We are live on ! Find out more
DCI icon

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
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$808K +$426K +8,937 +118%
Rafferty Asset Management
202
Rafferty Asset Management
New York
$807K +$786K +16,483 New
FRM
203
Fox Run Management
Connecticut
$800K +$341K +7,151 +78%
SAM
204
Securian Asset Management
Minnesota
$783K -$27.3K -573 -3%
AIM
205
Allen Investment Management
New York
$783K – – –
PA
206
Profund Advisors
Maryland
$775K +$31.4K +658 +4%
PP
207
Paloma Partners
Connecticut
$767K -$3.44M -72,175 -82%
AF
208
AMG Funds
Connecticut
$764K -$8.44K -177 -1%
JA
209
JLB & Associates
Michigan
$746K – – –
CGH
210
Crossmark Global Holdings
Texas
$738K +$47.4K +994 +7%
Aristotle Capital Management
211
Aristotle Capital Management
California
$729K – – –
SLG
212
Stanley-Laman Group
Pennsylvania
$726K +$707K +14,840 New
Two Sigma Advisers
213
Two Sigma Advisers
New York
$720K -$3.46M -72,600 -83%
DAS
214
Dynamic Advisor Solutions
Arizona
$711K +$3.58K +75 +0.5%
O
215
OppenheimerFunds
New York
$704K +$32.9K +691 +5%
Nomura Holdings
216
Nomura Holdings
Japan
$676K -$133K -2,792 -17%
TD Asset Management
217
TD Asset Management
Ontario, Canada
$666K +$649K +13,610 New
EHWM
218
Eads & Heald Wealth Management
Georgia
$659K -$2.62K -55 -0.4%
EP
219
Elkfork Partners
Oregon
$648K +$101K +2,112 +19%
VIA
220
Vident Investment Advisory
Georgia
$646K +$245K +5,134 +64%
WIC
221
Water Island Capital
New York
$642K +$626K +13,125 New
LIM
222
Leavell Investment Management
Alabama
$636K – – –
VanEck Associates
223
VanEck Associates
New York
$606K -$43.2K -907 -7%
ZCM
224
Zebra Capital Management
Connecticut
$605K +$590K +12,368 New
Holocene Advisors
225
Holocene Advisors
New York
$600K +$585K +12,263 New
7 8
9
10 11

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.