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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
CTC
301
Central Trust Company
Missouri
$39K
Nomura Asset Management
302
Nomura Asset Management
Japan
$36K +$36.1K +710 New
RTC
303
Riverview Trust Company
Washington
$31K
PCM
304
Penserra Capital Management
California
$30K -$6.15K -121 -17%
AF
305
Arrow Financial
New York
$20K +$20.3K +400 New
GAM
306
Gemmer Asset Management
California
$19K
PCP
307
Proficio Capital Partners
Massachusetts
$16K
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$15K -$57.9K -1,138 -80%
PFO
309
Pathstone Family Office
New Jersey
$15K -$7.58K -149 -33%
CCM
310
Covington Capital Management
California
$15K
PK
311
Pflug Koory
Nebraska
$15K
ME
312
McIlrath & Eck
Washington
$14K
CIA
313
CSat Investment Advisory
Michigan
$13K +$12.7K +250 New
TCM
314
TD Capital Management
Tennessee
$10K
RE
315
RBC Europe
United Kingdom
$9.97K
JCM
316
Jacobi Capital Management
Pennsylvania
$9K +$51 +1 +0.6%
RIA
317
Realta Investment Advisors
Delaware
$8K +$7.73K +152 New
CI
318
CX Institutional
Indiana
$7K -$25.9K -510 -80%
VCM
319
Versant Capital Management
Arizona
$7K -$102 -2 -1%
PWP
320
Personal Wealth Partners
Minnesota
$7K +$7.12K +140 New
TL
321
TrueWealth LLC
Georgia
$6K -$5.08K -100 -47%
SPIA
322
Steward Partners Investment Advisory
New York
$6K +$6.66K +131 New
APA
323
American Portfolios Advisors
New York
$5.29K
BFEC
324
Benjamin F. Edwards & Company
Missouri
$5K
CMBA
325
C.M. Bidwell & Associates
Hawaii
$4K

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.