Donaldson
298 hedge funds and large institutions have $3.13B invested in Donaldson in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 108 reducing their positions, and 33 closing their positions.
1,046% more call options, than puts
Call options by funds: $4.56M | Put options by funds: $398K
27% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 33
2% more funds holding
Funds holding: 291 → 298 (+7)
1.37% more ownership
Funds ownership: 81.09% → 82.46% (+1.4%)
2% more capital invested
Capital invested by funds: $3.07B → $3.13B (+$61.9M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
+$45.1M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$25.1M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$21.6M |
| 4 |
FC
Fairpointe Capital
Chicago,
Illinois
|
+$15.7M |
| 5 |
Millennium Management
New York
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$151M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$11.7M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$9.71M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$7.95M |
| 5 |
Neuberger Berman Group
New York
|
-$6.92M |
DCI Hedge Fund Activity: Q4 2015 in Review
298 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2015, worth a combined $3.13B — up 2% from $3.07B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new DCI positions and 33 closed out — a net gain of 9 holders — while 96 added to existing stakes and 108 trimmed.
The largest buyer was State Farm Mutual Automobile Insurance, adding an estimated $45.1M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $151M.
- 298 institutional investors held Donaldson (DCI) as of Q4 2015, up from 291 in Q3 2015.
- Funds reported $3.13B of Donaldson stock for Q4 2015, up 2% quarter-over-quarter.
- 42 funds opened new Donaldson positions in Q4 2015 and 33 closed out, a net change of +9 holders.
- The largest Donaldson buyer in Q4 2015 was State Farm Mutual Automobile Insurance, an estimated $45.1M added.
- The largest Donaldson seller in Q4 2015 was Columbia Wanger Asset Management, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2015.