We are live on ! Find out more
DCI icon

Donaldson
DCI

348 hedge funds and large institutions have $4.58B invested in Donaldson in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 125 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 116

1% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $1M

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 78.93% → 78.3% (-0.63%)

5% less funds holding

Funds holding: 368 → 348 (-20)

9% less capital invested

Capital invested by funds: $5.02B → $4.58B (-$436M)

37% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 43

Holders
348
Holders Change
-20
Holders Change %
-5.43%
% of All Funds
7.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
125
Reduced
116
Closed
43
Calls
$1.01M
Puts
$1M
Net Calls
+$8K
Net Calls Change
-$51K

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$60.5M
2
Ameriprise
Ameriprise
Minnesota
+$31.2M
3
BTW
Boston Trust Walden
Massachusetts
+$19.9M
4
BlackRock
BlackRock
New York
+$19.4M
5
Invesco
Invesco
Georgia
+$14.4M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$28.7M
2
Millennium Management
Millennium Management
New York
-$28.2M
3
MWNA
Marshall Wace North America
New York
-$22.1M
4
FQ
First Quadrant
California
-$22M
5
State Street
State Street
Massachusetts
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Asset Management
376
CIBC Asset Management
Ontario, Canada
– -$215K -4,386 Closed
ACM
377
Azimuth Capital Management
Michigan
– -$210K -4,300 Closed
Truist Financial
378
Truist Financial
North Carolina
– -$210K -4,300 Closed
ECM
379
ETrade Capital Management
Virginia
– -$202K -4,132 Closed
EWM
380
Evercore Wealth Management
New York
– -$93K -1,900 Closed
QT
381
Quantbot Technologies
New York
– -$91K -1,868 Closed
CIM
382
Chiron Investment Management
New York
– -$89K -1,814 Closed
BBHC
383
Brown Brothers Harriman & Co
New York
– -$21K -426 Closed
IWP
384
Icon Wealth Partners
Texas
– -$15K -307 Closed
DCM
385
Delpha Capital Management
New York
– -$14K -292 Closed
DBT
386
Dubuque Bank & Trust
Iowa
– -$10K -200 Closed
STA
387
Summit Trail Advisors
New York
– -$9K -180 Closed
MCM
388
Manchester Capital Management
Vermont
– -$5K -100 Closed
CG
389
Cutler Group
California
– -$4K -94 Closed
RWA
390
Ropes Wealth Advisors
Massachusetts
– -$1K -22 Closed
Simplex Trading
391
Simplex Trading
Illinois
– +$575 +12 New
12 13 14 15
16

DCI Hedge Fund Activity: Q1 2018 in Review

348 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2018, worth a combined $4.58B — down 8.7% from $5.02B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of DCI and 27 opened new positions — a net loss of 16 holders — while 116 trimmed existing stakes and 125 added.

The largest buyer was Janus Henderson Group, adding an estimated $60.5M. The largest seller was Arrowstreet Capital, cutting an estimated $28.7M.

  • 348 institutional investors held Donaldson (DCI) as of Q1 2018, down from 368 in Q4 2017.
  • Funds reported $4.58B of Donaldson stock for Q1 2018, down 8.7% quarter-over-quarter.
  • 27 funds opened new Donaldson positions in Q1 2018 and 43 closed out, a net change of -16 holders.
  • The largest Donaldson buyer in Q1 2018 was Janus Henderson Group, an estimated $60.5M added.
  • The largest Donaldson seller in Q1 2018 was Arrowstreet Capital, an estimated $28.7M sold.

Based on aggregated 13F filings for Q1 2018.