Donaldson
527 hedge funds and large institutions have $6.9B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 180 increasing their positions, 179 reducing their positions, and 70 closing their positions.
313% more call options, than puts
Call options by funds: $8.31M | Put options by funds: $2.01M
1.1% more ownership
Funds ownership: 84.73% → 85.84% (+1.1%)
1% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 179
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 70
1% less funds holding
Funds holding: 535 → 527 (-8)
8% less capital invested
Capital invested by funds: $7.48B → $6.9B (-$573M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
+$67.6M |
| 2 |
Morgan Stanley
New York
|
+$61.7M |
| 3 |
CC
Capital Counsel
New York
|
+$40.2M |
| 4 |
BlackRock
New York
|
+$38.4M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$208M |
| 2 |
Millennium Management
New York
|
-$32.7M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$16.5M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$14.6M |
| 5 |
Renaissance Technologies
New York
|
-$13.2M |
DCI Hedge Fund Activity: Q4 2024 in Review
527 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2024, worth a combined $6.9B — down 7.7% from $7.48B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of DCI and 66 opened new positions — a net loss of 4 holders — while 179 trimmed existing stakes and 180 added.
The largest buyer was Scharf Investments, opening a new position worth an estimated $67.6M. The largest seller was Franklin Resources, cutting an estimated $208M.
- 527 institutional investors held Donaldson (DCI) as of Q4 2024, down from 535 in Q3 2024.
- Funds reported $6.9B of Donaldson stock for Q4 2024, down 7.7% quarter-over-quarter.
- 66 funds opened new Donaldson positions in Q4 2024 and 70 closed out, a net change of -4 holders.
- The largest Donaldson buyer in Q4 2024 was Scharf Investments, an estimated $67.6M added.
- The largest Donaldson seller in Q4 2024 was Franklin Resources, an estimated $208M sold.
Based on aggregated 13F filings for Q4 2024.