Donaldson
364 hedge funds and large institutions have $6.14B invested in Donaldson in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 115 reducing their positions, and 22 closing their positions.
123% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 22
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
30% more capital invested
Capital invested by funds: $4.72B → $6.14B (+$1.42B)
28% more call options, than puts
Call options by funds: $2.21M | Put options by funds: $1.72M
7% more funds holding
Funds holding: 341 → 364 (+23)
2% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 115
0.67% more ownership
Funds ownership: 81.04% → 81.7% (+0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$27.1M |
| 2 |
Morgan Stanley
New York
|
+$15.1M |
| 3 |
Millennium Management
New York
|
+$13.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$9.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$19M |
| 2 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
-$15.6M |
| 3 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
-$13.1M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$10.3M |
| 5 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$10M |
DCI Hedge Fund Activity: Q3 2018 in Review
364 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2018, worth a combined $6.14B — up 30% from $4.72B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new DCI positions and 22 closed out — a net gain of 27 holders — while 117 added to existing stakes and 115 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $27.1M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $19M sold.
- 364 institutional investors held Donaldson (DCI) as of Q3 2018, up from 341 in Q2 2018.
- Funds reported $6.14B of Donaldson stock for Q3 2018, up 30% quarter-over-quarter.
- 49 funds opened new Donaldson positions in Q3 2018 and 22 closed out, a net change of +27 holders.
- The largest Donaldson buyer in Q3 2018 was Arrowstreet Capital, an estimated $27.1M added.
- The largest Donaldson seller in Q3 2018 was Vulcan Value Partners, an estimated $19M sold.
Based on aggregated 13F filings for Q3 2018.