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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
VAS
276
Vestmark Advisory Solutions
Massachusetts
$201K +$201K +3,958 New
EMG
277
ETF Managers Group
New Jersey
$186K +$23.9K +470 +15%
OAM
278
Oppenheimer Asset Management
New York
$172K +$1.37K +27 +0.8%
HPC
279
HM Payson & Co
Maine
$172K +$173K +3,396 New
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$168K -$21.2K -417 -11%
O
281
Ossiam
France
$150K +$150K +2,957 New
WTC
282
WhitTier Trust Company
Nevada
$128K
AG
283
Advisor Group
Arizona
$122K +$5.69K +112 +5%
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$103K
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$95K -$12.2K -240 -11%
RCAG
286
Rehmann Capital Advisory Group
Michigan
$86.3K -$1.22K -24 -1%
GAM
287
Griffin Asset Management
New York
$81K +$81.3K +1,600 New
DWA
288
Dougherty Wealth Advisers
Minnesota
$77K +$50.8K +1,000 +193%
PCG
289
Private Capital Group
Connecticut
$76K
ST
290
Smithfield Trust
Pennsylvania
$74K +$70.3K +1,383 +1,729%
MAM
291
Meeder Asset Management
Ohio
$66K +$66K +1,299 New
GWM
292
Geneos Wealth Management
Colorado
$65K
MA
293
MUFG Americas
New York
$64K -$10.2K -200 -14%
CFGS
294
Concourse Financial Group Securities
Alabama
$52K
WT
295
Whittier Trust
California
$52K
S
296
SignatureFD
Georgia
$49K
CAGAS
297
Capital Advisory Group Advisory Services
Minnesota
$44K
PA
298
Parallel Advisors
California
$43K
AIM
299
Advantage Investment Management
Iowa
$43K +$153 +3 +0.4%
QCG
300
Quadrant Capital Group
Ohio
$42K +$35.4K +696 +405%

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.