Donaldson
405 hedge funds and large institutions have $5.66B invested in Donaldson in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 152 reducing their positions, and 33 closing their positions.
24% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 33
1% more funds holding
Funds holding: 401 → 405 (+4)
0.9% less ownership
Funds ownership: 80.45% → 79.55% (-0.9%)
12% less capital invested
Capital invested by funds: $6.4B → $5.66B (-$738M)
22% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 152
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less call options, than puts
Call options by funds: $1.84M | Put options by funds: $2.82M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$27M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$22.7M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$21.6M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$20M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$67.4M |
| 2 |
BlackRock
New York
|
-$37.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$35.9M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
-$25.4M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$16.7M |
DCI Hedge Fund Activity: Q3 2021 in Review
405 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2021, worth a combined $5.66B — down 12% from $6.4B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DCI positions and 33 closed out — a net gain of 8 holders — while 119 added to existing stakes and 152 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $27M. The largest seller was State Farm Mutual Automobile Insurance, cutting an estimated $67.4M.
- 405 institutional investors held Donaldson (DCI) as of Q3 2021, up from 401 in Q2 2021.
- Funds reported $5.66B of Donaldson stock for Q3 2021, down 12% quarter-over-quarter.
- 41 funds opened new Donaldson positions in Q3 2021 and 33 closed out, a net change of +8 holders.
- The largest Donaldson buyer in Q3 2021 was Balyasny Asset Management, an estimated $27M added.
- The largest Donaldson seller in Q3 2021 was State Farm Mutual Automobile Insurance, an estimated $67.4M sold.
Based on aggregated 13F filings for Q3 2021.