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138 hedge funds and large institutions have $241M invested in Domo in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 35

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

6% more funds holding

Funds holding: 130138 (+8)

2% more capital invested

Capital invested by funds: $235M → $241M (+$5.83M)

2.71% less ownership

Funds ownership: 72.86%70.15% (-2.7%)

37% less call options, than puts

Call options by funds: $3.5M | Put options by funds: $5.59M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
138
Holders Change
+8
Holders Change %
+6.15%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
53
Reduced
35
Closed
20
Calls
$3.5M
Puts
$5.59M
Net Calls
-$2.09M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
126
Headlands Technologies
Illinois
$8.2K +$6.41K +694 +674%
BCV
127
Banque Cantonale Vaudoise
Switzerland
$8K -$905 -98 -12%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$6.79K -$92 -10 -1%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$4K -$5.46K -591 -60%
QL
130
Quarry LP
New York
$2.31K +$2.08K +225 New
CSC
131
Caldwell Sutter Capital
California
$1.62K
KFS
132
Kelly Financial Services
Massachusetts
$1.03K
ASN
133
Advisory Services Network
Georgia
$1.03K +$924 +100 New
NA
134
NewEdge Advisors
Louisiana
$721 -$65 -7 -9%
RAM
135
Riggs Asset Management
Pennsylvania
$669 +$194 +21 +48%
CTC
136
Central Trust Company
Missouri
$381
GWS
137
Glassman Wealth Services
Virginia
$196 +$176 +19 New
First Trust Advisors
138
First Trust Advisors
Illinois
-$8.3M -845,675 Closed
Federated Hermes
139
Federated Hermes
Pennsylvania
-$3.92M -400,000 Closed
Westfield Capital Management
140
Westfield Capital Management
Massachusetts
-$1.65M -167,758 Closed
DFCM
141
Dark Forest Capital Management
Puerto Rico
-$991K -101,035 Closed
WHP
142
Washington Harbour Partners
Virginia
-$666K -67,900 Closed
Group One Trading
143
Group One Trading
Illinois
-$309K -33,466 Closed
DIM
144
DC Investments Management
Virginia
-$235K -24,006 Closed
CIA
145
Capital Impact Advisors
Massachusetts
-$190K -19,357 Closed
OQS
146
Occudo Quantitative Strategies
Florida
-$154K -15,738 Closed
William Blair & Company
147
William Blair & Company
Illinois
-$154K -15,691 Closed
PL
148
Parkwood LLC
Ohio
-$154K -15,677 Closed
SI
149
Saxon Interests
Texas
-$140K -14,276 Closed
TCA
150
Transcend Capital Advisors
New Jersey
-$126K -12,800 Closed

DOMO Hedge Fund Activity: Q4 2023 in Review

138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Domo (DOMO) for Q4 2023, worth a combined $241M — up 2.5% from $235M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DOMO positions and 20 closed out — a net gain of 10 holders — while 53 added to existing stakes and 35 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $2.24M. The largest seller was First Trust Advisors, exiting entirely with an estimated $8.3M sold.

  • 138 institutional investors held Domo (DOMO) as of Q4 2023, up from 130 in Q3 2023.
  • Funds reported $241M of Domo stock for Q4 2023, up 2.5% quarter-over-quarter.
  • 30 funds opened new Domo positions in Q4 2023 and 20 closed out, a net change of +10 holders.
  • The largest Domo buyer in Q4 2023 was Deutsche Bank, an estimated $2.24M added.
  • The largest Domo seller in Q4 2023 was First Trust Advisors, an estimated $8.3M sold.

Based on aggregated 13F filings for Q4 2023.