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Donaldson

356 hedge funds and large institutions have $4.65B invested in Donaldson in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $636K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 34

19% more capital invested

Capital invested by funds: $3.91B → $4.65B (+$740M)

7% more funds holding

Funds holding: 333356 (+23)

0.7% less ownership

Funds ownership: 79.8%79.1% (-0.7%)

25% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 133

Holders
356
Holders Change
+23
Holders Change %
+6.91%
% of All Funds
7.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
59
Increased
100
Reduced
133
Closed
34
Calls
$2.55M
Puts
$636K
Net Calls
+$1.91M
Net Calls Change
+$705K
Name Holding Trade Value Shares
Change
Change in
Stake
GF
26
Gabelli Funds
New York
$39.5M -$539K -12,200 -1%
Principal Financial Group
27
Principal Financial Group
Iowa
$37.8M -$1.23M -27,734 -3%
American Century Companies
28
American Century Companies
Missouri
$35.7M +$362K +8,179 +1%
FMW
29
Farr Miller & Washington
District of Columbia
$34.2M -$638K -14,440 -2%
GCM
30
Geneva Capital Management
Wisconsin
$33.3M -$4.09M -92,605 -11%
MPIA
31
Mountain Pacific Investment Advisers
Idaho
$29.9M -$664K -15,020 -2%
Charles Schwab
32
Charles Schwab
California
$29.9M -$181K -4,099 -0.6%
ACA
33
Anchor Capital Advisors
Massachusetts
$28M +$1.25M +28,263 +5%
BHIA
34
Birch Hill Investment Advisors
Massachusetts
$27.5M -$1.18M -26,581 -4%
Wells Fargo
35
Wells Fargo
California
$27.4M -$920K -20,812 -3%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$25.3M +$5.65M +127,774 +31%
GI
37
GAMCO Investors
Connecticut
$24.8M -$9.41M -212,850 -29%
MTC
38
McDaniel Terry & Co
Texas
$23.3M -$649K -14,675 -3%
CIM
39
Confluence Investment Management
Missouri
$21.6M +$274K +6,192 +1%
Millennium Management
40
Millennium Management
New York
$20.5M -$1.67M -37,831 -8%
Goldman Sachs
41
Goldman Sachs
New York
$19.5M -$2.13M -48,138 -10%
FC
42
Fairpointe Capital
Illinois
$16.9M -$2.87M -64,846 -15%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$16.3M +$408K +9,219 +3%
Citadel Advisors
44
Citadel Advisors
Florida
$15.8M +$8.07M +182,508 +116%
Morgan Stanley
45
Morgan Stanley
New York
$15.5M -$2.96M -66,995 -17%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$15.2M -$7.56M -171,036 -34%
Bank of America
47
Bank of America
North Carolina
$15M +$2.35M +53,205 +20%
Legal & General Group
48
Legal & General Group
United Kingdom
$14.3M +$107K +2,429 +0.8%
ProShare Advisors
49
ProShare Advisors
Maryland
$13.9M +$1.16M +26,129 +10%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$13.2M +$5.48K +124 +0%

DCI Hedge Fund Activity: Q2 2020 in Review

356 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2020, worth a combined $4.65B — up 19% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new DCI positions and 34 closed out — a net gain of 25 holders — while 100 added to existing stakes and 133 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $39.1M. The largest seller was Artisan Partners, exiting entirely with an estimated $35.4M sold.

  • 356 institutional investors held Donaldson (DCI) as of Q2 2020, up from 333 in Q1 2020.
  • Funds reported $4.65B of Donaldson stock for Q2 2020, up 19% quarter-over-quarter.
  • 59 funds opened new Donaldson positions in Q2 2020 and 34 closed out, a net change of +25 holders.
  • The largest Donaldson buyer in Q2 2020 was Adage Capital Partners, an estimated $39.1M added.
  • The largest Donaldson seller in Q2 2020 was Artisan Partners, an estimated $35.4M sold.

Based on aggregated 13F filings for Q2 2020.