DYCOM INDS INC DY
COM · Common Stock · CUSIP 267475101 · ISIN US2674751019
- SectorIndustrials
- IndustryWater, Sewer, Pipeline, Comm & Power Line Construction
- HeadquartersWest Palm Beach, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.0m this quarter). Holder counts are more reliable. Shares outstanding: 29.1m as of 2024-02-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $143.24. Options: 11 managers hold calls ($18.2m notional), 8 hold puts ($8.0m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 277 |
| Q4 2022 | 257 |
| Q1 2023 | 270 |
| Q2 2023 | 259 |
| Q3 2023 | 245 |
| Q4 2023 | 274 |
| Q1 2024 | 293 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 116 | 145 |
| Q1 2023 | 150 | 128 |
| Q2 2023 | 106 | 148 |
| Q3 2023 | 103 | 150 |
| Q4 2023 | 127 | 115 |
| Q1 2024 | 117 | 142 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $18.0m | $20.9m | 1.16 |
| Q3 2023 | $13.2m | $10.0m | 0.76 |
| Q4 2023 | $11.5m | $9.9m | 0.86 |
| Q1 2024 | $18.2m | $8.0m | 0.44 |
Biggest buyers
| MORGAN STANLEY | Added | +358.7k |
| PECONIC PARTNERS LLC | Added | +330.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +156.9k |
| Dana Investment Advisors, Inc. | New | +103.5k |
| FRANKLIN RESOURCES INC | Added | +90.5k |
| Appian Way Asset Management LP | Added | +90.2k |
| FMR LLC | Added | +58.8k |
| Hill City Capital, LP | Added | +42.5k |
| Interval Partners, LP | New | +36.6k |
| Informed Momentum Co LLC | New | +35.2k |
Biggest sellers
| ALLIANCEBERNSTEIN L.P. | Reduced | -523.3k |
| BlackRock Inc. | Reduced | -184.7k |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -184.6k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -116.5k |
| Bank of New York Mellon Corp | Reduced | -108.5k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | Reduced | -102.9k |
| Weiss Multi-Strategy Advisers LLC | Sold out | -99.0k |
| Nuveen Asset Management, LLC | Reduced | -84.3k |
| DEUTSCHE BANK AG\ | Reduced | -69.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -62.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $6.7m46.9k shares |
| SIMPLEX TRADING, LLC | Added | $3.1m21.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.0m20.7k shares |
| IMC-Chicago, LLC | New | $2.5m17.6k shares |
| JANE STREET GROUP, LLC | New | $1.1m7.4k shares |
| WOLVERINE TRADING, LLC | Added | $631.5k4.4k shares |
| GROUP ONE TRADING LLC | New | $502.4k3.5k shares |
| Walleye Trading LLC | Reduced | $358.8k2.5k shares |
| PEAK6 Investments LLC | New | $200.9k1.4k shares |
| Walleye Capital LLC | Added | $129.2k900 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $3.8m26.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.0m14.2k shares |
| Walleye Trading LLC | Reduced | $932.9k6.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $459.3k3.2k shares |
| Walleye Capital LLC | Reduced | $315.8k2.2k shares |
| JANE STREET GROUP, LLC | New | $258.4k1.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $186.0k1.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -2.0 pts · filed 2026-07-28 | 9.1% |
| MILLENNIUM MANAGEMENT LLC 13G · passive investor +1.6 pts · filed 2026-10-07 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 2 | $12.9m | — |
| Q4 2022 | 0 | — | 3 | $729.8k | — |
| Q1 2023 | 0 | — | 2 | $1.3m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 2 | $286.2k | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 4.6m $653.3m | Reduced -184.7k |
| PECONIC PARTNERS LLC 22.92% of their portfolio | 3.6m $516.2m | Added +330.9k |
| VANGUARD GROUP INC 0.01% of their portfolio | 3.2m $458.7m | Added +12.4k |
| MILLENNIUM MANAGEMENT LLC 0.19% of their portfolio | 1.5m $220.3m | Added +156.9k |
| ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio | 1.2m $174.3m | Reduced -523.3k |
| STATE STREET CORP 0.01% of their portfolio | 1.1m $162.6m | Added +10.9k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 973.8k $139.8m | Reduced -35.1k |
| MORGAN STANLEY 0.00% of their portfolio | 917.8k $131.7m | Added +358.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 802.0k $115.1m | Reduced -184.6k |
| Hill City Capital, LP 6.82% of their portfolio | 644.8k $92.5m | Added +42.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 626.1k $89.9m | Added +17.8k |
| FMR LLC 0.01% of their portfolio | 569.3k $81.7m | Added +58.8k |
| ACK Asset Management LLC 8.95% of their portfolio | 535.5k $76.9m | Unchanged |
| Aristotle Capital Boston, LLC 2.02% of their portfolio | 462.7k $66.4m | Reduced -14.3k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 7.29% of their portfolio | 456.1k $65.5m | Reduced -102.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 417.4k $59.9m | Reduced -1.6k |
| NORGES BANK 0.01% of their portfolio | 322.5k $46.3m | Added +29.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 320.1k $45.9m | Added +31.4k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 4.19% of their portfolio | 318.2k $45.7m | Reduced -12.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 310.3k $44.5m | Reduced -5.6k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 249.4k $35.8m | Reduced -22.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 229.2k $32.9m | Reduced -108.5k |
| Appian Way Asset Management LP 9.29% of their portfolio | 197.4k $28.3m | Added +90.2k |
| Gryphon Financial Partners LLC 3.90% of their portfolio | 163.4k $23.5m | Reduced -418 |
| Schonfeld Strategic Advisors LLC 0.17% of their portfolio | 149.9k $21.5m | Reduced -61.7k |
| Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio | 143.2k $13.7m | Reduced -23.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 137.6k $19.8m | Reduced -6.7k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 136.4k $19.6m | Added +3.3k |
| Invesco Ltd. 0.00% of their portfolio | 132.1k $19.0m | Added +10.2k |
