We are live on ! Find out more
DCI icon

Donaldson

309 hedge funds and large institutions have $4.73B invested in Donaldson in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $671K | Put options by funds: $350K

1.98% more ownership

Funds ownership: 76.62%78.6% (+2%)

1% more capital invested

Capital invested by funds: $4.71B → $4.73B (+$25.7M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 312309 (-3)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

25% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 124

Holders
309
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
8.88%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
20
Increased
93
Reduced
124
Closed
22
Calls
$671K
Puts
$350K
Net Calls
+$321K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
201
North Star Investment Management
Illinois
$626K -$41.7K -1,000 -6%
BPBT
202
Boston Private Bank & Trust
Massachusetts
$625K +$41.7K +1,000 +7%
NSAM
203
North Star Asset Management
Wisconsin
$608K
MCM
204
MAI Capital Management
Ohio
$606K +$115K +2,753 +24%
ZAM
205
Zevin Asset Management
Massachusetts
$597K
NC
206
NewSquare Capital
Pennsylvania
$592K +$2.34K +56 +0.4%
PSUF
207
People's United Financial
Connecticut
$582K +$45.5K +1,090 +9%
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$580K +$234K +5,600 +69%
MA
209
MUFG Americas
New York
$579K -$244K -5,846 -30%
IPC
210
Independent Portfolio Consultants
Florida
$577K -$20.4K -490 -3%
WAM
211
World Asset Management
Michigan
$552K -$10K -240 -2%
VanEck Associates
212
VanEck Associates
New York
$523K +$27.2K +653 +6%
Envestnet Asset Management
213
Envestnet Asset Management
Illinois
$520K -$2.09K -50 -0.4%
DAS
214
Dynamic Advisor Solutions
Arizona
$511K
LIM
215
Leavell Investment Management
Alabama
$508K
HTHT
216
Hemenway Trust Hemenway Trust
New Hampshire
$499K
Stifel Financial
217
Stifel Financial
Missouri
$498K -$9.22K -221 -2%
NPC
218
National Planning Corporation
California
$496K +$793 +19 +0.2%
CAM
219
Capstone Asset Management
Texas
$495K -$99.9K -2,394 -17%
HSBC Holdings
220
HSBC Holdings
United Kingdom
$491K -$59.1K -1,417 -11%
TFF
221
Timothy F. Fidgeon
$485K
RFC
222
Russell Frank Company
Washington
$481K +$315K +7,550 +156%
PAM
223
Panagora Asset Management
Massachusetts
$471K -$210K -5,030 -31%
B
224
Barings
North Carolina
$469K
MIM
225
Marco Investment Management
Georgia
$449K

DCI Hedge Fund Activity: Q2 2014 in Review

309 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2014, worth a combined $4.73B — up 0.55% from $4.71B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of DCI and 20 opened new positions — a net loss of 2 holders — while 124 trimmed existing stakes and 93 added.

The largest buyer was Norges Bank, adding an estimated $123M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $34M sold.

  • 309 institutional investors held Donaldson (DCI) as of Q2 2014, down from 312 in Q1 2014.
  • Funds reported $4.73B of Donaldson stock for Q2 2014, up 0.55% quarter-over-quarter.
  • 20 funds opened new Donaldson positions in Q2 2014 and 22 closed out, a net change of -2 holders.
  • The largest Donaldson buyer in Q2 2014 was Norges Bank, an estimated $123M added.
  • The largest Donaldson seller in Q2 2014 was Westfield Capital Management, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2014.