Dycom Industries
618 hedge funds and large institutions have $14.1B invested in Dycom Industries in 2026 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 184 increasing their positions, 209 reducing their positions, and 49 closing their positions.
227% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 49
47% more capital invested
Capital invested by funds: $9.65B → $14.1B (+$4.49B)
20% more funds holding
Funds holding: 517 → 618 (+101)
1.91% less ownership
Funds ownership: 95.12% → 93.22% (-1.9%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
12% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 209
41% less call options, than puts
Call options by funds: $137M | Put options by funds: $231M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Peconic Partners
New York
|
+$144M |
| 2 |
Jane Street
New York
|
+$97.6M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
+$71.7M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$68.1M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$62.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$380M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$133M |
| 3 |
Millennium Management
New York
|
-$92.7M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$78.7M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$74.2M |
DY Hedge Fund Activity: Q2 2026 in Review
618 institutional investors reported a position in Dycom Industries (DY) for Q2 2026, worth a combined $14.1B — up 47% from $9.65B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new DY positions and 49 closed out — a net gain of 111 holders — while 184 added to existing stakes and 209 trimmed.
The largest buyer was Peconic Partners, adding an estimated $144M. The largest seller was BlackRock, cutting an estimated $380M.
- 618 institutional investors held Dycom Industries (DY) as of Q2 2026, up from 517 in Q1 2026.
- Funds reported $14.1B of Dycom Industries stock for Q2 2026, up 47% quarter-over-quarter.
- 160 funds opened new Dycom Industries positions in Q2 2026 and 49 closed out, a net change of +111 holders.
- The largest Dycom Industries buyer in Q2 2026 was Peconic Partners, an estimated $144M added.
- The largest Dycom Industries seller in Q2 2026 was BlackRock, an estimated $380M sold.
Based on aggregated 13F filings for Q2 2026.