Donaldson
371 hedge funds and large institutions have $4.4B invested in Donaldson in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 88 increasing their positions, 137 reducing their positions, and 59 closing their positions.
19% more call options, than puts
Call options by funds: $1.09M | Put options by funds: $916K
14% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 59
2% more funds holding
Funds holding: 364 → 371 (+7)
1.75% less ownership
Funds ownership: 81.7% → 79.95% (-1.7%)
28% less capital invested
Capital invested by funds: $6.14B → $4.4B (-$1.74B)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
36% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$27.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$8.28M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.17M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$7.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$79.7M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$39.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$38.3M |
| 4 |
WP
WMS Partners
Towson,
Maryland
|
-$18.4M |
| 5 |
RA
Royce & Associates
New York
|
-$14.8M |
DCI Hedge Fund Activity: Q4 2018 in Review
371 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2018, worth a combined $4.4B — down 28% from $6.14B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new DCI positions and 59 closed out — a net gain of 8 holders — while 88 added to existing stakes and 137 trimmed.
The largest buyer was Pictet Asset Management (UK), adding an estimated $27.2M. The largest seller was William Blair Investment Management, cutting an estimated $79.7M.
- 371 institutional investors held Donaldson (DCI) as of Q4 2018, up from 364 in Q3 2018.
- Funds reported $4.4B of Donaldson stock for Q4 2018, down 28% quarter-over-quarter.
- 67 funds opened new Donaldson positions in Q4 2018 and 59 closed out, a net change of +8 holders.
- The largest Donaldson buyer in Q4 2018 was Pictet Asset Management (UK), an estimated $27.2M added.
- The largest Donaldson seller in Q4 2018 was William Blair Investment Management, an estimated $79.7M sold.
Based on aggregated 13F filings for Q4 2018.