Donaldson
314 hedge funds and large institutions have $4.88B invested in Donaldson in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.
265% more call options, than puts
Call options by funds: $2.71M | Put options by funds: $742K
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
12% more capital invested
Capital invested by funds: $4.34B → $4.88B (+$542M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
4% more funds holding
Funds holding: 303 → 314 (+11)
9% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 118
1.07% less ownership
Funds ownership: 78.01% → 76.94% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$38.7M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$33.3M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$20.6M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$13.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$38.5M |
| 2 |
Neuberger Berman Group
New York
|
-$36M |
| 3 |
Goldman Sachs
New York
|
-$21.8M |
| 4 |
State Street
Boston,
Massachusetts
|
-$16.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| – | -$370K | -9,707 | Closed |
|
|
ACI
327
Advance Capital I
Southfield,
Michigan
| – | -$351K | -9,200 | Closed |
|
|
HI
328
HBK Investments
Dallas,
Texas
| – | -$286K | -7,500 | Closed |
|
|
T
329
TradeWorx
Red Bank,
New Jersey
| – | -$271K | -7,106 | Closed |
|
|
DTL
330
Dynamic Technology Lab
Singapore
| – | -$213K | -5,591 | Closed |
|
|
QT
331
Quantbot Technologies
New York
| – | -$209K | -5,500 | Closed |
|
|
WA
332
WealthTrust-Arizona
Scottsdale,
Arizona
| – | -$58K | -1,526 | Closed |
|
333
Jones Financial Companies
Des Peres,
Missouri
| – | -$44K | -1,163 | Closed |
|
|
BJ
334
BlackRock Japan
Tokyo,
Japan
| – | -$24K | -624 | Closed |
|
335
Credit Agricole
Montrouge Cedex,
France
| – | -$21K | -557 | Closed |
|
|
ECM
336
ETrade Capital Management
Arlington,
Virginia
| – | -$1K | -25 | Closed |
|
DCI Hedge Fund Activity: Q4 2013 in Review
314 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2013, worth a combined $4.88B — up 12% from $4.34B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DCI positions and 22 closed out — a net gain of 13 holders — while 107 added to existing stakes and 118 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $38.7M. The largest seller was Norges Bank, cutting an estimated $38.5M.
- 314 institutional investors held Donaldson (DCI) as of Q4 2013, up from 303 in Q3 2013.
- Funds reported $4.88B of Donaldson stock for Q4 2013, up 12% quarter-over-quarter.
- 35 funds opened new Donaldson positions in Q4 2013 and 22 closed out, a net change of +13 holders.
- The largest Donaldson buyer in Q4 2013 was Bank of New York Mellon, an estimated $38.7M added.
- The largest Donaldson seller in Q4 2013 was Norges Bank, an estimated $38.5M sold.
Based on aggregated 13F filings for Q4 2013.