Donaldson
305 hedge funds and large institutions have $4.01B invested in Donaldson in 2014 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 27 closing their positions.
384% more call options, than puts
Call options by funds: $2.63M | Put options by funds: $544K
30% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 27
3.29% more ownership
Funds ownership: 72.35% → 75.64% (+3.3%)
2% more funds holding
Funds holding: 299 → 305 (+6)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
5% less capital invested
Capital invested by funds: $4.2B → $4.01B (-$190M)
19% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$30.8M |
| 2 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
+$20.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.1M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$16.5M |
| 5 |
Janus Henderson Group
London,
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$24.7M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$20.7M |
| 3 |
Goldman Sachs
New York
|
-$9.22M |
| 4 |
Neuberger Berman Group
New York
|
-$7.98M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$5.89M |
DCI Hedge Fund Activity: Q4 2014 in Review
305 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2014, worth a combined $4.01B — down 4.5% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DCI positions and 27 closed out — a net gain of 8 holders — while 92 added to existing stakes and 114 trimmed.
The largest buyer was Franklin Resources, adding an estimated $30.8M. The largest seller was Bank of New York Mellon, cutting an estimated $24.7M.
- 305 institutional investors held Donaldson (DCI) as of Q4 2014, up from 299 in Q3 2014.
- Funds reported $4.01B of Donaldson stock for Q4 2014, down 4.5% quarter-over-quarter.
- 35 funds opened new Donaldson positions in Q4 2014 and 27 closed out, a net change of +8 holders.
- The largest Donaldson buyer in Q4 2014 was Franklin Resources, an estimated $30.8M added.
- The largest Donaldson seller in Q4 2014 was Bank of New York Mellon, an estimated $24.7M sold.
Based on aggregated 13F filings for Q4 2014.