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DQ

Daqo New Energy

29 hedge funds and large institutions have $58.2M invested in Daqo New Energy in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more funds holding

Funds holding: 2129 (+8)

15% more capital invested

Capital invested by funds: $50.5M → $58.2M (+$7.78M)

0.15% more ownership

Funds ownership: 5.81%5.96% (+0.15%)

0% more call options, than puts

Call options by funds: $1K | Put options by funds: $1K

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
12
Increased
3
Reduced
11
Closed
3
Calls
$1K
Puts
$1K
Net Calls
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
1
Quentec Asset Management
New York
$14.5M +$2.13M +651,290 +20%
Fidelity International
2
Fidelity International
Bermuda
$14.2M
GC
3
Guggenheim Capital
Illinois
$7.23M -$1.89M -578,035 -23%
SIM
4
Summitview Investment Management
Cayman Islands
$7.22M -$1.53M -466,295 -19%
SGA
5
Siguler Guff Advisers
New York
$3.83M
LM
6
Luminus Management
Texas
$2.28M -$116K -35,590 -5%
RA
7
Royce & Associates
New York
$1.93M +$330K +101,000 +24%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.91M +$1.68M +513,420 New
ECP
9
Electron Capital Partners
New York
$1.73M +$1.52M +463,900 New
BKBG
10
BHF Kleinwort Benson Group
Belgium
$966K -$46K -14,055 -5%
Invesco
11
Invesco
Georgia
$781K -$76.7K -23,465 -10%
RL
12
Ruffer LLP
United Kingdom
$748K
Deutsche Bank
13
Deutsche Bank
Germany
$258K -$38.3K -11,705 -14%
CMG
14
Cavalry Management Group
California
$212K +$186K +57,000 New
AAP
15
Ardsley Advisory Partners
Connecticut
$186K +$164K +50,000 New
CAM
16
ClariVest Asset Management
California
$104K +$91K +27,820 New
Walleye Trading
17
Walleye Trading
New York
$73K +$63.8K +19,500 New
Morgan Stanley
18
Morgan Stanley
New York
$47K -$47K -14,370 -54%
Zurich Cantonal Bank
19
Zurich Cantonal Bank
Switzerland
$42K +$3.97K +1,215 +12%
CG
20
Cutler Group
California
$8K -$16 -5 -0.2%
AP
21
Advisors Preferred
Maryland
$7K +$5.86K +1,790 New
UBS Group
22
UBS Group
Switzerland
$6K -$26.2K -8,020 -84%
MTIP
23
Magee Thomson Investment Partners
California
$4K +$3.45K +1,055 New
HRCM
24
Hood River Capital Management
Florida
$3K +$3.08K +940 New
TRCT
25
Tower Research Capital (TRC)
New York
$2K +$1.95K +595 New

DQ Hedge Fund Activity: Q1 2016 in Review

29 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Daqo New Energy (DQ) for Q1 2016, worth a combined $58.2M — up 15% from $50.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DQ positions and 3 closed out — a net gain of 9 holders — while 3 added to existing stakes and 11 trimmed.

The largest buyer was Quentec Asset Management, adding an estimated $2.13M. The largest seller was Guggenheim Capital, cutting an estimated $1.89M.

  • 29 institutional investors held Daqo New Energy (DQ) as of Q1 2016, up from 21 in Q4 2015.
  • Funds reported $58.2M of Daqo New Energy stock for Q1 2016, up 15% quarter-over-quarter.
  • 12 funds opened new Daqo New Energy positions in Q1 2016 and 3 closed out, a net change of +9 holders.
  • The largest Daqo New Energy buyer in Q1 2016 was Quentec Asset Management, an estimated $2.13M added.
  • The largest Daqo New Energy seller in Q1 2016 was Guggenheim Capital, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2016.