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Dana Inc

268 hedge funds and large institutions have $1.93B invested in Dana Inc in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

44% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $1.32M

24% more capital invested

Capital invested by funds: $1.56B → $1.93B (+$377M)

4% more funds holding

Funds holding: 258268 (+10)

0.03% more ownership

Funds ownership: 94.94%94.97% (+0.03%)

17% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 101

Holders
268
Holders Change
+10
Holders Change %
+3.88%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
84
Reduced
101
Closed
26
Calls
$1.91M
Puts
$1.32M
Net Calls
+$581K
Net Calls Change
-$778K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$233M +$12.5M +804,997 +6%
IC
2
Icahn Carl
Florida
$216M
Vanguard Group
3
Vanguard Group
Pennsylvania
$202M +$2.78M +179,357 +1%
Invesco
4
Invesco
Georgia
$90.8M +$1.85M +119,111 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$86.6M -$9.08M -585,336 -9%
Nomura Holdings
6
Nomura Holdings
Japan
$79.3M +$13.1M +841,434 +19%
Pzena Investment Management
7
Pzena Investment Management
New York
$78.8M -$8.06M -519,924 -9%
State Street
8
State Street
Massachusetts
$68.7M +$1.47M +94,966 +2%
Macquarie Group
9
Macquarie Group
Australia
$55.4M +$1.14M +73,307 +2%
GI
10
GAMCO Investors
Connecticut
$51.3M -$1.67M -107,547 -3%
Morgan Stanley
11
Morgan Stanley
New York
$46.4M +$25.5M +1,645,566 +116%
GF
12
Gabelli Funds
New York
$37.2M -$1.81M -116,800 -5%
Fisher Asset Management
13
Fisher Asset Management
Washington
$35.7M +$14.1M +911,344 +63%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$35.5M +$964K +62,122 +3%
FCM
15
Frontier Capital Management
Massachusetts
$30.5M +$9.95M +641,202 +47%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$30.3M -$4.71M -303,594 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$28.3M -$631K -40,689 -2%
N
18
Nuveen
North Carolina
$27.7M +$781K +50,351 +3%
Northern Trust
19
Northern Trust
Illinois
$26.7M -$4.71M -303,428 -15%
TC
20
Towle & Co
Colorado
$25.1M +$195K +12,590 +0.8%
Norges Bank
21
Norges Bank
Norway
$22.8M +$6.8M +438,247 +41%
Charles Schwab
22
Charles Schwab
California
$18.8M +$669K +43,137 +4%
JCP
23
JB Capital Partners
New York
$18.3M -$465K -30,000 -2%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$14.3M -$1.65M -106,121 -10%
Millennium Management
25
Millennium Management
New York
$13.8M +$7.92M +510,649 +127%

DAN Hedge Fund Activity: Q4 2022 in Review

268 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dana Inc (DAN) for Q4 2022, worth a combined $1.93B — up 24% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DAN positions and 26 closed out — a net gain of 14 holders — while 84 added to existing stakes and 101 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.5M. The largest seller was LSV Asset Management, cutting an estimated $19.2M.

  • 268 institutional investors held Dana Inc (DAN) as of Q4 2022, up from 258 in Q3 2022.
  • Funds reported $1.93B of Dana Inc stock for Q4 2022, up 24% quarter-over-quarter.
  • 40 funds opened new Dana Inc positions in Q4 2022 and 26 closed out, a net change of +14 holders.
  • The largest Dana Inc buyer in Q4 2022 was Morgan Stanley, an estimated $25.5M added.
  • The largest Dana Inc seller in Q4 2022 was LSV Asset Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2022.