Dycom Industries
245 hedge funds and large institutions have $2.58B invested in Dycom Industries in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 101 reducing their positions, and 36 closing their positions.
46% more call options, than puts
Call options by funds: $7.73M | Put options by funds: $5.29M
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
0.08% more ownership
Funds ownership: 93.72% → 93.8% (+0.08%)
2% less capital invested
Capital invested by funds: $2.64B → $2.58B (-$60M)
5% less funds holding
Funds holding: 259 → 245 (-14)
19% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 101
28% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 36
Top Buyers
| 1 |
PP
Peconic Partners
New York
|
+$32.4M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$22.8M |
| 3 |
HAM
Honeycomb Asset Management
New York
|
+$15.6M |
| 4 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$11.6M |
| 5 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$7.4M |
Top Sellers
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$24.5M |
| 2 |
Goldman Sachs
New York
|
-$14.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$14M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$13.6M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.33M |
DY Hedge Fund Activity: Q2 2022 in Review
245 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dycom Industries (DY) for Q2 2022, worth a combined $2.58B — down 2.3% from $2.64B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of DY and 26 opened new positions — a net loss of 10 holders — while 101 trimmed existing stakes and 82 added.
The largest buyer was Peconic Partners, adding an estimated $32.4M. The largest seller was American Century Companies, cutting an estimated $24.5M.
- 245 institutional investors held Dycom Industries (DY) as of Q2 2022, down from 259 in Q1 2022.
- Funds reported $2.58B of Dycom Industries stock for Q2 2022, down 2.3% quarter-over-quarter.
- 26 funds opened new Dycom Industries positions in Q2 2022 and 36 closed out, a net change of -10 holders.
- The largest Dycom Industries buyer in Q2 2022 was Peconic Partners, an estimated $32.4M added.
- The largest Dycom Industries seller in Q2 2022 was American Century Companies, an estimated $24.5M sold.
Based on aggregated 13F filings for Q2 2022.