Donaldson
DCI
346 hedge funds and large institutions have $5.84B invested in Donaldson in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 89 increasing their positions, 143 reducing their positions, and 33 closing their positions.
165% more call options, than puts
Call options by funds: $1.33M | Put options by funds: $501K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 33
0.23% less ownership
Funds ownership: 80.43% → 80.2% (-0.23%)
1% less funds holding
Funds holding: 351 → 346 (-5)
24% less capital inflows, than outflows
Capital inflows: $160M | Capital outflows: $211M
38% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$39.5M |
| 2 |
Pictet Asset Management (UK)
London,
United Kingdom
|
+$23.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.7M |
| 4 |
BlackRock
New York
|
+$4.61M |
| 5 |
CIBC World Markets
New York
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$26.8M |
| 2 |
Fairpointe Capital
Chicago,
Illinois
|
-$17.3M |
| 3 |
Mairs & Power Inc
St Paul,
Minnesota
|
-$17.1M |
| 4 |
Fenimore Asset Management
Cobleskill,
New York
|
-$13.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$11M |
DCI Hedge Fund Activity: Q4 2019 in Review
346 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2019, worth a combined $5.84B — up 9.4% from $5.34B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new DCI positions and 33 closed out — a net gain of 6 holders — while 89 added to existing stakes and 143 trimmed.
The largest buyer was Cooke & Bieler, adding an estimated $39.5M. The largest seller was Millennium Management, cutting an estimated $26.8M.
- 346 institutional investors held Donaldson (DCI) as of Q4 2019, down from 351 in Q3 2019.
- Funds reported $5.84B of Donaldson stock for Q4 2019, up 9.4% quarter-over-quarter.
- 39 funds opened new Donaldson positions in Q4 2019 and 33 closed out, a net change of +6 holders.
- The largest Donaldson buyer in Q4 2019 was Cooke & Bieler, an estimated $39.5M added.
- The largest Donaldson seller in Q4 2019 was Millennium Management, an estimated $26.8M sold.
Based on aggregated 13F filings for Q4 2019.