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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
EARNEST Partners
326
EARNEST Partners
Georgia
$4K
FPFS
327
First Personal Financial Services
North Carolina
$4K
HNB
328
Huntington National Bank
Ohio
$4K
CFN
329
Cordasco Financial Network
Florida
$4K +$3.71K +73 New
FHA
330
First Horizon Advisors
Tennessee
$3K
SMFS
331
Squar Milner Financial Services
California
$2K -$3.46K -68 -63%
CAW
332
Cornerstone Advisors (Washington)
Washington
$2K
RCG
333
Ruggie Capital Group
Florida
$2K +$1.58K +31 New
CFA
334
Camarda Financial Advisors
Florida
$1K
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$1K
EFSCE
336
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$1K
NCM
338
Next Capital Management
New York
$1K +$1.02K +20 New
Canada Pension Plan Investment Board
339
Canada Pension Plan Investment Board
Ontario, Canada
-$3.28M -65,500 Closed
BFS
340
Bradley Foster & Sargent
Connecticut
-$1.5M -29,985 Closed
OAM
341
Oxford Asset Management
United Kingdom
-$1.26M -25,149 Closed
DekaBank Deutsche Girozentrale
342
DekaBank Deutsche Girozentrale
Germany
-$1.17M -23,200 Closed
TA
343
Tiedemann Advisors
New York
-$873K -17,450 Closed
Squarepoint
344
Squarepoint
New York
-$767K -15,315 Closed
CIBC World Market
345
CIBC World Market
Ontario, Canada
-$610K -12,183 Closed
LCM
346
Laurion Capital Management
New York
-$541K -10,800 Closed
BCM
347
BlueCrest Capital Management
Jersey
-$438K -8,751 Closed
ECM
348
ETrade Capital Management
Virginia
-$435K -8,686 Closed
JA
349
JLB & Associates
Michigan
-$373K -7,461 Closed
DADC
350
D.A. Davidson & Co
Montana
-$323K -6,467 Closed

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.