Donaldson
368 hedge funds and large institutions have $5.02B invested in Donaldson in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 24 closing their positions.
138% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 24
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9% more funds holding
Funds holding: 337 → 368 (+31)
7% more capital invested
Capital invested by funds: $4.69B → $5.02B (+$325M)
0.31% more ownership
Funds ownership: 78.62% → 78.93% (+0.31%)
6% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 126
59% less call options, than puts
Call options by funds: $103K | Put options by funds: $250K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$67.8M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$18.8M |
| 3 |
BlackRock
New York
|
+$7.74M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$7.68M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$7.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$21.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$14M |
| 3 |
Millennium Management
New York
|
-$11.6M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$10.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.1M |
DCI Hedge Fund Activity: Q4 2017 in Review
368 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2017, worth a combined $5.02B — up 6.9% from $4.69B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new DCI positions and 24 closed out — a net gain of 33 holders — while 119 added to existing stakes and 126 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $67.8M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $21.2M sold.
- 368 institutional investors held Donaldson (DCI) as of Q4 2017, up from 337 in Q3 2017.
- Funds reported $5.02B of Donaldson stock for Q4 2017, up 6.9% quarter-over-quarter.
- 57 funds opened new Donaldson positions in Q4 2017 and 24 closed out, a net change of +33 holders.
- The largest Donaldson buyer in Q4 2017 was Janus Henderson Group, an estimated $67.8M added.
- The largest Donaldson seller in Q4 2017 was Nationwide Fund Advisors, an estimated $21.2M sold.
Based on aggregated 13F filings for Q4 2017.