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Donaldson

348 hedge funds and large institutions have $4.58B invested in Donaldson in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 125 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 116

1% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $1M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.63% less ownership

Funds ownership: 78.93%78.3% (-0.63%)

5% less funds holding

Funds holding: 368348 (-20)

9% less capital invested

Capital invested by funds: $5.02B → $4.58B (-$436M)

37% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 43

Holders
348
Holders Change
-20
Holders Change %
-5.43%
% of All Funds
7.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
125
Reduced
116
Closed
43
Calls
$1.01M
Puts
$1M
Net Calls
+$8K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
226
Great Lakes Advisors
Illinois
$406K -$138K -2,890 -24%
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$406K +$11.6K +243 +3%
PG
228
PEAK6 Group
Illinois
$406K +$432K +9,012 New
LPL Financial
229
LPL Financial
California
$396K +$72.1K +1,505 +21%
SDIC
230
South Dakota Investment Council
South Dakota
$378K
BF
231
BOK Financial
Oklahoma
$372K +$14.1K +294 +4%
WAM
232
World Asset Management
Michigan
$371K -$60.2K -1,257 -13%
LNWWM
233
Laird Norton Wetherby Wealth Management
California
$365K
ISL
234
Ingalls & Snyder LLC
New York
$358K
Zurich Cantonal Bank
235
Zurich Cantonal Bank
Switzerland
$355K +$52.1K +1,087 +16%
HTHT
236
Hemenway Trust Hemenway Trust
New Hampshire
$342K -$47.9K -1,000 -12%
LIA
237
LS Investment Advisors
Michigan
$339K -$34.5K -720 -9%
IFAM
238
Institutional & Family Asset Management
Colorado
$324K +$344K +7,192 New
CSS
239
Cubist Systematic Strategies
Connecticut
$317K -$1.2M -25,085 -78%
GAM
240
Gould Asset Management
California
$315K
RCM
241
Riverhead Capital Management
Delaware
$307K +$4.79K +100 +1%
CW
242
Cobiz Wealth
Colorado
$303K -$31.1K -650 -9%
KI
243
Koch Industries
Kansas
$299K -$513K -10,722 -62%
WB
244
WesBanco Bank
West Virginia
$292K +$9.87K +206 +3%
GC
245
Guggenheim Capital
Illinois
$281K +$7.04K +147 +2%
FDCC
246
Foster Dykema Cabot & Co
Massachusetts
$270K
RM
247
Resource Management
Louisiana
$270K
RGC
248
Roberts, Glore & Co
Illinois
$268K -$6.7K -140 -2%
BC
249
Burney Company
Virginia
$268K
FAAS
250
First Allied Advisory Services
California
$263K

DCI Hedge Fund Activity: Q1 2018 in Review

348 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2018, worth a combined $4.58B — down 8.7% from $5.02B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of DCI and 27 opened new positions — a net loss of 16 holders — while 116 trimmed existing stakes and 125 added.

The largest buyer was Janus Henderson Group, adding an estimated $60.5M. The largest seller was Arrowstreet Capital, cutting an estimated $28.7M.

  • 348 institutional investors held Donaldson (DCI) as of Q1 2018, down from 368 in Q4 2017.
  • Funds reported $4.58B of Donaldson stock for Q1 2018, down 8.7% quarter-over-quarter.
  • 27 funds opened new Donaldson positions in Q1 2018 and 43 closed out, a net change of -16 holders.
  • The largest Donaldson buyer in Q1 2018 was Janus Henderson Group, an estimated $60.5M added.
  • The largest Donaldson seller in Q1 2018 was Arrowstreet Capital, an estimated $28.7M sold.

Based on aggregated 13F filings for Q1 2018.