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Donaldson

356 hedge funds and large institutions have $4.65B invested in Donaldson in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $636K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 34

19% more capital invested

Capital invested by funds: $3.91B → $4.65B (+$740M)

7% more funds holding

Funds holding: 333356 (+23)

0.7% less ownership

Funds ownership: 79.8%79.1% (-0.7%)

25% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 133

Holders
356
Holders Change
+23
Holders Change %
+6.91%
% of All Funds
7.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
59
Increased
100
Reduced
133
Closed
34
Calls
$2.55M
Puts
$636K
Net Calls
+$1.91M
Net Calls Change
+$705K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$578M -$31M -700,404 -5%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$518M
BlackRock
3
BlackRock
New York
$507M -$9.77M -221,024 -2%
State Street
4
State Street
Massachusetts
$245M -$1.04M -23,452 -0.4%
MPI
5
Mairs & Power Inc
Minnesota
$172M -$29.2M -661,605 -15%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$161M -$2.75M -62,160 -2%
Franklin Resources
7
Franklin Resources
California
$158M +$82K +1,854 +0.1%
ACM
8
Atlanta Capital Management
Georgia
$126M -$510K -11,526 -0.4%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$104M -$11.5M -259,785 -10%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$99.2M +$1.76M +39,812 +2%
BTW
11
Boston Trust Walden
Massachusetts
$97.6M +$3.92M +88,686 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$81.2M +$2.64M +59,631 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$70.4M +$298K +6,749 +0.4%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$66.3M -$3.63M -82,015 -5%
Ameriprise
15
Ameriprise
Minnesota
$63.6M -$579K -13,107 -0.9%
Norges Bank
16
Norges Bank
Norway
$59.7M +$8.71M +197,052 +18%
FMI
17
Fiduciary Management Inc
Wisconsin
$57.5M -$1.94M -43,941 -3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$50M +$362K +8,191 +0.8%
Northern Trust
19
Northern Trust
Illinois
$48.2M -$1.05M -23,812 -2%
Impax Asset Management Group
20
Impax Asset Management Group
United Kingdom
$47M +$2.42M +54,735 +6%
CB
21
Cooke & Bieler
Pennsylvania
$42.7M -$13.6M -306,799 -25%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$41.2M +$39.1M +885,424 New
UBS AM
23
UBS AM
Illinois
$40.6M -$180K -4,070 -0.5%
US Bancorp
24
US Bancorp
Minnesota
$40M -$165K -3,728 -0.4%
Invesco
25
Invesco
Georgia
$39.5M +$25.4M +573,527 +209%

DCI Hedge Fund Activity: Q2 2020 in Review

356 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2020, worth a combined $4.65B — up 19% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new DCI positions and 34 closed out — a net gain of 25 holders — while 100 added to existing stakes and 133 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $39.1M. The largest seller was Artisan Partners, exiting entirely with an estimated $35.4M sold.

  • 356 institutional investors held Donaldson (DCI) as of Q2 2020, up from 333 in Q1 2020.
  • Funds reported $4.65B of Donaldson stock for Q2 2020, up 19% quarter-over-quarter.
  • 59 funds opened new Donaldson positions in Q2 2020 and 34 closed out, a net change of +25 holders.
  • The largest Donaldson buyer in Q2 2020 was Adage Capital Partners, an estimated $39.1M added.
  • The largest Donaldson seller in Q2 2020 was Artisan Partners, an estimated $35.4M sold.

Based on aggregated 13F filings for Q2 2020.