Dycom Industries
621 hedge funds and large institutions have $14.1B invested in Dycom Industries in 2026 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 184 increasing their positions, 211 reducing their positions, and 50 closing their positions.
218% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 50
47% more capital invested
Capital invested by funds: $9.65B → $14.1B (+$4.5B)
20% more funds holding
Funds holding: 518 → 621 (+103)
1.9% less ownership
Funds ownership: 95.15% → 93.25% (-1.9%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
13% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 211
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
621 of the 8,349 institutional investors tracked by Wall St. Rank 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: 159 funds opened new DY positions and 50 closed out — a net gain of 109 holders — while 184 added to existing stakes and 211 trimmed.
The largest buyer was Peconic Partners, adding an estimated $144M. The largest seller was BlackRock, cutting an estimated $380M.
- 621 institutional investors held Dycom Industries (DY) as of Q2 2026, up from 518 in Q1 2026.
- Funds reported $14.1B of Dycom Industries stock for Q2 2026, up 47% quarter-over-quarter.
- 159 funds opened new Dycom Industries positions in Q2 2026 and 50 closed out, a net change of +109 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.