Donaldson
401 hedge funds and large institutions have $6.4B invested in Donaldson in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 155 reducing their positions, and 40 closing their positions.
155% more call options, than puts
Call options by funds: $4.29M | Put options by funds: $1.68M
9% more capital invested
Capital invested by funds: $5.88B → $6.4B (+$522M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.47% less ownership
Funds ownership: 80.92% → 80.45% (-0.47%)
1% less funds holding
Funds holding: 407 → 401 (-6)
10% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 40
23% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 155
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$62.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$29.6M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
+$24.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$24.7M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$13M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$26.3M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$15.6M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
-$12.3M |
| 4 |
Goldman Sachs
New York
|
-$11.8M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$10.5M |
DCI Hedge Fund Activity: Q2 2021 in Review
401 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2021, worth a combined $6.4B — up 8.9% from $5.88B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of DCI and 36 opened new positions — a net loss of 4 holders — while 155 trimmed existing stakes and 120 added.
The largest buyer was First Trust Advisors, adding an estimated $62.3M. The largest seller was Millennium Management, cutting an estimated $26.3M.
- 401 institutional investors held Donaldson (DCI) as of Q2 2021, down from 407 in Q1 2021.
- Funds reported $6.4B of Donaldson stock for Q2 2021, up 8.9% quarter-over-quarter.
- 36 funds opened new Donaldson positions in Q2 2021 and 40 closed out, a net change of -4 holders.
- The largest Donaldson buyer in Q2 2021 was First Trust Advisors, an estimated $62.3M added.
- The largest Donaldson seller in Q2 2021 was Millennium Management, an estimated $26.3M sold.
Based on aggregated 13F filings for Q2 2021.