Donaldson
348 hedge funds and large institutions have $5.21B invested in Donaldson in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 57 closing their positions.
111% more call options, than puts
Call options by funds: $876K | Put options by funds: $415K
17% more capital invested
Capital invested by funds: $4.44B → $5.21B (+$769M)
1.5% more ownership
Funds ownership: 79.95% → 81.46% (+1.5%)
2% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 116
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6% less funds holding
Funds holding: 372 → 348 (-24)
39% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$47.1M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$40.1M |
| 3 |
State Street
Boston,
Massachusetts
|
+$34.9M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$29.3M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$20.5M |
| 2 |
Morgan Stanley
New York
|
-$14.5M |
| 3 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
-$10.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.76M |
DCI Hedge Fund Activity: Q1 2019 in Review
348 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2019, worth a combined $5.21B — up 17% from $4.44B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of DCI and 35 opened new positions — a net loss of 22 holders — while 116 trimmed existing stakes and 118 added.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $47.1M. The largest seller was Invesco, cutting an estimated $20.5M.
- 348 institutional investors held Donaldson (DCI) as of Q1 2019, down from 372 in Q4 2018.
- Funds reported $5.21B of Donaldson stock for Q1 2019, up 17% quarter-over-quarter.
- 35 funds opened new Donaldson positions in Q1 2019 and 57 closed out, a net change of -22 holders.
- The largest Donaldson buyer in Q1 2019 was Fiduciary Management Inc, an estimated $47.1M added.
- The largest Donaldson seller in Q1 2019 was Invesco, an estimated $20.5M sold.
Based on aggregated 13F filings for Q1 2019.