| GLENMEDE TRUST CO NA 0.09% of their portfolio | 120.7k $17.3m | Added +8.1k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 120.7k $17.3m | Reduced -12.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 111.6k $16.0m | Reduced -18.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 103.9k $14.9m | Reduced -84.3k |
| Dana Investment Advisors, Inc. 0.49% of their portfolio | 103.5k $14.9m | New |
| CHARTWELL INVESTMENT PARTNERS, LLC 0.51% of their portfolio | 101.9k $14.6m | Reduced -20.8k |
| Impax Asset Management Group plc 0.06% of their portfolio | 101.5k $14.6m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 95.2k $13.7m | Added +90.5k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 92.5k $13.3m | Added +34.1k |
| SCOUT INVESTMENTS, INC. 0.32% of their portfolio | 92.2k $12.9m | Reduced -5.8k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 90.4k $13.0m | Reduced -1 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 90.2k $12.9m | Reduced -458 |
| Applied Fundamental Research, LLC 9.06% of their portfolio | 85.3k $12.2m | Reduced -33.5k |
| Legal & General Group Plc 0.00% of their portfolio | 82.4k $11.8m | Added +401 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 71.6k $10.3m | Reduced -43.0k |
| PINNACLE ASSOCIATES LTD 0.15% of their portfolio | 65.0k $9.3m | Reduced -421 |
| Public Sector Pension Investment Board 0.06% of their portfolio | 60.1k $8.6m | Reduced -740 |
| Swiss National Bank 0.01% of their portfolio | 57.8k $8.3m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 52.3k $7.5m | Added +3.3k |
| TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio | 51.7k $7.4m | Added +6.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 44.3k $6.4m | Added +200 |
| First Washington CORP 2.29% of their portfolio | 41.7k $6.0m | Unchanged |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 40.7k $5.8m | Added +18.2k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 36.8k $5.3m | Added +23.1k |
| Interval Partners, LP 0.20% of their portfolio | 36.6k $5.2m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 35.9k $5.2m | Reduced -1.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 35.4k $5.1m | Reduced -1.2k |
| Informed Momentum Co LLC 0.79% of their portfolio | 35.2k $5.1m | New |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 33.2k $4.8m | New |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 33.0k $4.7m | Reduced -1.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 32.3k $4.6m | Added +8.0k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 31.5k $4.5m | Added +2.9k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 31.0k $4.4m | Added +842 |
| Callahan Advisors, LLC 0.46% of their portfolio | 30.5k $4.4m | Added +7.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 29.2k $4.2m | Reduced -1.6k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.30% of their portfolio | 29.0k $4.2m | Added +6.0k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 28.8k $4.1m | Reduced -503 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 28.7k $4.1m | Reduced -7.2k |
| GREAT LAKES ADVISORS, LLC 0.03% of their portfolio | 28.6k $4.1m | New |
| Man Group plc 0.01% of their portfolio | 28.6k $4.1m | Reduced -33.2k |
| BARCLAYS PLC 0.00% of their portfolio | 28.4k $4.1m | Reduced -19.7k |
| South Dakota Investment Council 0.08% of their portfolio | 26.1k $3.7m | Unchanged |
| TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio | 25.7k $3.7m | Added +337 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 25.6k $3.7m | Added +1.9k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 25.5k $3.7m | Reduced -687 |
| Pathstone Holdings, LLC 0.02% of their portfolio | 25.2k $3.6m | Added +20.3k |
| Advisors Asset Management, Inc. 0.07% of their portfolio | 24.2k $3.5m | Reduced -289 |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 24.1k $3.5m | Added +1.0k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 22.9k $3.3m | Reduced -2.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 22.8k $3.3m | Added +1.1k |
| ALGERT GLOBAL LLC 0.12% of their portfolio | 21.9k $3.1m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 21.5k $3.1m | Reduced -10.5k |
| ClariVest Asset Management LLC 0.30% of their portfolio | 20.3k $2.9m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 20.2k $2.9m | Added +342 |
| Federation des caisses Desjardins du Quebec 0.02% of their portfolio | 20.1k $2.3m | Unchanged |
| Schechter Investment Advisors, LLC 0.21% of their portfolio | 20.0k $2.9m | Reduced -276 |
| SALEM INVESTMENT COUNSELORS INC 0.09% of their portfolio | 19.7k $2.8m | Reduced -800 |
| Squarepoint Ops LLC 0.01% of their portfolio | 19.7k $2.8m | Added +1.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 19.5k $2.8m | Reduced -62.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 19.2k $2.8m | Reduced -3.0k |
| Hilton Capital Management, LLC 0.25% of their portfolio | 19.2k $2.8m | Added +10.8k |
| CITIGROUP INC 0.00% of their portfolio | 19.0k $2.7m | Added +822 |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 17.9k $2.6m | Reduced -173 |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.17% of their portfolio | 17.6k $2.5m | Added +11.4k |
| Radnor Capital Management, LLC 0.41% of their portfolio | 16.6k $2.4m | Unchanged |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 16.6k $2.4m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 15.8k $2.3m | Reduced -69.0k |
| Illinois Municipal Retirement Fund 0.03% of their portfolio | 15.7k $2.3m | Reduced -1.1k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 15.5k $2.2m | Reduced -138 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.03% of their portfolio | 14.8k $2.1m | Unchanged |
| MetLife Investment Management, LLC 0.01% of their portfolio | 14.8k $2.1m | Unchanged |