L3VLUP

DD in the 13F filings

Dupont de Nemours Inc · CUSIPs 26614N102, 26614N201

Quarter end
30 Sep 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 31 Oct 2024
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 16 listed it in both
Shares listed
44,023,930
combined, among listed positions
Reported value
$3.9bn
combined, at the quarter end

Among the 94 comparable managers: 12 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing DD in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
MFS Investment Management16,324,500$1.5bn0.43%Trimmed-3,187,77212 Nov 2024 (the filing on sec.gov)
Invesco Ltd9,584,412$854m0.16%Trimmed-699,38312 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.3,139,003$280m0.24%Trimmed-1,174,50914 Nov 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc3,077,443$274munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Citadel Advisors LLC2,090,711$186munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP1,415,900$126m0.30%Added+461,40014 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC1,350,601$120m0.44%Added+254,16614 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC1,349,409$120m0.20%Added+338,68914 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP1,321,205$118m0.26%Added+736,07014 Nov 2024 (the filing on sec.gov)
Holocene Advisors LP960,920$86m0.35%Added+335,72214 Nov 2024 (the filing on sec.gov)
Man Group PLC689,440$61m0.16%Trimmed-239,65214 Nov 2024 (the filing on sec.gov)
Renaissance Technologies LLC621,863$55m0.08%Trimmed-218,80013 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC493,805$44m0.06%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP447,655$40munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Woodline Partners LP318,448$28m0.24%Added+67,63514 Nov 2024 (the filing on sec.gov)
Point72 Asset Management LP284,437$25m0.06%Trimmed-987,76314 Nov 2024 (the filing on sec.gov)
Glenview Capital Management LLC275,491$25m0.47%Newnew14 Nov 2024 (the filing on sec.gov)
GAMCO Investors Inc163,292$15m0.15%Trimmed-98814 Nov 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP71,511$6.4munder 0.1%Trimmed-95,51412 Nov 2024 (the filing on sec.gov)
Quantbot Technologies LP25,069$2.2m0.09%Addedn.a.13 Nov 2024 (the filing on sec.gov)
Dodge & Cox17,583$1.6munder 0.1%Held013 Nov 2024 (the filing on sec.gov)
ARK Investment Management LLC1,232$110kunder 0.1%Trimmed-41631 Oct 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
22 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

0102030402020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
DD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201921$7.9bnn.a.n.a.
Q3 201925$7.9bnn.a.n.a.
Q4 201932$6.4bnn.a.n.a.
Q1 202023$3.4bnn.a.n.a.
Q2 202026$5.9bnn.a.n.a.
Q3 202026$6.1bnn.a.n.a.
Q4 202026$8.9bnn.a.n.a.
Q1 202124$4.4bnn.a.n.a.
Q2 202124$4.0bnn.a.n.a.
Q3 202120$3.3bnn.a.n.a.
Q4 202119$4.4bnn.a.n.a.
Q1 202216$3.9bnn.a.n.a.
Q2 202217$3.0bnn.a.n.a.
Q3 202214$2.8bnn.a.n.a.
Q4 202220$10.6bnn.a.n.a.
Q1 202319$4.1bnn.a.n.a.
Q2 202318$4.1bnn.a.n.a.
Q3 202317$4.3bnn.a.n.a.
Q4 202318$3.6bn712
Q1 202416$3.6bn127
Q2 202420$3.5bn109
Q3 202422$3.9bn1210
Q4 202423$3.0bn1311
Q1 202527$2.9bn1611
Q2 202520$2.6bn1114
Q3 202522$2.7bn1212
Q4 202515$946m1622
Q1 202614$1.1bn1820
Q2 202610$834m431

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

DD and LIN →DD and GLW →DD and HWM →Choose a stock to compare with DD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own DD, latest filings →Back to the 13F Explorer →