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Donaldson

340 hedge funds and large institutions have $5.29B invested in Donaldson in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 110 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $5.2B → $5.29B (+$93.6M)

0.26% more ownership

Funds ownership: 81.34%81.59% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

3% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 113

2% less funds holding

Funds holding: 347340 (-7)

Holders
340
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
7.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
110
Reduced
113
Closed
35
Calls
$778K
Puts
Net Calls
+$778K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$5.45M -$346K -6,812 -6%
PAM
77
Palisade Asset Management
Minnesota
$5.02M -$20.3K -400 -0.4%
SIC
78
SFE Investment Counsel
California
$4.94M +$5.59K +110 +0.1%
Canada Life
79
Canada Life
Manitoba, Canada
$4.8M -$176K -3,463 -4%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$4.74M -$430K -8,459 -8%
ASRS
81
Arizona State Retirement System
Arizona
$4.71M +$36.8K +723 +0.8%
TPSF
82
Texas Permanent School Fund
Texas
$4.42M
IHL
83
Investment House LLC
California
$4.27M
Prudential Financial
84
Prudential Financial
New Jersey
$4.06M -$2.1M -41,360 -34%
H
85
HoyleCohen
California
$4M -$5.08K -100 -0.1%
Creative Planning
86
Creative Planning
Kansas
$3.98M -$10K -197 -0.3%
Stifel Financial
87
Stifel Financial
Missouri
$3.92M +$249K +4,890 +7%
BG
88
Bahl & Gaynor
Ohio
$3.92M -$11.4K -225 -0.3%
MIM
89
MetLife Investment Management
New Jersey
$3.84M -$122K -2,406 -3%
SI
90
Stephens Inc
Arkansas
$3.83M +$148K +2,920 +4%
NSIM
91
North Star Investment Management
Illinois
$3.82M -$302K -5,941 -7%
Comerica Bank
92
Comerica Bank
Texas
$3.63M -$410K -8,068 -10%
EIP
93
Epoch Investment Partners
New York
$3.6M +$175K +3,449 +5%
First Trust Advisors
94
First Trust Advisors
Illinois
$3.51M +$2.15M +42,194 +157%
MSA
95
Mason Street Advisors
Wisconsin
$3.46M -$1.78K -35 -0.1%
UTC
96
Unified Trust Company
Kentucky
$3.46M +$184K +3,626 +6%
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$3.38M
Victory Capital Management
98
Victory Capital Management
Texas
$3.31M +$54K +1,063 +2%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$3.22M +$959K +18,860 +42%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$3M +$1.79M +35,255 +148%

DCI Hedge Fund Activity: Q2 2019 in Review

340 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2019, worth a combined $5.29B — up 1.8% from $5.2B a quarter earlier.

Fund positioning in DCI was balanced in Q2 2019: 35 funds opened new positions, 35 closed out, 110 added to existing stakes and 113 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $16.4M. The largest seller was State Farm Mutual Automobile Insurance, cutting an estimated $25.2M.

  • 340 institutional investors held Donaldson (DCI) as of Q2 2019, down from 347 in Q1 2019.
  • Funds reported $5.29B of Donaldson stock for Q2 2019, up 1.8% quarter-over-quarter.
  • 35 funds opened new Donaldson positions in Q2 2019 and 35 closed out, a net change of 0 holders.
  • The largest Donaldson buyer in Q2 2019 was Nuveen, an estimated $16.4M added.
  • The largest Donaldson seller in Q2 2019 was State Farm Mutual Automobile Insurance, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2019.