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Donaldson
DCI

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: 3 → 4 (+1)

9% more funds holding

Funds holding: 337 → 368 (+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

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$67.8M
2
ACM
Atlanta Capital Management
Georgia
+$18.8M
3
BlackRock
BlackRock
New York
+$7.74M
4
APG Asset Management
APG Asset Management
Netherlands
+$7.68M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$7.19M

Top Sellers

1
NFA
Nationwide Fund Advisors
Ohio
-$21.2M
2
American Century Companies
American Century Companies
Missouri
-$14M
3
Millennium Management
Millennium Management
New York
-$11.6M
4
JIM
Jupiter Investment Management
United Kingdom
-$10.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
326
IFP Advisors
Florida
$19K +$1.72K +36 +10%
GAM
327
Gemmer Asset Management
California
$18K – – –
IP
328
Isthmus Partners
Wisconsin
$16K – – –
PFGIA
329
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
PK
330
Pflug Koory
Nebraska
$15K – – –
PCP
331
Proficio Capital Partners
Massachusetts
$15K – – –
CGI
332
CI Global Investments
California
$15K +$14.3K +300 New
IWP
333
Icon Wealth Partners
Texas
$15K +$14.6K +307 New
OWA
334
One Wealth Advisors
California
$15K +$14.6K +307 New
CCM
335
Covington Capital Management
California
$14K – – –
DCM
336
Delpha Capital Management
New York
$14K +$13.9K +292 New
WCBA
337
Weaver C. Barksdale & Associates
Tennessee
$13K +$191 +4 +1%
PHK
338
Point72 Hong Kong
Hong Kong
$10K -$7.58K -159 -43%
AF
339
Arrow Financial
New York
$10K – – –
PA
340
Parallel Advisors
California
$10K – – –
TCM
341
TD Capital Management
Tennessee
$10K – – –
DBT
342
Dubuque Bank & Trust
Iowa
$10K +$9.53K +200 New
TL
343
TrueWealth LLC
Georgia
$10K +$10.1K +211 New
RE
344
RBC Europe
United Kingdom
$9.59K – – –
JCM
345
Jacobi Capital Management
Pennsylvania
$9K +$48 +1 +0.6%
STA
346
Summit Trail Advisors
New York
$9K +$8.58K +180 New
MFW
347
Mosaic Family Wealth
Missouri
$8K -$211K -4,426 -97%
AssetMark Inc
348
AssetMark Inc
California
$8K -$95 -2 -1%
QCG
349
Quadrant Capital Group
Ohio
$7K – – –
VCM
350
Versant Capital Management
Arizona
$7K – – –
12 13
14
15 16

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.