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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
HI
351
HBK Investments
Texas
-$305K -6,100 Closed
PP
352
Prudential plc
United Kingdom
-$281K -5,623 Closed
IP
353
Isthmus Partners
Wisconsin
-$395K -4,386 Closed
PHK
354
Point72 Hong Kong
Hong Kong
-$207K -4,136 Closed
PI
355
PEAK6 Investments
Illinois
-$202K -4,045 Closed
MFW
356
Mosaic Family Wealth
Missouri
-$132K -2,638 Closed
MCM
357
McKinley Capital Management
Alaska
-$95K -1,900 Closed
SP
358
Symmetry Partners
Connecticut
-$75K -1,504 Closed
NIT
359
NumerixS Investment Technologies
British Columbia, Canada
-$68K -1,400 Closed
BMM
360
Buffington Mohr McNeal
Idaho
-$67K -1,334 Closed
IUHSA
361
Itau Unibanco Holding S.A.
Brazil
-$55K -1,279 Closed
CYG
362
Clean Yield Group
Vermont
-$61K -1,200 Closed
SWM
363
SeaCrest Wealth Management
New York
-$35K -700 Closed
IWP
364
Icon Wealth Partners
Texas
-$14K -280 Closed
OWA
365
One Wealth Advisors
California
-$5K -108 Closed
Bessemer Group
366
Bessemer Group
New Jersey
-$5K -94 Closed
CHC
367
City Holding Co
West Virginia
-$4K -71 Closed
WCM
368
WealthBridge Capital Management
Ohio
-$3K -50 Closed
LWA
369
Lenox Wealth Advisors
New York
-$2K -41 Closed
Simplex Trading
370
Simplex Trading
Illinois
-$1K -34 Closed
OFW
371
Omnia Family Wealth
Florida
-$2K -33 Closed
PWM
372
PRW Wealth Management
Massachusetts
-$1K -25 Closed
BBHC
373
Brown Brothers Harriman & Co
New York
+$254 +5 New
CFA
374
Carroll Financial Associates
North Carolina
+$610 +12 New

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.