Dycom Industries
259 hedge funds and large institutions have $2.64B invested in Dycom Industries in 2022 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 94 reducing their positions, and 25 closing their positions.
142% more call options, than puts
Call options by funds: $7.47M | Put options by funds: $3.09M
76% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 25
7% more funds holding
Funds holding: 241 → 259 (+18)
2.35% more ownership
Funds ownership: 91.37% → 93.72% (+2.4%)
2% more capital invested
Capital invested by funds: $2.58B → $2.64B (+$61.1M)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
9% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Peconic Partners
New York
|
+$41.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$15.4M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$10.3M |
| 4 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
+$10.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$8.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$52.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$16.8M |
| 3 |
Goldman Sachs
New York
|
-$9.57M |
| 4 |
AFR
Applied Fundamental Research
Cambridge,
Massachusetts
|
-$6.82M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EVM
276
Eaton Vance Management
Boston,
Massachusetts
| – | -$47K | -496 | Closed |
|
|
PHK
277
Point72 Hong Kong
Hong Kong
| – | -$29K | -313 | Closed |
|
|
AIM
278
Anchor Investment Management
Columbia,
South Carolina
| – | -$9.38K | -100 | Closed |
|
|
DFCM
279
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$9K | -97 | Closed |
|
|
ACM
280
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$844 | -9 | Closed |
|
|
MP
281
McDonald Partners
Cleveland,
Ohio
| – | -$844 | -9 | Closed |
|
282
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -6 | Closed |
|
|
SIC
283
SJS Investment Consulting
Sylvania,
Ohio
| – | +$183 | +2 | New |
|
DY Hedge Fund Activity: Q1 2022 in Review
259 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dycom Industries (DY) for Q1 2022, worth a combined $2.64B — up 2.4% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DY positions and 25 closed out — a net gain of 19 holders — while 86 added to existing stakes and 94 trimmed.
The largest buyer was Peconic Partners, adding an estimated $41.2M. The largest seller was Wellington Management Group, cutting an estimated $52.2M.
- 259 institutional investors held Dycom Industries (DY) as of Q1 2022, up from 241 in Q4 2021.
- Funds reported $2.64B of Dycom Industries stock for Q1 2022, up 2.4% quarter-over-quarter.
- 44 funds opened new Dycom Industries positions in Q1 2022 and 25 closed out, a net change of +19 holders.
- The largest Dycom Industries buyer in Q1 2022 was Peconic Partners, an estimated $41.2M added.
- The largest Dycom Industries seller in Q1 2022 was Wellington Management Group, an estimated $52.2M sold.
Based on aggregated 13F filings for Q1 2022.