Donaldson
408 hedge funds and large institutions have $5.89B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 40 closing their positions.
35% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 40
26% more call options, than puts
Call options by funds: $3.19M | Put options by funds: $2.54M
3% more funds holding
Funds holding: 395 → 408 (+13)
5% more capital invested
Capital invested by funds: $5.63B → $5.89B (+$267M)
0.59% more ownership
Funds ownership: 80.34% → 80.92% (+0.59%)
15% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 150
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$59.8M |
| 2 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
+$57M |
| 3 |
RG
Renaissance Group
Covington,
Kentucky
|
+$28.8M |
| 4 |
BlackRock
New York
|
+$25.1M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$32.1M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$30.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$23.7M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$20.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.7M |
DCI Hedge Fund Activity: Q1 2021 in Review
408 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2021, worth a combined $5.89B — up 4.7% from $5.63B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new DCI positions and 40 closed out — a net gain of 14 holders — while 127 added to existing stakes and 150 trimmed.
The largest buyer was Wells Fargo, adding an estimated $59.8M. The largest seller was Pictet Asset Management (UK), cutting an estimated $32.1M.
- 408 institutional investors held Donaldson (DCI) as of Q1 2021, up from 395 in Q4 2020.
- Funds reported $5.89B of Donaldson stock for Q1 2021, up 4.7% quarter-over-quarter.
- 54 funds opened new Donaldson positions in Q1 2021 and 40 closed out, a net change of +14 holders.
- The largest Donaldson buyer in Q1 2021 was Wells Fargo, an estimated $59.8M added.
- The largest Donaldson seller in Q1 2021 was Pictet Asset Management (UK), an estimated $32.1M sold.
Based on aggregated 13F filings for Q1 2021.