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Donaldson
DCI

347 hedge funds and large institutions have $5.2B invested in Donaldson in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $876K | Put options by funds: $415K

18% more capital invested

Capital invested by funds: $4.4B → $5.2B (+$800M)

1.38% more ownership

Funds ownership: 79.95% → 81.34% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 117

6% less funds holding

Funds holding: 371 → 347 (-24)

39% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 57

Holders
347
Holders Change
-24
Holders Change %
-6.47%
% of All Funds
7.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
117
Reduced
117
Closed
57
Calls
$876K
Puts
$415K
Net Calls
+$461K
Net Calls Change
+$283K

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$47.1M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$40.1M
3
State Street
State Street
Massachusetts
+$34.9M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$29.3M
5
BTW
Boston Trust Walden
Massachusetts
+$15.8M

Top Sellers

1
Invesco
Invesco
Georgia
-$20.5M
2
Morgan Stanley
Morgan Stanley
New York
-$14.5M
3
SIC
Schwartz Investment Counsel
Michigan
-$10.9M
4
Ameriprise
Ameriprise
Minnesota
-$10.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$45M +$1.5M +30,976 +4%
GI
27
GAMCO Investors
Connecticut
$45M -$48.3K -1,000 -0.1%
Impax Asset Management Group
28
Impax Asset Management Group
United Kingdom
$40.4M +$4.26M +88,134 +12%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$39.9M +$898K +18,606 +2%
American Century Companies
30
American Century Companies
Missouri
$39.3M -$277K -5,740 -0.7%
BHIA
31
Birch Hill Investment Advisors
Massachusetts
$37.9M -$1.8M -37,350 -5%
FMW
32
Farr Miller & Washington
District of Columbia
$37.8M +$173K +3,592 +0.5%
Wells Fargo
33
Wells Fargo
California
$36.9M +$1.28M +26,457 +4%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$35M +$29.3M +606,393 +658%
MPIA
35
Mountain Pacific Investment Advisers
Idaho
$33.4M +$126K +2,611 +0.4%
CB
36
Cooke & Bieler
Pennsylvania
$30.1M +$1.05M +21,740 +4%
Charles Schwab
37
Charles Schwab
California
$29.4M +$1.96M +40,588 +7%
MTC
38
McDaniel Terry & Co
Texas
$26M -$188K -3,888 -0.7%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$22.3M -$8.89M -184,163 -29%
CIM
40
Confluence Investment Management
Missouri
$20.5M +$658K +13,618 +3%
Goldman Sachs
41
Goldman Sachs
New York
$19.6M +$1.87M +38,756 +11%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$18.7M +$71.6K +1,483 +0.4%
Morgan Stanley
43
Morgan Stanley
New York
$13.4M -$14.5M -301,263 -53%
QCMNJ
44
Quantum Capital Management (New Jersey)
New Jersey
$13M +$8.6K +178 +0.1%
Bank of America
45
Bank of America
North Carolina
$13M +$1.34M +27,773 +12%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$12.8M +$397K +8,223 +3%
AIG
47
American International Group
New York
$12.8M -$271K -5,615 -2%
ProShare Advisors
48
ProShare Advisors
Maryland
$11.8M +$2.65M +54,809 +30%
Swiss National Bank
49
Swiss National Bank
Switzerland
$11.7M +$266K +5,500 +2%
PPA
50
Parametric Portfolio Associates
Washington
$11.1M +$327K +6,771 +3%
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DCI Hedge Fund Activity: Q1 2019 in Review

347 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2019, worth a combined $5.2B — up 18% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of DCI and 35 opened new positions — a net loss of 22 holders — while 117 trimmed existing stakes and 117 added.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $47.1M. The largest seller was Invesco, cutting an estimated $20.5M.

  • 347 institutional investors held Donaldson (DCI) as of Q1 2019, down from 371 in Q4 2018.
  • Funds reported $5.2B of Donaldson stock for Q1 2019, up 18% quarter-over-quarter.
  • 35 funds opened new Donaldson positions in Q1 2019 and 57 closed out, a net change of -22 holders.
  • The largest Donaldson buyer in Q1 2019 was Fiduciary Management Inc, an estimated $47.1M added.
  • The largest Donaldson seller in Q1 2019 was Invesco, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2019.