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DQ

Daqo New Energy

33 hedge funds and large institutions have $61.9M invested in Daqo New Energy in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $57.2M → $61.9M (+$4.74M)

0.17% less ownership

Funds ownership: 5.85%5.67% (-0.17%)

13% less funds holding

Funds holding: 3833 (-5)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $267K

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
13
Reduced
9
Closed
13
Calls
Puts
$267K
Net Calls
-$267K
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
1
Quentec Asset Management
New York
$20.3M +$953K +234,440 +5%
GC
2
Guggenheim Capital
Illinois
$7.5M +$3.6M +886,515 +96%
LM
3
Luminus Management
Texas
$6.82M -$4.07K -1,000 -0.1%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$3.73M +$363K +89,405 +11%
Boston Partners
5
Boston Partners
Massachusetts
$3.63M +$3.55M +872,965 New
Invesco
6
Invesco
Georgia
$3.45M +$554K +136,290 +20%
DAC
7
Dymon Asia Capital
Singapore
$2.89M +$2.83M +695,085 New
IA
8
IPL Advisers
New York
$2.19M +$2.05M +503,760 +2,200%
IPLA
9
Ice Pond Lane Advisers
New York
$2.16M +$2.03M +498,205 +2,347%
EA
10
Ecofin Advisors
United Kingdom
$2.14M +$383K +94,230 +22%
NI
11
Numeric Investors
Massachusetts
$1.64M -$232K -57,000 -13%
Millennium Management
12
Millennium Management
New York
$1.57M -$846K -208,125 -36%
Credit Agricole
13
Credit Agricole
France
$782K +$765K +188,115 New
Morgan Stanley
14
Morgan Stanley
New York
$722K -$1.34M -328,915 -65%
Renaissance Technologies
15
Renaissance Technologies
New York
$625K +$612K +150,500 New
DZ Bank
16
DZ Bank
Germany
$311K
Deutsche Bank
17
Deutsche Bank
Germany
$267K -$12.2K -3,000 -4%
CAM
18
ClariVest Asset Management
California
$222K
DTL
19
Dynamic Technology Lab
Singapore
$210K +$206K +50,710 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$209K -$303K -74,415 -60%
Ohio Public Employees Retirement System (OPERS)
21
Ohio Public Employees Retirement System (OPERS)
Ohio
$161K +$115K +28,180 +264%
Simplex Trading
22
Simplex Trading
Illinois
$153K +$144K +35,500 +2,328%
RA
23
Rational Advisors
New York
$71K -$48.8K -12,000 -41%
SEI Investments
24
SEI Investments
Pennsylvania
$71K +$18.7K +4,605 +37%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$58K +$56.3K +13,855 New

DQ Hedge Fund Activity: Q2 2017 in Review

33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Daqo New Energy (DQ) for Q2 2017, worth a combined $61.9M — up 8.3% from $57.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DQ and 8 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 13 added.

The largest buyer was Guggenheim Capital, adding an estimated $3.6M. The largest seller was Fidelity International, exiting entirely with an estimated $6.93M sold.

  • 33 institutional investors held Daqo New Energy (DQ) as of Q2 2017, down from 38 in Q1 2017.
  • Funds reported $61.9M of Daqo New Energy stock for Q2 2017, up 8.3% quarter-over-quarter.
  • 8 funds opened new Daqo New Energy positions in Q2 2017 and 13 closed out, a net change of -5 holders.
  • The largest Daqo New Energy buyer in Q2 2017 was Guggenheim Capital, an estimated $3.6M added.
  • The largest Daqo New Energy seller in Q2 2017 was Fidelity International, an estimated $6.93M sold.

Based on aggregated 13F filings for Q2 2017.