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Dycom Industries

312 hedge funds and large institutions have $2.87B invested in Dycom Industries in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 84 increasing their positions, 124 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 24

138% more funds holding in top 10

Funds holding in top 10: 819 (+11)

34% more capital invested

Capital invested by funds: $2.15B → $2.87B (+$720M)

20% more funds holding

Funds holding: 261312 (+51)

0.27% less ownership

Funds ownership: 102.13%101.86% (-0.27%)

31% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $21M

32% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 124

Holders
312
Holders Change
+51
Holders Change %
+19.54%
% of All Funds
8.32%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.51%
New
78
Increased
84
Reduced
124
Closed
24
Calls
$14.5M
Puts
$21M
Net Calls
-$6.53M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$226M -$5.24M -69,410 -3%
PP
2
Peconic Partners
New York
$177M +$3.65M +48,270 +3%
BFA
3
BlackRock Fund Advisors
California
$176M -$7.33M -97,057 -5%
HA
4
Homestead Advisers
Virginia
$153M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$115M -$48.5M -642,012 -33%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$109M -$3.24M -42,925 -3%
YCMGA
7
York Capital Management Global Advisors
New York
$89.6M -$14.7M -194,373 -16%
CCI
8
Columbus Circle Investors
$75M +$4.42M +58,538 +8%
BIT
9
BlackRock Institutional Trust
California
$69M -$6.44M -85,275 -10%
Invesco
10
Invesco
Georgia
$61.4M -$21.9M -289,388 -30%
State Street
11
State Street
Massachusetts
$57.6M -$2.09M -27,682 -4%
NCGI
12
Next Century Growth Investors
Minnesota
$53.1M +$14.1M +186,324 +46%
AllianceBernstein
13
AllianceBernstein
Tennessee
$51.2M -$12.3M -163,400 -22%
O
14
OppenheimerFunds
New York
$45.6M +$8.62M +114,115 +29%
Wells Fargo
15
Wells Fargo
California
$45.3M +$3.32M +43,950 +10%
HAI
16
Hennessy Advisors Inc
California
$41.4M +$997K +13,200 +3%
Northern Trust
17
Northern Trust
Illinois
$40.4M -$1.73M -22,864 -5%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$39.2M -$4.8M -63,600 -13%
AAM
19
ACK Asset Management
Connecticut
$36M +$378K +5,000 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$35.8M -$3.89M -51,457 -11%
Goldman Sachs
21
Goldman Sachs
New York
$35.3M +$3.43M +45,380 +13%
1SAMC
22
12th Street Asset Management Company
Tennessee
$32.7M +$2.99M +39,597 +12%
Principal Financial Group
23
Principal Financial Group
Iowa
$31.6M -$818K -10,826 -3%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$31.6M -$3.11M -41,160 -10%
HighTower Advisors
25
HighTower Advisors
Illinois
$27.7M -$10M -132,741 -30%

DY Hedge Fund Activity: Q2 2016 in Review

312 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Dycom Industries (DY) for Q2 2016, worth a combined $2.87B — up 34% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new DY positions and 24 closed out — a net gain of 54 holders — while 84 added to existing stakes and 124 trimmed.

The largest buyer was Emerald Advisers, opening a new position worth an estimated $15.5M. The largest seller was Dimensional Fund Advisors, cutting an estimated $48.5M.

  • 312 institutional investors held Dycom Industries (DY) as of Q2 2016, up from 261 in Q1 2016.
  • Funds reported $2.87B of Dycom Industries stock for Q2 2016, up 34% quarter-over-quarter.
  • 78 funds opened new Dycom Industries positions in Q2 2016 and 24 closed out, a net change of +54 holders.
  • The largest Dycom Industries buyer in Q2 2016 was Emerald Advisers, an estimated $15.5M added.
  • The largest Dycom Industries seller in Q2 2016 was Dimensional Fund Advisors, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2016.