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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
Neuberger Berman Group
151
Neuberger Berman Group
New York
$3.17M -$100K -1,471 -3%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$3.1M – – –
JF
153
Jump Financial
Illinois
$3.05M +$2.78M +40,879 New
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$2.95M – – –
CSS
155
Cubist Systematic Strategies
Connecticut
$2.86M -$2.65M -39,008 -50%
Holocene Advisors
156
Holocene Advisors
New York
$2.79M +$218K +3,200 +9%
Macquarie Group
157
Macquarie Group
Australia
$2.78M – – –
GIA
158
GHP Investment Advisors
Colorado
$2.77M +$208K +3,057 +9%
TI
159
Trexquant Investment
Connecticut
$2.69M -$4.01M -58,967 -62%
CF
160
Covea Finance
France
$2.69M -$203K -2,983 -8%
JIC
161
Johnson Investment Counsel
Ohio
$2.66M – – –
Point72 Asset Management
162
Point72 Asset Management
Connecticut
$2.65M +$1.95M +28,600 +414%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$2.62M +$30.3K +446 +1%
GCM
164
Graham Capital Management
Connecticut
$2.59M +$2.08M +30,620 +758%
LSERS
165
Louisiana State Employees Retirement System
Louisiana
$2.58M +$47.6K +700 +2%
IMRF
166
Illinois Municipal Retirement Fund
Illinois
$2.58M – – –
IEFM
167
IQ EQ Fund Management
Ireland
$2.57M -$171K -2,518 -7%
AM
168
AGF Management
Ontario, Canada
$2.57M -$857K -12,595 -27%
RFC
169
Regions Financial Corp
Alabama
$2.51M -$19.6K -288 -0.8%
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$2.49M +$39.9K +586 +2%
BFG
171
Berger Financial Group
Minnesota
$2.48M -$6.8K -100 -0.3%
ASRS
172
Arizona State Retirement System
Arizona
$2.47M -$47.1K -693 -2%
GWWM
173
Great Waters Wealth Management
Minnesota
$2.43M -$41.5K -610 -2%
FFN
174
Focus Financial Network
Minnesota
$2.43M -$1.06M -15,532 -31%
ACM
175
Advisors Capital Management
New Jersey
$2.36M +$207K +3,039 +11%
5 6
7
8 9

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.