We are live on ! Find out more
DCI icon

Donaldson

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: 44 (0)

0.63% less ownership

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

5% less funds holding

Funds holding: 368348 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
51
American International Group
New York
$11.7M -$434K -9,058 -3%
HIC
52
Harvey Investment Company
Kentucky
$9.88M +$742K +15,500 +8%
Swiss National Bank
53
Swiss National Bank
Switzerland
$9.76M +$220K +4,600 +2%
IAMA
54
Impax Asset Management (AIFM)
United Kingdom
$9.51M +$1.87M +39,115 +23%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$9.37M -$1.97M -41,200 -17%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.35M -$355K -7,405 -3%
Prudential Financial
57
Prudential Financial
New Jersey
$9.18M +$2.37M +49,460 +32%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$9.15M -$330K -6,885 -3%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$9.13M -$36.7K -767 -0.4%
PPA
60
Parametric Portfolio Associates
Washington
$9.06M +$571K +11,918 +6%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$8.87M -$169K -3,525 -2%
AAM
62
Autus Asset Management
Arizona
$8.83M +$198K +4,141 +2%
QCMNJ
63
Quantum Capital Management (New Jersey)
New Jersey
$8.52M -$133K -2,786 -1%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$8.18M -$110K -2,300 -1%
Legal & General Group
65
Legal & General Group
United Kingdom
$8M +$736K +15,376 +9%
Allianz Asset Management
66
Allianz Asset Management
Germany
$7.97M -$974K -20,335 -10%
First Trust Advisors
67
First Trust Advisors
Illinois
$7.95M +$6.9M +144,152 +446%
ZIM
68
Zacks Investment Management
Illinois
$7.86M +$147K +3,060 +2%
DWT
69
Dorsey & Whitney Trust
South Dakota
$7.71M +$44.5K +930 +0.5%
TCIM
70
TIAA CREF Investment Management
New York
$7.58M -$1.86M -38,821 -19%
ProShare Advisors
71
ProShare Advisors
Maryland
$7.56M -$2.42M -50,477 -23%
Robeco Institutional Asset Management
72
Robeco Institutional Asset Management
Netherlands
$6.73M -$1.51M -31,436 -17%
TA
73
Teachers Advisors
New York
$6.63M +$76.9K +1,606 +1%
RJA
74
Raymond James & Associates
Florida
$6.43M +$130K +2,721 +2%
USAA
75
United Services Automobile Association
Texas
$6.24M +$958K +20,008 +17%

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.