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Donaldson
DCI

503 hedge funds and large institutions have $7.73B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 158 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 31

112% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $3.74M

12% more capital invested

Capital invested by funds: $6.87B → $7.73B (+$852M)

7% more funds holding

Funds holding: 470 → 503 (+33)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.64% less ownership

Funds ownership: 87.63% → 85.99% (-1.6%)

13% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 181

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
158
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M

Top Buyers

1
CAM
Close Asset Management
United Kingdom
+$27M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$25M
3
ERIM
Eagle Ridge Investment Management
Connecticut
+$23.1M
4
BlackRock
BlackRock
New York
+$22.8M
5
American Century Companies
American Century Companies
Missouri
+$15.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$141M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$61.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$40.7M
4
Millennium Management
Millennium Management
New York
-$20.2M
5
MPI
Mairs & Power Inc
Minnesota
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$4.67M +$183K +2,688 +4%
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$4.5M +$76.5K +1,124 +2%
MGWM
128
Marks Group Wealth Management
Minnesota
$4.39M – – –
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$4.35M – – –
TAM
130
Tocqueville Asset Management
New York
$4.32M +$2.99K +44 +0.1%
Comerica Bank
131
Comerica Bank
Texas
$4.29M -$107K -1,570 -3%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$4.28M -$550K -8,081 -12%
JIM
133
Jensen Investment Management
Oregon
$4.24M – – –
YCM
134
Yousif Capital Management
Michigan
$4.23M -$96.7K -1,422 -2%
AIP
135
Ameritas Investment Partners
Nebraska
$4.16M +$5.71K +84 +0.2%
PHK
136
Point72 Hong Kong
Hong Kong
$4.14M +$3.77M +55,448 New
RCM
137
Radnor Capital Management
Pennsylvania
$4.14M – – –
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.09M -$312K -4,583 -8%
RCP
139
Rothschild Capital Partners
New York
$4.06M – – –
HSBC Holdings
140
HSBC Holdings
United Kingdom
$4.03M +$1.41M +20,775 +63%
CB
141
Commerce Bank
Missouri
$3.81M – – –
GAM
142
Gotham Asset Management
New York
$3.81M -$1.28M -18,780 -27%
PI
143
PineBridge Investments
New York
$3.75M -$349K -5,131 -9%
H
144
HoyleCohen
California
$3.65M -$238K -3,500 -7%
SIA
145
Sit Investment Associates
Minnesota
$3.58M -$10.5K -155 -0.3%
PAM
146
Panagora Asset Management
Massachusetts
$3.55M +$2.03M +29,836 +168%
PCM
147
Palisade Capital Management
New Jersey
$3.53M +$175K +2,573 +6%
Brown Advisory
148
Brown Advisory
Maryland
$3.25M +$21K +309 +0.7%
BG
149
Bahl & Gaynor
Ohio
$3.23M – – –
Jane Street
150
Jane Street
New York
$3.23M +$1.68M +24,629 +132%
4 5
6
7 8

DCI Hedge Fund Activity: Q1 2024 in Review

503 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2024, worth a combined $7.73B — up 12% from $6.87B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DCI positions and 31 closed out — a net gain of 36 holders — while 158 added to existing stakes and 181 trimmed.

The largest buyer was Close Asset Management, adding an estimated $27M. The largest seller was Morgan Stanley, cutting an estimated $141M.

  • 503 institutional investors held Donaldson (DCI) as of Q1 2024, up from 470 in Q4 2023.
  • Funds reported $7.73B of Donaldson stock for Q1 2024, up 12% quarter-over-quarter.
  • 67 funds opened new Donaldson positions in Q1 2024 and 31 closed out, a net change of +36 holders.
  • The largest Donaldson buyer in Q1 2024 was Close Asset Management, an estimated $27M added.
  • The largest Donaldson seller in Q1 2024 was Morgan Stanley, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2024.