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Donaldson

333 hedge funds and large institutions have $3.91B invested in Donaldson in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 114 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% less ownership

Funds ownership: 80.2%79.8% (-0.4%)

2% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 114

3% less funds holding

Funds holding: 345333 (-12)

19% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 54

33% less capital invested

Capital invested by funds: $5.84B → $3.91B (-$1.94B)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
333
Holders Change
-12
Holders Change %
-3.48%
% of All Funds
7.34%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
44
Increased
112
Reduced
114
Closed
54
Calls
$1.21M
Puts
Net Calls
+$1.21M
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$507M +$17.8M +362,837 +3%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$430M
BlackRock
3
BlackRock
New York
$429M -$16.6M -339,287 -3%
State Street
4
State Street
Massachusetts
$205M -$16.4M -334,426 -6%
MPI
5
Mairs & Power Inc
Minnesota
$168M -$3.14M -64,097 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$136M +$19M +388,215 +12%
Franklin Resources
7
Franklin Resources
California
$126M -$1.58M -32,263 -1%
ACM
8
Atlanta Capital Management
Georgia
$105M +$2.11M +43,114 +2%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$96.3M -$64.5M -1,317,469 -35%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$80.8M -$6.07M -124,164 -6%
BTW
11
Boston Trust Walden
Massachusetts
$77.6M -$1.89M -38,599 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$65.2M -$5.95M -121,528 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$58.2M +$1.78M +36,442 +2%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$58.2M -$29.4M -600,310 -28%
Ameriprise
15
Ameriprise
Minnesota
$53.3M +$5.27M +107,755 +8%
FMI
16
Fiduciary Management Inc
Wisconsin
$49.5M +$14.4M +294,075 +30%
CB
17
Cooke & Bieler
Pennsylvania
$47.3M -$6.07M -123,984 -9%
Norges Bank
18
Norges Bank
Norway
$41.9M +$1.24M +25,265 +2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$41.2M +$18.8K +385 +0%
Northern Trust
20
Northern Trust
Illinois
$40.9M +$1.8M +36,822 +4%
Impax Asset Management Group
21
Impax Asset Management Group
United Kingdom
$36.5M +$3.63M +74,190 +8%
Artisan Partners
22
Artisan Partners
Wisconsin
$35.4M -$435K -8,902 -1%
UBS AM
23
UBS AM
Illinois
$33.8M +$1.16M +23,686 +3%
US Bancorp
24
US Bancorp
Minnesota
$33.3M +$1.1M +22,432 +3%
GF
25
Gabelli Funds
New York
$33.2M -$3.45M -70,600 -8%

DCI Hedge Fund Activity: Q1 2020 in Review

333 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2020, worth a combined $3.91B — down 33% from $5.84B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of DCI and 44 opened new positions — a net loss of 10 holders — while 114 trimmed existing stakes and 112 added.

The largest buyer was Anchor Capital Advisors, opening a new position worth an estimated $28.1M. The largest seller was Janus Henderson Group, cutting an estimated $64.5M.

  • 333 institutional investors held Donaldson (DCI) as of Q1 2020, down from 345 in Q4 2019.
  • Funds reported $3.91B of Donaldson stock for Q1 2020, down 33% quarter-over-quarter.
  • 44 funds opened new Donaldson positions in Q1 2020 and 54 closed out, a net change of -10 holders.
  • The largest Donaldson buyer in Q1 2020 was Anchor Capital Advisors, an estimated $28.1M added.
  • The largest Donaldson seller in Q1 2020 was Janus Henderson Group, an estimated $64.5M sold.

Based on aggregated 13F filings for Q1 2020.