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Donaldson

340 hedge funds and large institutions have $5.29B invested in Donaldson in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 110 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $5.2B → $5.29B (+$93.6M)

0.26% more ownership

Funds ownership: 81.34%81.59% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

3% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 113

2% less funds holding

Funds holding: 347340 (-7)

Holders
340
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
7.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
110
Reduced
113
Closed
35
Calls
$778K
Puts
Net Calls
+$778K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
201
Tower Research Capital (TRC)
New York
$654K +$278K +5,464 +74%
HC
202
Henshaw Capital
Massachusetts
$648K
EHWM
203
Eads & Heald Wealth Management
Georgia
$643K -$3.31K -65 -0.5%
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$637K +$103K +2,023 +19%
BAM
205
Blueshift Asset Management
New Jersey
$617K +$154K +3,034 +33%
F
206
F3Logic
Minnesota
$611K +$5.39K +106 +0.9%
PA
207
Profund Advisors
Maryland
$585K -$50K -983 -8%
AF
208
AMG Funds
Connecticut
$575K +$12.5K +245 +2%
PAM
209
Panagora Asset Management
Massachusetts
$566K -$919K -18,072 -62%
TAM
210
Tyers Asset Management
Texas
$561K
Aristotle Capital Management
211
Aristotle Capital Management
California
$554K -$203K -4,000 -27%
SW
212
SVB Wealth
Massachusetts
$523K
NSAM
213
North Star Asset Management
Wisconsin
$522K
BWM
214
BerganKDV Wealth Management
Minnesota
$509K
SCM
215
Sterling Capital Management
North Carolina
$509K
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$485K
QC
217
Quadrature Capital
United Kingdom
$483K +$483K +9,506 New
FL
218
Fort LP
Maryland
$457K +$36.4K +716 +9%
SC
219
Sepio Capital
Utah
$455K +$3.97K +78 +0.9%
Verition Fund Management
220
Verition Fund Management
Connecticut
$447K -$828K -16,277 -65%
SCM
221
Shelton Capital Management
Colorado
$441K +$418K +8,217 +1,786%
WAM
222
World Asset Management
Michigan
$435K +$2.54K +50 +0.6%
VF
223
Virtu Financial
New York
$409K +$409K +8,035 New
Macquarie Group
224
Macquarie Group
Australia
$397K +$397K +7,800 New
PP
225
PagnatoKarp Partners
Virginia
$395K +$1.63K +32 +0.4%

DCI Hedge Fund Activity: Q2 2019 in Review

340 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2019, worth a combined $5.29B — up 1.8% from $5.2B a quarter earlier.

Fund positioning in DCI was balanced in Q2 2019: 35 funds opened new positions, 35 closed out, 110 added to existing stakes and 113 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $16.4M. The largest seller was State Farm Mutual Automobile Insurance, cutting an estimated $25.2M.

  • 340 institutional investors held Donaldson (DCI) as of Q2 2019, down from 347 in Q1 2019.
  • Funds reported $5.29B of Donaldson stock for Q2 2019, up 1.8% quarter-over-quarter.
  • 35 funds opened new Donaldson positions in Q2 2019 and 35 closed out, a net change of 0 holders.
  • The largest Donaldson buyer in Q2 2019 was Nuveen, an estimated $16.4M added.
  • The largest Donaldson seller in Q2 2019 was State Farm Mutual Automobile Insurance, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2019.