We are live on ! Find out more
DCI icon

Donaldson
DCI

368 hedge funds and large institutions have $5.02B invested in Donaldson in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

9% more funds holding

Funds holding: 337 → 368 (+31)

7% more capital invested

Capital invested by funds: $4.69B → $5.02B (+$326M)

0.31% more ownership

Funds ownership: 78.62% → 78.93% (+0.31%)

6% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 126

Holders
368
Holders Change
+31
Holders Change %
+9.2%
% of All Funds
8.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
57
Increased
119
Reduced
126
Closed
24
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
-$67K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$67.8M
2
ACM
Atlanta Capital Management
Georgia
+$18.8M
3
BlackRock
BlackRock
New York
+$7.74M
4
APG Asset Management
APG Asset Management
Netherlands
+$7.68M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$7.19M

Top Sellers

1
NFA
Nationwide Fund Advisors
Ohio
-$21.2M
2
American Century Companies
American Century Companies
Missouri
-$14M
3
Millennium Management
Millennium Management
New York
-$11.6M
4
JIM
Jupiter Investment Management
United Kingdom
-$10.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
226
AMP Capital Investors
Australia
$590K -$806K -16,900 -58%
GLA
227
Great Lakes Advisors
Illinois
$583K +$10.7K +224 +2%
NSAM
228
North Star Asset Management
Wisconsin
$565K -$9.53K -200 -2%
SCA
229
Snowden Capital Advisors
New York
$562K +$68.5K +1,436 +14%
SW
230
SVB Wealth
Massachusetts
$558K -$10.2K -215 -2%
SCM
231
Stevens Capital Management
Pennsylvania
$516K +$502K +10,541 New
SOADOR
232
State of Alaska Department of Revenue
Alaska
$512K +$500K +10,480 New
XK
233
Xact Kapitalforvaltning
Sweden
$511K +$497K +10,432 New
SCM
234
Sterling Capital Management
North Carolina
$494K +$57.2K +1,200 +13%
OC
235
Oppenheimer & Co
New York
$489K +$257K +5,396 +117%
Marshall Wace
236
Marshall Wace
United Kingdom
$489K +$476K +9,992 New
SCM
237
Shelton Capital Management
Colorado
$488K – – –
KFS
238
Kurt F. Somerville
$472K +$460K +9,650 New
TAM
239
Tyers Asset Management
Texas
$471K +$73.2K +1,536 +19%
Verition Fund Management
240
Verition Fund Management
Connecticut
$470K -$816K -17,128 -64%
LWCFA
241
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$467K – – –
WAM
242
World Asset Management
Michigan
$464K -$27.5K -576 -6%
FMT
243
First Mercantile Trust
Tennessee
$440K -$61.1K -1,282 -12%
LTFS
244
Ladenburg Thalmann Financial Services
Florida
$433K -$26.8K -562 -6%
HTHT
245
Hemenway Trust Hemenway Trust
New Hampshire
$421K -$23.8K -500 -5%
SDIC
246
South Dakota Investment Council
South Dakota
$411K -$66.7K -1,400 -14%
LIA
247
LS Investment Advisors
Michigan
$403K -$101K -2,113 -20%
IR
248
Invictus RG
Bermuda
$402K +$392K +8,217 New
LNWWM
249
Laird Norton Wetherby Wealth Management
California
$397K +$3.29K +69 +0.9%
BF
250
BOK Financial
Oklahoma
$391K -$129K -2,700 -25%
8 9
10
11 12

DCI Hedge Fund Activity: Q4 2017 in Review

368 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2017, worth a combined $5.02B — up 7% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DCI positions and 24 closed out — a net gain of 33 holders — while 119 added to existing stakes and 126 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $67.8M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $21.2M sold.

  • 368 institutional investors held Donaldson (DCI) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.02B of Donaldson stock for Q4 2017, up 7% quarter-over-quarter.
  • 57 funds opened new Donaldson positions in Q4 2017 and 24 closed out, a net change of +33 holders.
  • The largest Donaldson buyer in Q4 2017 was Janus Henderson Group, an estimated $67.8M added.
  • The largest Donaldson seller in Q4 2017 was Nationwide Fund Advisors, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2017.