2.09M -102,796 -5%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$41.2M +$37.5M +1,847,247 New
Wells Fargo
25
Wells Fargo
California
$39.6M +$21.4K +1,056 +0.1%

DAN Hedge Fund Activity: Q2 2017 in Review

240 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Dana Inc (DAN) for Q2 2017, worth a combined $3.21B — up 17% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DAN positions and 25 closed out — a net gain of 12 holders — while 88 added to existing stakes and 89 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $43.5M. The largest seller was JP Morgan Chase, cutting an estimated $23.1M.

  • 240 institutional investors held Dana Inc (DAN) as of Q2 2017, up from 229 in Q1 2017.
  • Funds reported $3.21B of Dana Inc stock for Q2 2017, up 17% quarter-over-quarter.
  • 37 funds opened new Dana Inc positions in Q2 2017 and 25 closed out, a net change of +12 holders.
  • The largest Dana Inc buyer in Q2 2017 was Silvercrest Asset Management, an estimated $43.5M added.
  • The largest Dana Inc seller in Q2 2017 was JP Morgan Chase, an estimated $23.1M sold.

Based on aggregated 13F filings for Q2 2017.