Donaldson
504 hedge funds and large institutions have $7.73B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 158 increasing their positions, 180 reducing their positions, and 31 closing their positions.
119% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 31
112% more call options, than puts
Call options by funds: $7.93M | Put options by funds: $3.74M
15% more capital invested
Capital invested by funds: $6.71B → $7.73B (+$1.01B)
7% more funds holding
Funds holding: 470 → 504 (+34)
0.48% more ownership
Funds ownership: 85.51% → 85.99% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 180
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Close Asset Management
London,
United Kingdom
|
+$27M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$25M |
| 3 |
ERIM
Eagle Ridge Investment Management
Stamford,
Connecticut
|
+$23.1M |
| 4 |
BlackRock
New York
|
+$22.8M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$40.7M |
| 2 |
Morgan Stanley
New York
|
-$26.4M |
| 3 |
Millennium Management
New York
|
-$20.2M |
| 4 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
-$19.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$15.6M |
DCI Hedge Fund Activity: Q1 2024 in Review
504 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2024, worth a combined $7.73B — up 15% from $6.71B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new DCI positions and 31 closed out — a net gain of 37 holders — while 158 added to existing stakes and 180 trimmed.
The largest buyer was Close Asset Management, adding an estimated $27M. The largest seller was First Trust Advisors, cutting an estimated $40.7M.
- 504 institutional investors held Donaldson (DCI) as of Q1 2024, up from 470 in Q4 2023.
- Funds reported $7.73B of Donaldson stock for Q1 2024, up 15% quarter-over-quarter.
- 68 funds opened new Donaldson positions in Q1 2024 and 31 closed out, a net change of +37 holders.
- The largest Donaldson buyer in Q1 2024 was Close Asset Management, an estimated $27M added.
- The largest Donaldson seller in Q1 2024 was First Trust Advisors, an estimated $40.7M sold.
Based on aggregated 13F filings for Q1 2024.