We are live on ! Find out more
DCI icon

Donaldson

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: 34 (+1)

9% more funds holding

Funds holding: 337368 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
251
Ingalls & Snyder LLC
New York
$389K
JG
252
Jefferies Group
New York
$379K -$500K -10,494 -58%
CW
253
Cobiz Wealth
Colorado
$361K -$18.1K -380 -5%
LPL Financial
254
LPL Financial
California
$357K +$348K +7,295 New
GAM
255
Gould Asset Management
California
$343K
Zurich Cantonal Bank
256
Zurich Cantonal Bank
Switzerland
$333K +$100K +2,102 +45%
BCM
257
Bayesian Capital Management
New York
$333K +$325K +6,810 New
RCM
258
Riverhead Capital Management
Delaware
$328K +$52.4K +1,100 +20%
AQR Capital Management
259
AQR Capital Management
Connecticut
$320K +$7.82K +164 +3%
SM
260
Sciencast Management
New Jersey
$311K -$346K -7,248 -54%
Jane Street
261
Jane Street
New York
$307K -$8.44K -177 -3%
WB
262
WesBanco Bank
West Virginia
$307K -$7.82K -164 -3%
SFM
263
Soros Fund Management
New York
$303K +$296K +6,200 New
GC
264
Guggenheim Capital
Illinois
$298K -$31.4K -659 -10%
RGC
265
Roberts, Glore & Co
Illinois
$298K
FDCC
266
Foster Dykema Cabot & Co
Massachusetts
$294K
BC
267
Burney Company
Virginia
$292K
FAAS
268
First Allied Advisory Services
California
$286K +$1.24K +26 +0.4%
DADC
269
D.A. Davidson & Co
Montana
$283K -$7.48K -157 -3%
RM
270
Resource Management
Louisiana
$281K +$286K +6,000 New
RC
271
RegentAtlantic Capital
New Jersey
$273K
Tudor Investment Corp
272
Tudor Investment Corp
Connecticut
$269K +$22.6K +475 +9%
AI
273
Accredited Investors
Minnesota
$259K +$252K +5,296 New
SFG
274
SNS Financial Group
Minnesota
$253K +$246K +5,168 New
GCA
275
Gideon Capital Advisors
New York
$246K +$240K +5,026 New

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.