Donaldson
344 hedge funds and large institutions have $4.68B invested in Donaldson in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 103 reducing their positions, and 43 closing their positions.
50,600% more call options, than puts
Call options by funds: $507K | Put options by funds: $1K
29% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 103
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.57% less ownership
Funds ownership: 79.1% → 78.52% (-0.57%)
2% less capital invested
Capital invested by funds: $4.76B → $4.68B (-$76.4M)
7% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 43
2% less funds holding
Funds holding: 351 → 344 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$42.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$38.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$20.6M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$19.4M |
| 5 |
AP
AHL Partners
London,
United Kingdom
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$50.7M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$29.4M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$23.1M |
| 4 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$19.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$16.4M |
DCI Hedge Fund Activity: Q2 2017 in Review
344 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2017, worth a combined $4.68B — down 1.6% from $4.76B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of DCI and 40 opened new positions — a net loss of 3 holders — while 103 trimmed existing stakes and 133 added.
The largest buyer was Janus Henderson Group, adding an estimated $42.3M. The largest seller was Cooke & Bieler, cutting an estimated $50.7M.
- 344 institutional investors held Donaldson (DCI) as of Q2 2017, down from 351 in Q1 2017.
- Funds reported $4.68B of Donaldson stock for Q2 2017, down 1.6% quarter-over-quarter.
- 40 funds opened new Donaldson positions in Q2 2017 and 43 closed out, a net change of -3 holders.
- The largest Donaldson buyer in Q2 2017 was Janus Henderson Group, an estimated $42.3M added.
- The largest Donaldson seller in Q2 2017 was Cooke & Bieler, an estimated $50.7M sold.
Based on aggregated 13F filings for Q2 2017.