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Dycom Industries

226 hedge funds and large institutions have $1.63B invested in Dycom Industries in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

23% more capital invested

Capital invested by funds: $1.32B → $1.63B (+$305M)

15% more call options, than puts

Call options by funds: $8.06M | Put options by funds: $6.99M

7% more funds holding

Funds holding: 211226 (+15)

4.93% less ownership

Funds ownership: 102.23%97.31% (-4.9%)

28% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 88

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
226
Holders Change
+15
Holders Change %
+7.11%
% of All Funds
4.56%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
40
Increased
63
Reduced
88
Closed
24
Calls
$8.06M
Puts
$6.99M
Net Calls
+$1.06M
Net Calls Change
-$5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$223M -$4.08M -84,109 -2%
BlackRock
2
BlackRock
New York
$183M -$9.55M -197,172 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$155M -$30.6M -632,249 -18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$148M -$2.81M -57,987 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$94.7M +$1M +20,709 +1%
SAM
6
Southernsun Asset Management
Tennessee
$53M -$12.1M -249,025 -20%
ACB
7
Aristotle Capital Boston
Massachusetts
$50.6M +$1.84M +37,996 +4%
State Street
8
State Street
Massachusetts
$50.4M -$1.29M -26,698 -3%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$43.4M +$3.08M +63,511 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$37.3M +$4.09M +84,454 +14%
American Century Companies
11
American Century Companies
Missouri
$33.4M -$1.28M -26,509 -4%
Invesco
12
Invesco
Georgia
$27.6M +$75.2K +1,551 +0.3%
Northern Trust
13
Northern Trust
Illinois
$27.4M -$1.28M -26,439 -5%
ICOM
14
Investment Counselors of Maryland
Maryland
$24.8M +$2.89M +59,700 +15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$23.4M -$348K -7,178 -2%
AAM
16
ACK Asset Management
Connecticut
$20.3M -$2.38M -49,075 -9%
Charles Schwab
17
Charles Schwab
California
$19.7M -$802K -16,557 -4%
Ameriprise
18
Ameriprise
Minnesota
$15.3M -$853K -17,605 -6%
CIP
19
Chartwell Investment Partners
Pennsylvania
$15.2M -$287K -5,931 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$14.8M +$9.66M +199,325 +245%
SGCIA
21
Smith Graham & Co Investment Advisors
Texas
$13.9M -$196K -4,040 -2%
SIC
22
Salem Investment Counselors
North Carolina
$13.4M +$404K +8,340 +3%
GT
23
Glenmede Trust
Pennsylvania
$12M -$1.72M -35,579 -14%
SEI Investments
24
SEI Investments
Pennsylvania
$11.7M +$821K +16,942 +8%
Norges Bank
25
Norges Bank
Norway
$11.1M -$6.36M -131,207 -39%

DY Hedge Fund Activity: Q3 2020 in Review

226 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dycom Industries (DY) for Q3 2020, worth a combined $1.63B — up 23% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DY positions and 24 closed out — a net gain of 16 holders — while 63 added to existing stakes and 88 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $9.66M. The largest seller was Wellington Management Group, cutting an estimated $30.6M.

  • 226 institutional investors held Dycom Industries (DY) as of Q3 2020, up from 211 in Q2 2020.
  • Funds reported $1.63B of Dycom Industries stock for Q3 2020, up 23% quarter-over-quarter.
  • 40 funds opened new Dycom Industries positions in Q3 2020 and 24 closed out, a net change of +16 holders.
  • The largest Dycom Industries buyer in Q3 2020 was Citadel Advisors, an estimated $9.66M added.
  • The largest Dycom Industries seller in Q3 2020 was Wellington Management Group, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2020.