Donaldson
298 hedge funds and large institutions have $4.01B invested in Donaldson in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 95 reducing their positions, and 30 closing their positions.
107% more call options, than puts
Call options by funds: $1.15M | Put options by funds: $554K
19% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 95
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2.36% more ownership
Funds ownership: 75.64% → 78% (+2.4%)
0% more capital invested
Capital invested by funds: $4.01B → $4.01B (+$8.42M)
2% less funds holding
Funds holding: 305 → 298 (-7)
10% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 30
Top Buyers
Top Sellers
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$33.3M |
| 2 |
CC
Capital Counsel
New York
|
-$27.1M |
| 3 |
Neuberger Berman Group
New York
|
-$19.1M |
| 4 |
RA
Royce & Associates
New York
|
-$12.2M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$11.8M |
DCI Hedge Fund Activity: Q1 2015 in Review
298 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2015, worth a combined $4.01B — up 0.21% from $4.01B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of DCI and 27 opened new positions — a net loss of 3 holders — while 95 trimmed existing stakes and 113 added.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $52.4M. The largest seller was Principal Financial Group, cutting an estimated $33.3M.
- 298 institutional investors held Donaldson (DCI) as of Q1 2015, down from 305 in Q4 2014.
- Funds reported $4.01B of Donaldson stock for Q1 2015, up 0.21% quarter-over-quarter.
- 27 funds opened new Donaldson positions in Q1 2015 and 30 closed out, a net change of -3 holders.
- The largest Donaldson buyer in Q1 2015 was Fiduciary Management Inc, an estimated $52.4M added.
- The largest Donaldson seller in Q1 2015 was Principal Financial Group, an estimated $33.3M sold.
Based on aggregated 13F filings for Q1 2015.