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Donaldson

340 hedge funds and large institutions have $5.29B invested in Donaldson in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 110 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $5.2B → $5.29B (+$93.6M)

0.26% more ownership

Funds ownership: 81.34%81.59% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

3% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 113

2% less funds holding

Funds holding: 347340 (-7)

Holders
340
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
7.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
110
Reduced
113
Closed
35
Calls
$778K
Puts
Net Calls
+$778K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
226
Valtinson Bruner Financial Planning
Minnesota
$392K -$20.3K -400 -5%
RCM
227
Riverhead Capital Management
Delaware
$392K
KFS
228
Kurt F. Somerville
$387K -$14K -275 -3%
HB
229
Homrich & Berg
Georgia
$386K -$72K -1,417 -16%
IFAM
230
Institutional & Family Asset Management
Colorado
$381K
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$381K
FFN
232
Focus Financial Network
Minnesota
$370K
LPL Financial
233
LPL Financial
California
$368K +$3.46K +68 +0.9%
GAM
234
Gould Asset Management
California
$356K
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$353K -$417K -8,198 -54%
HTHT
236
Hemenway Trust Hemenway Trust
New Hampshire
$341K -$10.2K -200 -3%
PAG
237
Private Advisor Group
New Jersey
$336K +$335K +6,592 New
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$329K -$7.12K -140 -2%
LIA
239
LS Investment Advisors
Michigan
$317K -$32.9K -647 -9%
TA
240
TFG Advisers
Michigan
$315K +$712 +14 +0.2%
WB
241
WesBanco Bank
West Virginia
$314K
LNWWM
242
Laird Norton Wetherby Wealth Management
California
$311K
FDCC
243
Foster Dykema Cabot & Co
Massachusetts
$305K
RM
244
Resource Management
Louisiana
$305K
ZCM
245
Zebra Capital Management
Connecticut
$303K -$86.2K -1,695 -22%
SO
246
STRS Ohio
Ohio
$296K -$79.3K -1,559 -21%
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$288K +$288K +5,655 New
ST
248
Sabal Trust
Florida
$285K
BC
249
Burney Company
Virginia
$283K
BP
250
Ballentine Partners
Massachusetts
$282K +$38.5K +757 +16%

DCI Hedge Fund Activity: Q2 2019 in Review

340 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2019, worth a combined $5.29B — up 1.8% from $5.2B a quarter earlier.

Fund positioning in DCI was balanced in Q2 2019: 35 funds opened new positions, 35 closed out, 110 added to existing stakes and 113 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $16.4M. The largest seller was State Farm Mutual Automobile Insurance, cutting an estimated $25.2M.

  • 340 institutional investors held Donaldson (DCI) as of Q2 2019, down from 347 in Q1 2019.
  • Funds reported $5.29B of Donaldson stock for Q2 2019, up 1.8% quarter-over-quarter.
  • 35 funds opened new Donaldson positions in Q2 2019 and 35 closed out, a net change of 0 holders.
  • The largest Donaldson buyer in Q2 2019 was Nuveen, an estimated $16.4M added.
  • The largest Donaldson seller in Q2 2019 was State Farm Mutual Automobile Insurance, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2019.