Donaldson
319 hedge funds and large institutions have $3.77B invested in Donaldson in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 108 increasing their positions, 111 reducing their positions, and 21 closing their positions.
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
5% more funds holding
Funds holding: 304 → 319 (+15)
4% more capital invested
Capital invested by funds: $3.61B → $3.77B (+$161M)
3% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 111
2.77% less ownership
Funds ownership: 85.2% → 82.43% (-2.8%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
35% less call options, than puts
Call options by funds: $535K | Put options by funds: $817K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$37M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$22.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.6M |
| 4 |
Millennium Management
New York
|
+$10.6M |
| 5 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$9.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$99.7M |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$75.8M |
| 3 |
State Street
Boston,
Massachusetts
|
-$18.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$17.8M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$17.8M |
DCI Hedge Fund Activity: Q2 2016 in Review
319 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2016, worth a combined $3.77B — up 4.5% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new DCI positions and 21 closed out — a net gain of 19 holders — while 108 added to existing stakes and 111 trimmed.
The largest buyer was UBS AM, adding an estimated $37M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $99.7M.
- 319 institutional investors held Donaldson (DCI) as of Q2 2016, up from 304 in Q1 2016.
- Funds reported $3.77B of Donaldson stock for Q2 2016, up 4.5% quarter-over-quarter.
- 40 funds opened new Donaldson positions in Q2 2016 and 21 closed out, a net change of +19 holders.
- The largest Donaldson buyer in Q2 2016 was UBS AM, an estimated $37M added.
- The largest Donaldson seller in Q2 2016 was Columbia Wanger Asset Management, an estimated $99.7M sold.
Based on aggregated 13F filings for Q2 2016.