DY Dycom Industries, Inc.

NYSE
$286.83

Dycom Industries, Inc. (DY) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+9.09
24 buyers / 20 sellers
MIXED
Funds compared
45
funds with comparable DY positions
40 current holders · 33 prior-quarter holders
Net share change
+484.5K
+985.4K added, -500.9K cut
Position activity
12 new 12 increased 15 reduced 5 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Cartenna Capital Long/Short New +80.0K — $40.4M 1.5% 66
Peconic Partners Long/Short Value Increased +330.0K +8.0% $166.8M 29.9% 65
Rokos Capital Management Macro Sold Out -38.0K -100.0% $19.2M 0.0% 61
MARSHALL WACE, LLP Long/Short New +43.5K — $22.0M 0.0% 60
LMR Partners Event Quant New +93.6K — $47.3M 0.6% 60
Weiss Asset Management Event Quant New +28.0K — $14.2M 0.2% 59
TWO SIGMA INVESTMENTS, LP Quant New +18.1K — $9.1M 0.0% 59
Balyasny Asset Management L.P. Sold Out -1.5K -100.0% $762.4K 0.0% 57
Gotham Asset Management, LLC Quant Value Sold Out -2.3K -100.0% $1.2M 0.0% 56
CITADEL ADVISORS LLC Quant Increased +79.2K +105.9% $40.0M 0.1% 56

Most significant buyers

By move score, not size.

  • Cartenna Capital New · +80.0K
  • Peconic Partners Increased · +330.0K
  • MARSHALL WACE, LLP New · +43.5K
  • LMR Partners New · +93.6K
  • Weiss Asset Management New · +28.0K

Most significant sellers

By move score, not size.

  • Rokos Capital Management Sold Out · -38.0K
  • Balyasny Asset Management L.P. Sold Out · -1.5K
  • Gotham Asset Management, LLC Sold Out · -2.3K
  • Verition Fund Management Sold Out · -3.5K
  • Voleon Capital Management Sold Out · -1.1K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Cartenna Capital 2 80.0K 0 +80.0K — 1.5% New 66
Peconic Partners 1 4.4M 4.1M +330.0K +8.0% 29.9% Increased 65
Rokos Capital Management 2 0 38.0K -38.0K -100.0% 0.0% Sold Out 61
MARSHALL WACE, LLP 2 43.5K 0 +43.5K — 0.0% New 60
LMR Partners 3 93.6K 0 +93.6K — 0.6% New 60
Weiss Asset Management 2 28.0K 0 +28.0K — 0.2% New 59
TWO SIGMA INVESTMENTS, LP 2 18.1K 0 +18.1K — 0.0% New 59
Balyasny Asset Management L.P. 2 0 1.5K -1.5K -100.0% 0.0% Sold Out 57
Gotham Asset Management, LLC 2 0 2.3K -2.3K -100.0% 0.0% Sold Out 56
CITADEL ADVISORS LLC 1 154.0K 74.8K +79.2K +105.9% 0.1% Increased 56
Verition Fund Management 2 0 3.5K -3.5K -100.0% 0.0% Sold Out 56
Squarepoint Ops LLC 2 152.6K 44.3K +108.3K +244.5% 0.2% Increased 55
Hudson Bay Capital Management 3 5.4K 0 +5.4K — 0.0% New 55
Aristeia Capital 2 614 0 +614 — 0.0% New 54
Jain Global 3 68.1K 2.9K +65.2K +2250.9% 0.5% Increased 52
Graham Capital Management 3 8.2K 0 +8.2K — 0.2% New 52
ExodusPoint Capital Management 3 61.0K 21.7K +39.3K +180.6% 0.3% Increased 52
Voleon Capital Management 3 0 1.1K -1.1K -100.0% 0.0% Sold Out 51
Trexquant Investment 3 1.0K 0 +1.0K — 0.0% New 51
Aquatic Capital Management 4 4.0K 0 +4.0K — 0.1% New 50
Parallax Volatility Advisers 3 799 0 +799 — 0.0% New 50
D. E. Shaw & Co., Inc. 1 17.7K 60.2K -42.5K -70.6% 0.0% Reduced 48
Centiva Capital 4 1.6K 0 +1.6K — 0.0% New 48
Schonfeld Strategic Advisors 3 19.2K 8.8K +10.5K +119.7% 0.1% Increased 47
Brevan Howard Capital Management 3 5.9K 788 +5.1K +650.1% 0.1% Increased 46
Man Group 3 4.7K 25.3K -20.6K -81.5% 0.0% Reduced 45
Walleye Capital 3 13.2K 58.4K -45.2K -77.4% 0.1% Reduced 44
Capstone Investment Advisors 3 1.1K 6.0K -4.8K -80.8% 0.0% Reduced 44
Qube Research & Technologies Ltd 2 19.0K 50.3K -31.3K -62.2% 0.0% Reduced 44
Winton Group 4 1.6K 600 +1.0K +173.3% 0.0% Increased 42
Point72 Asset Management, L.P. 1 178.6K 131.2K +47.3K +36.1% 0.1% Increased 42
MILLENNIUM MANAGEMENT LLC 2 593.7K 805.8K -212.1K -26.3% 0.2% Reduced 42
Y-Intercept 4 19.8K 11.0K +8.7K +79.0% 0.2% Increased 40
Bridgewater Associates 1 20.9K 26.9K -6.0K -22.4% 0.1% Reduced 38
Alyeska Investment Group, L.P. 2 280.5K 354.2K -73.7K -20.8% 0.4% Reduced 36
Magnetar Capital 2 643 1.3K -632 -49.6% 0.0% Reduced 36
RENAISSANCE TECHNOLOGIES LLC 1 40.9K 36.2K +4.6K +12.8% 0.0% Increased 33
Engineers Gate 4 9.7K 18.6K -8.9K -47.6% 0.1% Reduced 31
CastleKnight Management 3 2.2K 3.8K -1.6K -42.1% 0.0% Reduced 30
Caxton Associates 3 6.8K 5.6K +1.2K +21.7% 0.1% Increased 28
Boothbay Fund Management 4 16.0K 19.5K -3.5K -18.1% 0.2% Reduced 25
AQR Capital Management 3 36.6K 39.6K -3.1K -7.8% 0.0% Reduced 24
Armistice Capital 3 806 865 -59 -6.8% 0.0% Reduced 23
Quantbot Technologies 4 6.8K 7.2K -425 -5.9% 0.1% Reduced 16
Hill City Capital 1 1.0M 1.0M 0 +0.0% 12.5% Unchanged 47

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.