Donaldson
304 hedge funds and large institutions have $3.59B invested in Donaldson in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 30 closing their positions.
4,476% more call options, than puts
Call options by funds: $5.81M | Put options by funds: $127K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
47% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 85
23% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 30
15% more capital invested
Capital invested by funds: $3.13B → $3.59B (+$458M)
2.74% more ownership
Funds ownership: 82.47% → 85.2% (+2.7%)
2% more funds holding
Funds holding: 298 → 304 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$130M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$55.2M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$41.3M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$29.6M |
| 5 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$77.6M |
| 2 |
CC
Capital Counsel
New York
|
-$34.1M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$23.8M |
| 4 |
Millennium Management
New York
|
-$15.7M |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$10.6M |
DCI Hedge Fund Activity: Q1 2016 in Review
304 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2016, worth a combined $3.59B — up 15% from $3.13B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DCI positions and 30 closed out — a net gain of 7 holders — while 125 added to existing stakes and 85 trimmed.
The largest buyer was State Street, adding an estimated $130M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $77.6M.
- 304 institutional investors held Donaldson (DCI) as of Q1 2016, up from 298 in Q4 2015.
- Funds reported $3.59B of Donaldson stock for Q1 2016, up 15% quarter-over-quarter.
- 37 funds opened new Donaldson positions in Q1 2016 and 30 closed out, a net change of +7 holders.
- The largest Donaldson buyer in Q1 2016 was State Street, an estimated $130M added.
- The largest Donaldson seller in Q1 2016 was Columbia Wanger Asset Management, an estimated $77.6M sold.
Based on aggregated 13F filings for Q1 2016.