Donaldson
395 hedge funds and large institutions have $5.63B invested in Donaldson in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 123 increasing their positions, 135 reducing their positions, and 31 closing their positions.
473% more call options, than puts
Call options by funds: $6.19M | Put options by funds: $1.08M
116% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 31
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
21% more capital invested
Capital invested by funds: $4.66B → $5.63B (+$962M)
9% more funds holding
Funds holding: 364 → 395 (+31)
1.19% more ownership
Funds ownership: 79.14% → 80.34% (+1.2%)
9% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 135
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$39.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$32.2M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$22.6M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$15.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$37.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.4M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$20.8M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$19M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$17.6M |
DCI Hedge Fund Activity: Q4 2020 in Review
395 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2020, worth a combined $5.63B — up 21% from $4.66B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new DCI positions and 31 closed out — a net gain of 36 holders — while 123 added to existing stakes and 135 trimmed.
The largest buyer was Wells Fargo, adding an estimated $39.6M. The largest seller was Pictet Asset Management (UK), cutting an estimated $37.4M.
- 395 institutional investors held Donaldson (DCI) as of Q4 2020, up from 364 in Q3 2020.
- Funds reported $5.63B of Donaldson stock for Q4 2020, up 21% quarter-over-quarter.
- 67 funds opened new Donaldson positions in Q4 2020 and 31 closed out, a net change of +36 holders.
- The largest Donaldson buyer in Q4 2020 was Wells Fargo, an estimated $39.6M added.
- The largest Donaldson seller in Q4 2020 was Pictet Asset Management (UK), an estimated $37.4M sold.
Based on aggregated 13F filings for Q4 2020.