We are live on ! Find out more
DY icon

Dycom Industries
DY

292 hedge funds and large institutions have $3.95B invested in Dycom Industries in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 120 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $8.01M

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

19% more capital invested

Capital invested by funds: $3.32B → $3.95B (+$633M)

7% more funds holding

Funds holding: 273 → 292 (+19)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

3.42% less ownership

Funds ownership: 98.26% → 94.83% (-3.4%)

39% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 120

Holders
292
Holders Change
+19
Holders Change %
+6.96%
% of All Funds
4.21%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
45
Increased
73
Reduced
120
Closed
24
Calls
$18.2M
Puts
$8.01M
Net Calls
+$10.2M
Net Calls Change
+$8.63M

Top Buyers

Rank Fund Capital Flow
1
PP
Peconic Partners
New York
+$40.8M
2
Millennium Management
Millennium Management
New York
+$19.3M
3
DIA
Dana Investment Advisors
Wisconsin
+$12.8M
4
Franklin Resources
Franklin Resources
California
+$11.1M
5
AWAM
Appian Way Asset Management
New York
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$64.5M
2
Morgan Stanley
Morgan Stanley
New York
-$31.2M
3
BlackRock
BlackRock
New York
-$22.7M
4
Principal Financial Group
Principal Financial Group
Iowa
-$22.7M
5
American Century Companies
American Century Companies
Missouri
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Pension Plan Investment Board
101
Canada Pension Plan Investment Board
Ontario, Canada
$2.09M -$1.33M -10,808 -43%
IIM
102
Ironwood Investment Management
Massachusetts
$2.09M -$97.9K -795 -5%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$2.08M -$24.6K -200 -1%
TI
104
Trexquant Investment
Connecticut
$2.06M +$1.77M +14,368 New
CNAM
105
Campbell Newman Asset Management
Wisconsin
$2.04M +$40.6K +330 +2%
Stifel Financial
106
Stifel Financial
Missouri
$1.99M -$96.2K -781 -5%
OAM
107
Oppenheimer Asset Management
New York
$1.98M -$429K -3,483 -20%
Arrowstreet Capital
108
Arrowstreet Capital
Massachusetts
$1.96M +$1.68M +13,625 New
American Century Companies
109
American Century Companies
Missouri
$1.91M -$14.3M -116,454 -90%
YCM
110
Yousif Capital Management
Michigan
$1.91M -$155K -1,258 -9%
Comerica Bank
111
Comerica Bank
Texas
$1.85M -$157K -1,276 -9%
SOW
112
State of Wyoming
Wyoming
$1.81M +$1.27M +10,347 +457%
HSA
113
Hussman Strategic Advisors
Maryland
$1.81M +$1.55M +12,600 New
CAM
114
Cubic Asset Management
Massachusetts
$1.7M -$2.46K -20 -0.2%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$1.68M -$2.46K -20 -0.2%
DB
116
Danske Bank
Denmark
$1.68M +$1.44M +11,671 New
Aberdeen Group
117
Aberdeen Group
United Kingdom
$1.59M -$37K -300 -3%
TI
118
Tidal Investments
Wisconsin
$1.56M +$894K +7,254 +203%
EL
119
Envoi LLC
Minnesota
$1.53M – – –
VOYA Investment Management
120
VOYA Investment Management
Georgia
$1.45M -$171K -1,390 -12%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$1.45M +$61.6K +500 +5%
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$1.44M +$311K +2,527 +34%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$1.44M -$62.2K -505 -5%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$1.44M – – –
MSRPS
125
Maryland State Retirement & Pension System
Maryland
$1.41M -$11K -89 -0.8%
3 4
5
6 7

DY Hedge Fund Activity: Q1 2024 in Review

292 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dycom Industries (DY) for Q1 2024, worth a combined $3.95B — up 19% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DY positions and 24 closed out — a net gain of 21 holders — while 73 added to existing stakes and 120 trimmed.

The largest buyer was Peconic Partners, adding an estimated $40.8M. The largest seller was AllianceBernstein, cutting an estimated $64.5M.

  • 292 institutional investors held Dycom Industries (DY) as of Q1 2024, up from 273 in Q4 2023.
  • Funds reported $3.95B of Dycom Industries stock for Q1 2024, up 19% quarter-over-quarter.
  • 45 funds opened new Dycom Industries positions in Q1 2024 and 24 closed out, a net change of +21 holders.
  • The largest Dycom Industries buyer in Q1 2024 was Peconic Partners, an estimated $40.8M added.
  • The largest Dycom Industries seller in Q1 2024 was AllianceBernstein, an estimated $64.5M sold.

Based on aggregated 13F filings for Q1 2024.