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Donaldson
DCI

503 hedge funds and large institutions have $7.73B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 158 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 31

112% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $3.74M

12% more capital invested

Capital invested by funds: $6.87B → $7.73B (+$852M)

7% more funds holding

Funds holding: 470 → 503 (+33)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.64% less ownership

Funds ownership: 87.63% → 85.99% (-1.6%)

13% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 181

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
158
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M

Top Buyers

1
CAM
Close Asset Management
United Kingdom
+$27M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$25M
3
ERIM
Eagle Ridge Investment Management
Connecticut
+$23.1M
4
BlackRock
BlackRock
New York
+$22.8M
5
American Century Companies
American Century Companies
Missouri
+$15.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$141M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$61.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$40.7M
4
Millennium Management
Millennium Management
New York
-$20.2M
5
MPI
Mairs & Power Inc
Minnesota
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$950M -$11.4M -167,497 -1%
BlackRock
2
BlackRock
New York
$843M +$22.8M +335,029 +3%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$714M – – –
State Street
4
State Street
Massachusetts
$418M +$1.34M +19,748 +0.4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$341M +$2.66M +39,076 +0.9%
Franklin Resources
6
Franklin Resources
California
$216M +$3.05M +44,785 +2%
BTW
7
Boston Trust Walden
Massachusetts
$209M -$1.24M -18,203 -0.6%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$177M -$10.9M -160,927 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$165M +$8.5M +124,998 +6%
TD Asset Management
10
TD Asset Management
Ontario, Canada
$143M +$25M +367,705 +24%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$138M +$137K +2,017 +0.1%
FMI
12
Fiduciary Management Inc
Wisconsin
$137M +$802K +11,783 +0.6%
American Century Companies
13
American Century Companies
Missouri
$121M +$15.8M +231,864 +17%
MPI
14
Mairs & Power Inc
Minnesota
$120M -$19.6M -287,650 -15%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$115M +$8.81M +129,446 +9%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$104M -$1.44M -21,115 -1%
EIP
17
Epoch Investment Partners
New York
$99.5M +$12.9M +190,024 +17%
Morgan Stanley
18
Morgan Stanley
New York
$96.6M -$141M -2,069,485 -62%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$95.3M -$2.7M -39,753 -3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$86.4M -$1.7M -25,021 -2%
Invesco
21
Invesco
Georgia
$84.8M +$14.1M +207,945 +22%
First Trust Advisors
22
First Trust Advisors
Illinois
$73.6M -$40.7M -598,783 -38%
Northern Trust
23
Northern Trust
Illinois
$72.3M -$8.18M -120,234 -11%
Norges Bank
24
Norges Bank
Norway
$70.4M +$3.86M +56,808 +6%
Principal Financial Group
25
Principal Financial Group
Iowa
$64.4M -$911K -13,394 -2%
1
2 3 4 5

DCI Hedge Fund Activity: Q1 2024 in Review

503 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2024, worth a combined $7.73B — up 12% from $6.87B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DCI positions and 31 closed out — a net gain of 36 holders — while 158 added to existing stakes and 181 trimmed.

The largest buyer was Close Asset Management, adding an estimated $27M. The largest seller was Morgan Stanley, cutting an estimated $141M.

  • 503 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 12% quarter-over-quarter.
  • 67 funds opened new Donaldson positions in Q1 2024 and 31 closed out, a net change of +36 holders.
  • The largest Donaldson buyer in Q1 2024 was Close Asset Management, an estimated $27M added.
  • The largest Donaldson seller in Q1 2024 was Morgan Stanley, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2024.