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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
CTC
301
Central Trust Company
Missouri
$36K
ST
302
Smithfield Trust
Pennsylvania
$33K
SWM
303
SeaCrest Wealth Management
New York
$32K
Barrow, Hanley, Mewhinney & Strauss
304
Barrow, Hanley, Mewhinney & Strauss
Texas
$31K
PHK
305
Point72 Hong Kong
Hong Kong
$24K +$15.3K +320 +154%
BWP
306
Baldwin Wealth Partners
Massachusetts
$23K
ME
307
McIlrath & Eck
Washington
$22K
MFW
308
Mosaic Family Wealth
Missouri
$21K +$14.6K +305 +191%
SF
309
Synovus Financial
Georgia
$21K +$21.8K +455 New
IA
310
IFP Advisors
Florida
$19K
GAM
311
Gemmer Asset Management
California
$17K
IP
312
Isthmus Partners
Wisconsin
$15K
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$14K
PK
314
Pflug Koory
Nebraska
$14K
PCP
315
Proficio Capital Partners
Massachusetts
$14K
OWA
316
One Wealth Advisors
California
$13K -$958 -20 -7%
CCM
317
Covington Capital Management
California
$13K
TL
318
TrueWealth LLC
Georgia
$10K
AF
319
Arrow Financial
New York
$9K
PA
320
Parallel Advisors
California
$9K
TCM
321
TD Capital Management
Tennessee
$9K
RE
322
RBC Europe
United Kingdom
$8.83K
JCM
323
Jacobi Capital Management
Pennsylvania
$8K
VCM
324
Versant Capital Management
Arizona
$7K
QCG
325
Quadrant Capital Group
Ohio
$6K

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.