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Drilling Tools International

21 hedge funds and large institutions have $3.7M invested in Drilling Tools International in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $3.38M → $3.7M (+$314K)

5% more funds holding

Funds holding: 2021 (+1)

0.98% more ownership

Funds ownership: 2.91%3.9% (+0.98%)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
Solidarity Wealth
Utah
$887K +$709K +198,020 +250%
FW
2
FirstPurpose Wealth
Utah
$834K +$501K +140,000 +116%
SCM
3
Saba Capital Management
New York
$274K -$59.7K -16,667 -16%
SCM
4
Shaolin Capital Management
Florida
$234K -$7.11K -1,987 -3%
CIA
5
Concurrent Investment Advisors
Florida
$208K +$233K +65,000 New
SRCM
6
Sage Rock Capital Management
New York
$195K +$716 +200 +0.3%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$191K
GRP
8
Global Retirement Partners
California
$146K
Renaissance Technologies
9
Renaissance Technologies
New York
$139K +$155K +43,300 New
FLC
10
Fifth Lane Capital
Texas
$128K -$39K -10,909 -21%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$115K
Vanguard Group
12
Vanguard Group
Pennsylvania
$110K +$123K +34,328 New
KL
13
KIM LLC
Kansas
$79.8K
YCM
14
Yakira Capital Management
Connecticut
$77.1K
YCM
15
Yaupon Capital Management
New York
$33K
MTCM
16
Mint Tower Capital Management
Netherlands
$21K
Morgan Stanley
17
Morgan Stanley
New York
$20.8K +$3K +838 +15%
TRCT
18
Tower Research Capital (TRC)
New York
$2.85K +$3.19K +890 New
Bank of America
19
Bank of America
North Carolina
$2.43K
Wells Fargo
20
Wells Fargo
California
$109 +$4 +1 +3%
HWA
21
HHM Wealth Advisors
Tennessee
$80
SIA
22
SkyView Investment Advisors
New Jersey
-$308K -79,000 Closed
LA
23
Linden Advisors
New York
-$216K -54,999 Closed
KPF
24
K2 Principal Fund
Ontario, Canada
-$101K -25,950 Closed

DTI Hedge Fund Activity: Q4 2023 in Review

21 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Drilling Tools International (DTI) for Q4 2023, worth a combined $3.7M — up 9.3% from $3.38M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DTI positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Solidarity Wealth, adding an estimated $709K. The largest seller was SkyView Investment Advisors, exiting entirely with an estimated $308K sold.

  • 21 institutional investors held Drilling Tools International (DTI) as of Q4 2023, up from 20 in Q3 2023.
  • Funds reported $3.7M of Drilling Tools International stock for Q4 2023, up 9.3% quarter-over-quarter.
  • 4 funds opened new Drilling Tools International positions in Q4 2023 and 3 closed out, a net change of +1 holder.
  • The largest Drilling Tools International buyer in Q4 2023 was Solidarity Wealth, an estimated $709K added.
  • The largest Drilling Tools International seller in Q4 2023 was SkyView Investment Advisors, an estimated $308K sold.

Based on aggregated 13F filings for Q4 2023.