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Donaldson
DCI

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: 4 → 4 (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: 347 → 340 (-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

Top Buyers

1
N
Nuveen
North Carolina
+$16.4M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$15.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$8.53M
4
WG
Winton Group
United Kingdom
+$7.82M
5
Northern Trust
Northern Trust
Illinois
+$6.6M

Top Sellers

1
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$25.2M
2
State Street
State Street
Massachusetts
-$12.1M
3
FC
Fairpointe Capital
Illinois
-$5M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.59M
5
Goldman Sachs
Goldman Sachs
New York
-$4.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
TD Asset Management
101
TD Asset Management
Ontario, Canada
$2.98M +$162K +3,190 +6%
RCP
102
Rothschild Capital Partners
New York
$2.92M -$95.9K -1,887 -3%
Mariner
103
Mariner
Kansas
$2.8M +$1.3M +25,592 +87%
MIP
104
Mondrian Investment Partners
United Kingdom
$2.78M – – –
Barclays
105
Barclays
United Kingdom
$2.73M +$1.75M +34,402 +178%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$2.64M +$37.2K +731 +1%
Treasurer of the State of North Carolina
107
Treasurer of the State of North Carolina
North Carolina
$2.61M -$33.1K -651 -1%
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$2.59M +$2.59M +50,880 New
Lazard Asset Management
109
Lazard Asset Management
New York
$2.53M – – –
AIP
110
Ameritas Investment Partners
Nebraska
$2.52M -$24.6K -484 -1%
MKC
111
M. Kraus & Co
Vermont
$2.51M -$77.1K -1,517 -3%
BAM
112
Barrett Asset Management
New York
$2.25M – – –
Brown Advisory
113
Brown Advisory
Maryland
$2.22M -$164K -3,225 -7%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$2.16M -$14.7K -290 -0.7%
William Blair Investment Management
115
William Blair Investment Management
Illinois
$2.13M -$2.01M -39,559 -49%
SIM
116
Spark Investment Management
New York
$2.1M +$2.09M +41,200 New
ERSOT
117
Employees Retirement System of Texas
Texas
$2.08M +$2.08M +41,000 New
Federated Hermes
118
Federated Hermes
Pennsylvania
$2.05M -$100K -1,968 -5%
HBT
119
Hills Bank & Trust
Iowa
$2.04M -$16.7K -328 -0.8%
Neuberger Berman Group
120
Neuberger Berman Group
New York
$2.02M +$122K +2,400 +6%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.98M -$172K -3,383 -8%
AG
122
Aperio Group
California
$1.93M +$118K +2,314 +6%
SOMRS
123
State of Michigan Retirement System
Michigan
$1.92M -$402K -7,900 -17%
NMIMC
124
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M +$692K +13,617 +60%
PP
125
Paloma Partners
Connecticut
$1.85M +$1.41M +27,792 +324%
3 4
5
6 7

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.