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Donaldson
DCI

503 hedge funds and large institutions have $7.73B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 158 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 31

112% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $3.74M

12% more capital invested

Capital invested by funds: $6.87B → $7.73B (+$852M)

7% more funds holding

Funds holding: 470 → 503 (+33)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.64% less ownership

Funds ownership: 87.63% → 85.99% (-1.6%)

13% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 181

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
158
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M

Top Buyers

1
CAM
Close Asset Management
United Kingdom
+$27M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$25M
3
ERIM
Eagle Ridge Investment Management
Connecticut
+$23.1M
4
BlackRock
BlackRock
New York
+$22.8M
5
American Century Companies
American Century Companies
Missouri
+$15.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$141M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$61.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$40.7M
4
Millennium Management
Millennium Management
New York
-$20.2M
5
MPI
Mairs & Power Inc
Minnesota
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
201
ICW Investment Advisors
Arizona
$1.67M +$38.3K +563 +3%
A
202
AlphaQuest
New York
$1.67M -$344K -5,052 -18%
SG Americas Securities
203
SG Americas Securities
New York
$1.67M +$1.09M +16,071 +254%
EGM
204
Engineers Gate Manager
New York
$1.67M +$154K +2,265 +11%
ANTB
205
AMG National Trust Bank
Colorado
$1.64M -$544 -8 -0%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$1.64M +$274K +4,023 +22%
Lido Advisors
207
Lido Advisors
California
$1.62M +$424K +6,229 +40%
QT
208
Quantbot Technologies
New York
$1.61M +$861K +12,655 +143%
ACM
209
Aquatic Capital Management
Illinois
$1.61M -$224K -3,300 -13%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$1.59M -$1.02K -15 -0.1%
Handelsbanken Fonder
211
Handelsbanken Fonder
Sweden
$1.58M – – –
URS
212
Utah Retirement Systems
Utah
$1.57M – – –
AFA
213
Abacus FCF Advisors
Florida
$1.54M +$467K +6,867 +50%
DB
214
Danske Bank
Denmark
$1.54M +$1.4M +20,609 New
SBH
215
Segall Bryant & Hamill
Illinois
$1.53M -$1.74M -25,625 -56%
WPC
216
White Pine Capital
Minnesota
$1.52M +$5.44K +80 +0.4%
NERM
217
New England Research & Management
Illinois
$1.51M +$1.37M +20,200 New
ET
218
Entropy Technologies
New York
$1.5M -$641K -9,424 -32%
QCM
219
Quantinno Capital Management
New York
$1.49M +$122K +1,789 +10%
Squarepoint
220
Squarepoint
New York
$1.46M -$993K -14,604 -43%
Nomura Asset Management
221
Nomura Asset Management
Japan
$1.44M – – –
Robeco Institutional Asset Management
222
Robeco Institutional Asset Management
Netherlands
$1.43M -$1.21M -17,809 -48%
MFG
223
MidWestOne Financial Group
Iowa
$1.41M – – –
X
224
Xponance
Pennsylvania
$1.4M -$50.3K -740 -4%
FAM
225
Formidable Asset Management
Ohio
$1.39M – – –
7 8
9
10 11

DCI Hedge Fund Activity: Q1 2024 in Review

503 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2024, worth a combined $7.73B — up 12% from $6.87B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DCI positions and 31 closed out — a net gain of 36 holders — while 158 added to existing stakes and 181 trimmed.

The largest buyer was Close Asset Management, adding an estimated $27M. The largest seller was Morgan Stanley, cutting an estimated $141M.

  • 503 institutional investors held Donaldson (DCI) as of Q1 2024, up from 470 in Q4 2023.
  • Funds reported $7.73B of Donaldson stock for Q1 2024, up 12% quarter-over-quarter.
  • 67 funds opened new Donaldson positions in Q1 2024 and 31 closed out, a net change of +36 holders.
  • The largest Donaldson buyer in Q1 2024 was Close Asset Management, an estimated $27M added.
  • The largest Donaldson seller in Q1 2024 was Morgan Stanley, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2024.