DNOW Inc
DNOW
267 hedge funds and large institutions have $1.71B invested in DNOW Inc in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 101 reducing their positions, and 33 closing their positions.
2% more capital invested
Capital invested by funds: $1.67B → $1.71B (+$38.5M)
3.77% less ownership
Funds ownership: 110.2% → 106.44% (-3.8%)
4% less funds holding
Funds holding: 278 → 267 (-11)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
37% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 101
70% less call options, than puts
Call options by funds: $762K | Put options by funds: $2.58M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$15.2M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$6.76M |
| 3 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$4.13M |
| 4 |
JP Morgan Chase
New York
|
+$4.11M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17.1M |
| 2 |
QI
QV Investors
Calgary,
Alberta, Canada
|
-$9.09M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$8.98M |
| 4 |
ClearBridge Investments
New York
|
-$7.04M |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$6.36M |
DNOW Hedge Fund Activity: Q2 2019 in Review
267 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in DNOW Inc (DNOW) for Q2 2019, worth a combined $1.71B — up 2.3% from $1.67B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of DNOW and 28 opened new positions — a net loss of 5 holders — while 101 trimmed existing stakes and 64 added.
The largest buyer was Baillie Gifford & Co, adding an estimated $15.2M. The largest seller was Vanguard Group, cutting an estimated $17.1M.
- 267 institutional investors held DNOW Inc (DNOW) as of Q2 2019, down from 278 in Q1 2019.
- Funds reported $1.71B of DNOW Inc stock for Q2 2019, up 2.3% quarter-over-quarter.
- 28 funds opened new DNOW Inc positions in Q2 2019 and 33 closed out, a net change of -5 holders.
- The largest DNOW Inc buyer in Q2 2019 was Baillie Gifford & Co, an estimated $15.2M added.
- The largest DNOW Inc seller in Q2 2019 was Vanguard Group, an estimated $17.1M sold.
Based on aggregated 13F filings for Q2 2019.