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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
PWM
301
Perigon Wealth Management
California
$143K
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$138K
WTC
303
WhitTier Trust Company
Nevada
$125K -$1.29K -27 -1%
AF
304
Advisornet Financial
Minnesota
$123K +$120K +2,522 New
TRCT
305
Tower Research Capital (TRC)
New York
$122K -$118K -2,473 -50%
MCM
306
McKinley Capital Management
Alaska
$117K -$82K -1,720 -42%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$108K -$3.96K -83 -4%
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$94K
EWM
309
Evercore Wealth Management
New York
$93K
QT
310
Quantbot Technologies
New York
$91K -$280K -5,883 -76%
CIM
311
Chiron Investment Management
New York
$89K -$8.1M -170,014 -99%
GWM
312
Geneos Wealth Management
Colorado
$79K -$2.38K -50 -3%
GT
313
Glenmede Trust
Pennsylvania
$77K
EMG
314
ETF Managers Group
New Jersey
$66K +$9.15K +192 +17%
HT
315
Heritage Trust
Oklahoma
$49K
BFEC
316
Benjamin F. Edwards & Company
Missouri
$49K +$47.7K +1,000 New
WT
317
Whittier Trust
California
$41K +$23.6K +496 +146%
CTC
318
Central Trust Company
Missouri
$40K
CMBA
319
C.M. Bidwell & Associates
Hawaii
$40K +$34.8K +730 +936%
ST
320
Smithfield Trust
Pennsylvania
$35K +$3.81K +80 +13%
SWM
321
SeaCrest Wealth Management
New York
$34K +$33.4K +700 New
Barrow, Hanley, Mewhinney & Strauss
322
Barrow, Hanley, Mewhinney & Strauss
Texas
$33K
BWP
323
Baldwin Wealth Partners
Massachusetts
$24K
ME
324
McIlrath & Eck
Washington
$24K +$23.1K +485 New
BBHC
325
Brown Brothers Harriman & Co
New York
$21K +$4.91K +103 +32%

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.