Donaldson
351 hedge funds and large institutions have $4.76B invested in Donaldson in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 149 reducing their positions, and 39 closing their positions.
270% more call options, than puts
Call options by funds: $774K | Put options by funds: $209K
6% more capital invested
Capital invested by funds: $4.47B → $4.76B (+$283M)
3% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 39
1.4% less ownership
Funds ownership: 80.52% → 79.12% (-1.4%)
3% less funds holding
Funds holding: 360 → 351 (-9)
35% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 149
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$442M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.3M |
| 3 |
Bank of New York Mellon
New York
|
+$21.5M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$13.1M |
| 5 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
+$7.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$28.9M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$23.2M |
| 3 |
Millennium Management
New York
|
-$20.9M |
| 4 |
Renaissance Technologies
New York
|
-$19.9M |
| 5 |
Morgan Stanley
New York
|
-$18.5M |
DCI Hedge Fund Activity: Q1 2017 in Review
351 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2017, worth a combined $4.76B — up 6.3% from $4.47B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of DCI and 38 opened new positions — a net loss of 1 holder — while 149 trimmed existing stakes and 97 added.
The largest buyer was BlackRock, adding an estimated $442M. The largest seller was State Street, cutting an estimated $28.9M.
- 351 institutional investors held Donaldson (DCI) as of Q1 2017, down from 360 in Q4 2016.
- Funds reported $4.76B of Donaldson stock for Q1 2017, up 6.3% quarter-over-quarter.
- 38 funds opened new Donaldson positions in Q1 2017 and 39 closed out, a net change of -1 holder.
- The largest Donaldson buyer in Q1 2017 was BlackRock, an estimated $442M added.
- The largest Donaldson seller in Q1 2017 was State Street, an estimated $28.9M sold.
Based on aggregated 13F filings for Q1 2017.