Donaldson
360 hedge funds and large institutions have $4.47B invested in Donaldson in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 104 increasing their positions, 129 reducing their positions, and 21 closing their positions.
303% more call options, than puts
Call options by funds: $967K | Put options by funds: $240K
214% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 21
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
12% more funds holding
Funds holding: 321 → 360 (+39)
11% more capital invested
Capital invested by funds: $4.02B → $4.47B (+$454M)
0.92% less ownership
Funds ownership: 81.44% → 80.52% (-0.92%)
19% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18M |
| 3 |
FQ
First Quadrant
Glendale,
California
|
+$17.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$15M |
| 5 |
Renaissance Technologies
New York
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$44.9M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$30.6M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$26.7M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$23.9M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$23.7M |
DCI Hedge Fund Activity: Q4 2016 in Review
360 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2016, worth a combined $4.47B — up 11% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new DCI positions and 21 closed out — a net gain of 45 holders — while 104 added to existing stakes and 129 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.7M. The largest seller was Perkins Investment Management, cutting an estimated $44.9M.
- 360 institutional investors held Donaldson (DCI) as of Q4 2016, up from 321 in Q3 2016.
- Funds reported $4.47B of Donaldson stock for Q4 2016, up 11% quarter-over-quarter.
- 66 funds opened new Donaldson positions in Q4 2016 and 21 closed out, a net change of +45 holders.
- The largest Donaldson buyer in Q4 2016 was Morgan Stanley, an estimated $33.7M added.
- The largest Donaldson seller in Q4 2016 was Perkins Investment Management, an estimated $44.9M sold.
Based on aggregated 13F filings for Q4 2016.