Ducommun
135 hedge funds and large institutions have $665M invested in Ducommun in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
11% more capital invested
Capital invested by funds: $598M → $665M (+$66.3M)
5% more funds holding
Funds holding: 128 → 135 (+7)
2% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.91% less ownership
Funds ownership: 79.7% → 77.79% (-1.9%)
27% less call options, than puts
Call options by funds: $115K | Put options by funds: $157K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAP
Madison Avenue Partners
New York
|
+$21.4M |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$10.8M |
| 3 |
RC
RDST Capital
Seattle,
Washington
|
+$4.34M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$2.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$17.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.91M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$4.63M |
| 4 |
State Street
Boston,
Massachusetts
|
-$4.21M |
| 5 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$3.81M |
DCO Hedge Fund Activity: Q2 2024 in Review
135 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Ducommun (DCO) for Q2 2024, worth a combined $665M — up 11% from $598M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DCO positions and 15 closed out — a net gain of 8 holders — while 45 added to existing stakes and 44 trimmed.
The largest buyer was Madison Avenue Partners, opening a new position worth an estimated $21.4M. The largest seller was Paradigm Capital Management Inc, cutting an estimated $17.5M.
- 135 institutional investors held Ducommun (DCO) as of Q2 2024, up from 128 in Q1 2024.
- Funds reported $665M of Ducommun stock for Q2 2024, up 11% quarter-over-quarter.
- 23 funds opened new Ducommun positions in Q2 2024 and 15 closed out, a net change of +8 holders.
- The largest Ducommun buyer in Q2 2024 was Madison Avenue Partners, an estimated $21.4M added.
- The largest Ducommun seller in Q2 2024 was Paradigm Capital Management Inc, an estimated $17.5M sold.
Based on aggregated 13F filings for Q2 2024.