Donaldson
503 hedge funds and large institutions have $7.73B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 158 increasing their positions, 181 reducing their positions, and 31 closing their positions.
116% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 31
112% more call options, than puts
Call options by funds: $7.93M | Put options by funds: $3.74M
12% more capital invested
Capital invested by funds: $6.87B → $7.73B (+$852M)
7% more funds holding
Funds holding: 470 → 503 (+33)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.64% less ownership
Funds ownership: 87.63% → 85.99% (-1.6%)
13% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 181
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Close Asset Management
London,
United Kingdom
|
+$27M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$25M |
| 3 |
ERIM
Eagle Ridge Investment Management
Stamford,
Connecticut
|
+$23.1M |
| 4 |
BlackRock
New York
|
+$22.8M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$141M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$61.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$40.7M |
| 4 |
Millennium Management
New York
|
-$20.2M |
| 5 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
-$19.6M |
DCI Hedge Fund Activity: Q1 2024 in Review
503 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2024, worth a combined $7.73B — up 12% from $6.87B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new DCI positions and 31 closed out — a net gain of 36 holders — while 158 added to existing stakes and 181 trimmed.
The largest buyer was Close Asset Management, adding an estimated $27M. The largest seller was Morgan Stanley, cutting an estimated $141M.
- 503 institutional investors held Donaldson (DCI) as of Q1 2024, up from 470 in Q4 2023.
- Funds reported $7.73B of Donaldson stock for Q1 2024, up 12% quarter-over-quarter.
- 67 funds opened new Donaldson positions in Q1 2024 and 31 closed out, a net change of +36 holders.
- The largest Donaldson buyer in Q1 2024 was Close Asset Management, an estimated $27M added.
- The largest Donaldson seller in Q1 2024 was Morgan Stanley, an estimated $141M sold.
Based on aggregated 13F filings for Q1 2024.