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Donaldson
DCI

368 hedge funds and large institutions have $5.02B invested in Donaldson in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

9% more funds holding

Funds holding: 337 → 368 (+31)

7% more capital invested

Capital invested by funds: $4.69B → $5.02B (+$326M)

0.31% more ownership

Funds ownership: 78.62% → 78.93% (+0.31%)

6% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 126

Holders
368
Holders Change
+31
Holders Change %
+9.2%
% of All Funds
8.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
57
Increased
119
Reduced
126
Closed
24
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
-$67K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$67.8M
2
ACM
Atlanta Capital Management
Georgia
+$18.8M
3
BlackRock
BlackRock
New York
+$7.74M
4
APG Asset Management
APG Asset Management
Netherlands
+$7.68M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$7.19M

Top Sellers

1
NFA
Nationwide Fund Advisors
Ohio
-$21.2M
2
American Century Companies
American Century Companies
Missouri
-$14M
3
Millennium Management
Millennium Management
New York
-$11.6M
4
JIM
Jupiter Investment Management
United Kingdom
-$10.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
176
Wellington Management Group
Massachusetts
$1.05M – – –
Schroder Investment Management Group
177
Schroder Investment Management Group
United Kingdom
$1.04M -$191K -4,000 -16%
ASN
178
Advisory Services Network
Georgia
$1.04M +$684K +14,351 +207%
B
179
Barings
North Carolina
$1.03M – – –
SAM
180
Symphony Asset Management
California
$1.03M +$14.8K +310 +1%
GHCM
181
Glen Harbor Capital Management
California
$1M +$156K +3,264 +19%
TI
182
Trexquant Investment
Connecticut
$1M +$976K +20,466 New
TCM
183
Twin Capital Management
Pennsylvania
$1M +$104K +2,174 +12%
GCP
184
GSA Capital Partners
United Kingdom
$999K -$547K -11,472 -36%
QI
185
QS Investors
New York
$991K -$307K -6,450 -24%
4IG
186
440 Investment Group
Kansas
$973K – – –
HC
187
Henshaw Capital
Massachusetts
$973K +$3.43K +72 +0.4%
GH
188
GAM Holding
Switzerland
$967K +$941K +19,745 New
ARTA
189
A.R.T. Advisors
New York
$944K +$920K +19,300 New
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$929K -$7.1K -149 -0.8%
M&T Bank
191
M&T Bank
New York
$921K +$49.7K +1,043 +6%
HSBC Holdings
192
HSBC Holdings
United Kingdom
$915K +$112K +2,356 +14%
AAM
193
Azzad Asset Management
Virginia
$910K +$41.2K +864 +5%
FAM
194
Formidable Asset Management
Ohio
$908K – – –
DCM
195
Driehaus Capital Management
Illinois
$902K +$878K +18,417 New
BCM
196
BlueCrest Capital Management
Jersey
$893K +$870K +18,240 New
KI
197
Koch Industries
Kansas
$850K +$37.9K +795 +5%
NAM
198
North American Management
Massachusetts
$837K – – –
NMIMC
199
Northwestern Mutual Investment Management Company
Wisconsin
$833K -$6.39K -134 -0.8%
MCIM
200
Meadow Creek Investment Management
Georgia
$825K +$128K +2,688 +19%
6 7
8
9 10

DCI Hedge Fund Activity: Q4 2017 in Review

368 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2017, worth a combined $5.02B — up 7% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DCI positions and 24 closed out — a net gain of 33 holders — while 119 added to existing stakes and 126 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $67.8M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $21.2M sold.

  • 368 institutional investors held Donaldson (DCI) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.02B of Donaldson stock for Q4 2017, up 7% quarter-over-quarter.
  • 57 funds opened new Donaldson positions in Q4 2017 and 24 closed out, a net change of +33 holders.
  • The largest Donaldson buyer in Q4 2017 was Janus Henderson Group, an estimated $67.8M added.
  • The largest Donaldson seller in Q4 2017 was Nationwide Fund Advisors, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2017.