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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
VRS
126
Virginia Retirement Systems
Virginia
$1.81M -$10.2K -200 -0.6%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$1.8M -$62.3K -1,226 -3%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$1.72M -$14.3K -281 -0.8%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$1.72M +$34.2K +672 +2%
AAM
130
Azzad Asset Management
Virginia
$1.7M -$109K -2,145 -6%
WPC
131
White Pine Capital
Minnesota
$1.7M -$13.5K -265 -0.8%
Citigroup
132
Citigroup
New York
$1.69M -$2.05M -40,320 -55%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$1.67M -$200K -3,941 -11%
AF
134
Advisornet Financial
Minnesota
$1.66M +$81.9K +1,611 +5%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$1.61M +$531K +10,443 +49%
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$1.58M -$81.3K -1,600 -5%
SEI Investments
137
SEI Investments
Pennsylvania
$1.57M +$83.8K +1,649 +6%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$1.55M +$52K +1,022 +3%
SG Americas Securities
139
SG Americas Securities
New York
$1.53M +$1.05M +20,743 +223%
AB
140
Amalgamated Bank
New York
$1.5M -$42.6K -837 -3%
M&T Bank
141
M&T Bank
New York
$1.41M +$55.3K +1,088 +4%
Wellington Management Group
142
Wellington Management Group
Massachusetts
$1.41M +$1.41M +27,744 New
XK
143
Xact Kapitalforvaltning
Sweden
$1.4M – – –
VanEck Associates
144
VanEck Associates
New York
$1.29M +$153K +3,014 +14%
HSBC Holdings
145
HSBC Holdings
United Kingdom
$1.27M +$152K +2,991 +14%
RFC
146
Regions Financial Corp
Alabama
$1.27M -$1.07K -21 -0.1%
URS
147
Utah Retirement Systems
Utah
$1.23M – – –
MERSOM
148
Municipal Employees' Retirement System of Michigan
Michigan
$1.2M +$17.3K +340 +1%
Holocene Advisors
149
Holocene Advisors
New York
$1.2M +$136K +2,668 +13%
GHCM
150
Glen Harbor Capital Management
California
$1.19M – – –
4 5
6
7 8

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.