Dycom Industries
324 hedge funds and large institutions have $4.7B invested in Dycom Industries in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 107 increasing their positions, 109 reducing their positions, and 31 closing their positions.
113% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 31
19% more capital invested
Capital invested by funds: $3.95B → $4.7B (+$750M)
11% more funds holding
Funds holding: 292 → 324 (+32)
0.93% more ownership
Funds ownership: 94.83% → 95.76% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
2% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 109
4% less call options, than puts
Call options by funds: $24.5M | Put options by funds: $25.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$114M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.9M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$23.8M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$15.8M |
| 5 |
Renaissance Technologies
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$100M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$25.5M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$24.3M |
| 4 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$20.3M |
| 5 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$15.2M |
DY Hedge Fund Activity: Q2 2024 in Review
324 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dycom Industries (DY) for Q2 2024, worth a combined $4.7B — up 19% from $3.95B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new DY positions and 31 closed out — a net gain of 35 holders — while 107 added to existing stakes and 109 trimmed.
The largest buyer was Cresset Asset Management, opening a new position worth an estimated $114M. The largest seller was AllianceBernstein, cutting an estimated $100M.
- 324 institutional investors held Dycom Industries (DY) as of Q2 2024, up from 292 in Q1 2024.
- Funds reported $4.7B of Dycom Industries stock for Q2 2024, up 19% quarter-over-quarter.
- 66 funds opened new Dycom Industries positions in Q2 2024 and 31 closed out, a net change of +35 holders.
- The largest Dycom Industries buyer in Q2 2024 was Cresset Asset Management, an estimated $114M added.
- The largest Dycom Industries seller in Q2 2024 was AllianceBernstein, an estimated $100M sold.
Based on aggregated 13F filings for Q2 2024.