Donaldson
534 hedge funds and large institutions have $7.48B invested in Donaldson in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 203 reducing their positions, and 35 closing their positions.
66% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 35
30% more call options, than puts
Call options by funds: $4.25M | Put options by funds: $3.27M
4% more funds holding
Funds holding: 515 → 534 (+19)
2% more capital invested
Capital invested by funds: $7.32B → $7.48B (+$158M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.22% less ownership
Funds ownership: 84.95% → 84.73% (-0.22%)
15% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 203
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$9.78M |
| 3 |
Renaissance Technologies
New York
|
+$9.17M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$8.54M |
| 5 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$8.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.4M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$28.2M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$18.7M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$12.7M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$12.5M |
DCI Hedge Fund Activity: Q3 2024 in Review
534 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2024, worth a combined $7.48B — up 2.2% from $7.32B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new DCI positions and 35 closed out — a net gain of 23 holders — while 172 added to existing stakes and 203 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $12.7M. The largest seller was Fidelity Investments, cutting an estimated $41.4M.
- 534 institutional investors held Donaldson (DCI) as of Q3 2024, up from 515 in Q2 2024.
- Funds reported $7.48B of Donaldson stock for Q3 2024, up 2.2% quarter-over-quarter.
- 58 funds opened new Donaldson positions in Q3 2024 and 35 closed out, a net change of +23 holders.
- The largest Donaldson buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $12.7M added.
- The largest Donaldson seller in Q3 2024 was Fidelity Investments, an estimated $41.4M sold.
Based on aggregated 13F filings for Q3 2024.