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Dana Inc

263 hedge funds and large institutions have $2.39B invested in Dana Inc in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 89 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $1.87M

16% more capital invested

Capital invested by funds: $2.05B → $2.39B (+$337M)

2.33% more ownership

Funds ownership: 95.14%97.46% (+2.3%)

8% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 89

3% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 264263 (-1)

Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
96
Reduced
89
Closed
35
Calls
$2.65M
Puts
$1.87M
Net Calls
+$778K
Net Calls Change
+$276K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$364M +$82.4M +5,646,577 +36%
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M +$22.7M +1,555,200 +11%
IC
3
Icahn Carl
Florida
$243M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$149M -$4.25M -291,464 -3%
Invesco
5
Invesco
Georgia
$104M +$2.44M +166,934 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$89.8M -$4.1M -280,787 -5%
State Street
7
State Street
Massachusetts
$85.7M +$7.17M +491,497 +11%
Pzena Investment Management
8
Pzena Investment Management
New York
$84M -$1.33M -91,406 -2%
Macquarie Group
9
Macquarie Group
Australia
$64.3M +$632K +43,296 +1%
GI
10
GAMCO Investors
Connecticut
$57.2M +$137K +9,356 +0.3%
Nomura Holdings
11
Nomura Holdings
Japan
$55.1M -$25.6M -1,751,937 -35%
N
12
Nuveen
North Carolina
$47.3M +$14.9M +1,019,916 +58%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$43M +$1.2M +81,981 +3%
Fisher Asset Management
14
Fisher Asset Management
Washington
$42.8M +$2.5M +171,039 +7%
GF
15
Gabelli Funds
New York
$39.4M -$1.21M -83,145 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$30.9M -$239K -16,356 -0.9%
TC
17
Towle & Co
Colorado
$27.6M -$368K -25,240 -2%
Northern Trust
18
Northern Trust
Illinois
$24.9M -$4.12M -282,505 -16%
American Century Companies
19
American Century Companies
Missouri
$24.4M +$4.35M +297,920 +26%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$23.5M +$895K +61,332 +5%
Charles Schwab
21
Charles Schwab
California
$21.7M +$266K +18,240 +1%
JCP
22
JB Capital Partners
New York
$20.5M
Goldman Sachs
23
Goldman Sachs
New York
$20.1M +$6.25M +428,431 +57%
Morgan Stanley
24
Morgan Stanley
New York
$19.9M -$4.99M -341,737 -23%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$18.2M +$3.06M +209,599 +24%

DAN Hedge Fund Activity: Q2 2023 in Review

263 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dana Inc (DAN) for Q2 2023, worth a combined $2.39B — up 16% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DAN positions and 35 closed out — a net gain of 1 holder — while 96 added to existing stakes and 89 trimmed.

The largest buyer was BlackRock, adding an estimated $82.4M. The largest seller was Nomura Holdings, cutting an estimated $25.6M.

  • 263 institutional investors held Dana Inc (DAN) as of Q2 2023, down from 264 in Q1 2023.
  • Funds reported $2.39B of Dana Inc stock for Q2 2023, up 16% quarter-over-quarter.
  • 36 funds opened new Dana Inc positions in Q2 2023 and 35 closed out, a net change of +1 holder.
  • The largest Dana Inc buyer in Q2 2023 was BlackRock, an estimated $82.4M added.
  • The largest Dana Inc seller in Q2 2023 was Nomura Holdings, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2023.