Donaldson
322 hedge funds and large institutions have $4.03B invested in Donaldson in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 125 increasing their positions, 98 reducing their positions, and 28 closing their positions.
97% more call options, than puts
Call options by funds: $885K | Put options by funds: $449K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
28% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 98
18% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 28
1% more funds holding
Funds holding: 319 → 322 (+3)
0.99% less ownership
Funds ownership: 82.43% → 81.44% (-0.99%)
24% less capital inflows, than outflows
Capital inflows: $171M | Capital outflows: $225M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock Fund Advisors
San Francisco,
California
|
+$15.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$8.65M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$8.11M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$7.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$47M |
| 2 |
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$26M |
| 3 |
Generation Investment Management
London,
United Kingdom
|
-$24.1M |
| 4 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$16.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$12.4M |
DCI Hedge Fund Activity: Q3 2016 in Review
322 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2016, worth a combined $4.03B — up 6.8% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DCI positions and 28 closed out — a net gain of 5 holders — while 125 added to existing stakes and 98 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $15.7M. The largest seller was Fiduciary Management Inc, cutting an estimated $47M.
- 322 institutional investors held Donaldson (DCI) as of Q3 2016, up from 319 in Q2 2016.
- Funds reported $4.03B of Donaldson stock for Q3 2016, up 6.8% quarter-over-quarter.
- 33 funds opened new Donaldson positions in Q3 2016 and 28 closed out, a net change of +5 holders.
- The largest Donaldson buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $15.7M added.
- The largest Donaldson seller in Q3 2016 was Fiduciary Management Inc, an estimated $47M sold.
Based on aggregated 13F filings for Q3 2016.