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Donaldson

348 hedge funds and large institutions have $4.58B invested in Donaldson in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 125 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 116

1% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $1M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.63% less ownership

Funds ownership: 78.93%78.3% (-0.63%)

5% less funds holding

Funds holding: 368348 (-20)

9% less capital invested

Capital invested by funds: $5.02B → $4.58B (-$436M)

37% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 43

Holders
348
Holders Change
-20
Holders Change %
-5.43%
% of All Funds
7.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
125
Reduced
116
Closed
43
Calls
$1.01M
Puts
$1M
Net Calls
+$8K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
176
Citigroup
New York
$966K -$38.6K -807 -4%
Wellington Management Group
177
Wellington Management Group
Massachusetts
$962K -$287 -6 -0%
B
178
Barings
North Carolina
$949K
GHCM
179
Glen Harbor Capital Management
California
$934K +$13K +272 +1%
Millennium Management
180
Millennium Management
New York
$928K -$28.2M -589,749 -97%
QI
181
QS Investors
New York
$912K
GIP
182
Granite Investment Partners
California
$900K -$667K -13,932 -41%
HC
183
Henshaw Capital
Massachusetts
$899K +$3.83K +80 +0.4%
SAM
184
Symphony Asset Management
California
$889K -$62.1K -1,297 -6%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$843K +$104K +2,177 +13%
FAM
186
Formidable Asset Management
Ohio
$836K
VanEck Associates
187
VanEck Associates
New York
$836K +$296K +6,190 +50%
VIA
188
Vident Investment Advisory
Georgia
$818K +$236K +4,929 +37%
BA
189
Bridgewater Associates
Connecticut
$798K +$848K +17,718 New
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$784K -$316K -6,592 -27%
NAM
191
North American Management
Massachusetts
$770K
MCIM
192
Meadow Creek Investment Management
Georgia
$770K +$10.7K +224 +1%
PA
193
Profund Advisors
Maryland
$765K +$54.5K +1,138 +7%
O
194
OppenheimerFunds
New York
$741K +$98.2K +2,050 +14%
AIM
195
Allen Investment Management
New York
$721K
SAM
196
Securian Asset Management
Minnesota
$716K -$4.79K -100 -0.6%
SLG
197
Stanley-Laman Group
Pennsylvania
$708K +$42.3K +883 +6%
JA
198
JLB & Associates
Michigan
$686K
DAS
199
Dynamic Advisor Solutions
Arizona
$686K +$33.6K +702 +5%
AF
200
AMG Funds
Connecticut
$684K -$20.9K -437 -3%

DCI Hedge Fund Activity: Q1 2018 in Review

348 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2018, worth a combined $4.58B — down 8.7% from $5.02B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of DCI and 27 opened new positions — a net loss of 16 holders — while 116 trimmed existing stakes and 125 added.

The largest buyer was Janus Henderson Group, adding an estimated $60.5M. The largest seller was Arrowstreet Capital, cutting an estimated $28.7M.

  • 348 institutional investors held Donaldson (DCI) as of Q1 2018, down from 368 in Q4 2017.
  • Funds reported $4.58B of Donaldson stock for Q1 2018, down 8.7% quarter-over-quarter.
  • 27 funds opened new Donaldson positions in Q1 2018 and 43 closed out, a net change of -16 holders.
  • The largest Donaldson buyer in Q1 2018 was Janus Henderson Group, an estimated $60.5M added.
  • The largest Donaldson seller in Q1 2018 was Arrowstreet Capital, an estimated $28.7M sold.

Based on aggregated 13F filings for Q1 2018.