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Donaldson

363 hedge funds and large institutions have $4.65B invested in Donaldson in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 130 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

687% more call options, than puts

Call options by funds: $5.78M | Put options by funds: $734K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

2% more funds holding

Funds holding: 356363 (+7)

0.04% more ownership

Funds ownership: 79.1%79.14% (+0.04%)

0% more capital invested

Capital invested by funds: $4.65B → $4.65B (+$1.15M)

17% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 130

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
39
Increased
108
Reduced
130
Closed
32
Calls
$5.78M
Puts
$734K
Net Calls
+$5.04M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$546M -$31.8M -654,351 -5%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$517M
BlackRock
3
BlackRock
New York
$486M -$20.1M -413,744 -4%
State Street
4
State Street
Massachusetts
$227M -$19.1M -393,183 -7%
MPI
5
Mairs & Power Inc
Minnesota
$166M -$5.31M -109,211 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$155M -$5.86M -120,583 -3%
Franklin Resources
7
Franklin Resources
California
$151M -$539K -11,087 -0.3%
ACM
8
Atlanta Capital Management
Georgia
$126M +$466K +9,589 +0.4%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$101M +$2.61M +53,587 +3%
BTW
10
Boston Trust Walden
Massachusetts
$98.7M +$1.39M +28,499 +1%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$97.4M -$6.57M -135,145 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$80.2M -$929K -19,109 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$67.7M -$2.69M -55,394 -4%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$66.1M -$18.2K -375 -0%
Norges Bank
15
Norges Bank
Norway
$61.5M +$2.1M +43,172 +3%
Ameriprise
16
Ameriprise
Minnesota
$60.3M -$3.33M -68,505 -5%
FMI
17
Fiduciary Management Inc
Wisconsin
$54.6M -$2.93M -60,274 -5%
UBS AM
18
UBS AM
Illinois
$52.5M +$12.6M +259,760 +30%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$49.7M -$239K -4,909 -0.5%
SIM
20
Sprucegrove Investment Management
Ontario, Canada
$49.7M +$27M +554,300 +481%
Impax Asset Management Group
21
Impax Asset Management Group
United Kingdom
$49.1M +$2.89M +59,470 +6%
Northern Trust
22
Northern Trust
Illinois
$46.5M -$1.68M -34,610 -3%
CB
23
Cooke & Bieler
Pennsylvania
$41.6M -$982K -20,196 -2%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$41.4M +$16.9M +347,970 +64%
US Bancorp
25
US Bancorp
Minnesota
$39M -$872K -17,942 -2%

DCI Hedge Fund Activity: Q3 2020 in Review

363 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2020, worth a combined $4.65B — up 0.02% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DCI positions and 32 closed out — a net gain of 7 holders — while 108 added to existing stakes and 130 trimmed.

The largest buyer was Sprucegrove Investment Management, adding an estimated $27M. The largest seller was Vanguard Group, cutting an estimated $31.8M.

  • 363 institutional investors held Donaldson (DCI) as of Q3 2020, up from 356 in Q2 2020.
  • Funds reported $4.65B of Donaldson stock for Q3 2020, up 0.02% quarter-over-quarter.
  • 39 funds opened new Donaldson positions in Q3 2020 and 32 closed out, a net change of +7 holders.
  • The largest Donaldson buyer in Q3 2020 was Sprucegrove Investment Management, an estimated $27M added.
  • The largest Donaldson seller in Q3 2020 was Vanguard Group, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2020.