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DQ

Daqo New Energy

19 hedge funds and large institutions have $33M invested in Daqo New Energy in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more capital invested

Capital invested by funds: $19.1M → $33M (+$13.9M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more funds holding

Funds holding: 1819 (+1)

0.7% more ownership

Funds ownership: 1.53%2.23% (+0.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
3
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGA
1
Siguler Guff Advisers
New York
$8.81M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.23M +$6.18M +727,185 New
Invesco
3
Invesco
Georgia
$5.83M +$5.79M +680,535 New
GC
4
Guggenheim Capital
Illinois
$5.08M +$2.46M +289,240 +95%
Fidelity International
5
Fidelity International
Bermuda
$4.22M +$4.19M +493,000 New
Deutsche Bank
6
Deutsche Bank
Germany
$959K +$421K +49,500 +79%
HCS
7
Harvest Capital Strategies
California
$642K -$468K -55,000 -42%
Morgan Stanley
8
Morgan Stanley
New York
$348K -$83.4K -9,810 -19%
KCM
9
Keywise Capital Management
Cayman Islands
$343K -$5.47M -643,425 -94%
Jane Street
10
Jane Street
New York
$240K -$2.29K -270 -1%
TRCT
11
Tower Research Capital (TRC)
New York
$148K -$446K -52,515 -75%
Wells Fargo
12
Wells Fargo
California
$69K -$1.15K -135 -2%
GXMC
13
Global X Management Company
New York
$15K
Creative Planning
14
Creative Planning
Kansas
$8K +$8.33K +980 New
MTIP
15
Magee Thomson Investment Partners
California
$6K
Citigroup
16
Citigroup
New York
$3K -$9.73K -1,145 -74%
U
17
UBS
Switzerland
$2K
Ameriprise
18
Ameriprise
Minnesota
$2K +$298 +35 +14%
Bank of America
19
Bank of America
North Carolina
$1K
California Public Employees Retirement System
20
California Public Employees Retirement System
California
-$1.49M -220,400 Closed
ARTA
21
A.R.T. Advisors
New York
-$260K -35,900 Closed
BIT
22
BlackRock Institutional Trust
California
-$147K -20,205 Closed

DQ Hedge Fund Activity: Q1 2014 in Review

19 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Daqo New Energy (DQ) for Q1 2014, worth a combined $33M — up 72% from $19.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DQ positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 7 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $6.18M. The largest seller was Keywise Capital Management, cutting an estimated $5.47M.

  • 19 institutional investors held Daqo New Energy (DQ) as of Q1 2014, up from 18 in Q4 2013.
  • Funds reported $33M of Daqo New Energy stock for Q1 2014, up 72% quarter-over-quarter.
  • 4 funds opened new Daqo New Energy positions in Q1 2014 and 3 closed out, a net change of +1 holder.
  • The largest Daqo New Energy buyer in Q1 2014 was Fidelity Investments, an estimated $6.18M added.
  • The largest Daqo New Energy seller in Q1 2014 was Keywise Capital Management, an estimated $5.47M sold.

Based on aggregated 13F filings for Q1 2014.