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Donaldson
DCI

387 hedge funds and large institutions have $4.91B invested in Donaldson in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 135 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $803K | Put options by funds: $705K

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

6% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 127

3% more capital invested

Capital invested by funds: $4.78B → $4.91B (+$128M)

0.91% more ownership

Funds ownership: 80.81% → 81.73% (+0.91%)

0% more funds holding

Funds holding: 386 → 387 (+1)

Holders
387
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
135
Reduced
127
Closed
36
Calls
$803K
Puts
$705K
Net Calls
+$98K
Net Calls Change
+$104K

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$54.1M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$32.2M
3
Morgan Stanley
Morgan Stanley
New York
+$12.7M
4
American Century Companies
American Century Companies
Missouri
+$11.1M
5
State Street
State Street
Massachusetts
+$6.94M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$16.1M
2
Millennium Management
Millennium Management
New York
-$15.3M
3
BlackRock
BlackRock
New York
-$12.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.79M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSRPS
226
Maryland State Retirement & Pension System
Maryland
$478K – – –
GT
227
Glenview Trust
Kentucky
$470K – – –
DADC
228
D.A. Davidson & Co
Montana
$465K +$1.04K +20 +0.2%
Arrowstreet Capital
229
Arrowstreet Capital
Massachusetts
$463K -$2.22M -42,606 -82%
QC
230
Quadrature Capital
United Kingdom
$439K +$47.1K +902 +11%
SAM
231
Shell Asset Management
Netherlands
$432K -$120K -2,308 -21%
NA
232
NewEdge Advisors
Louisiana
$422K +$679 +13 +0.2%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$414K +$103K +1,976 +31%
F
234
F3Logic
Minnesota
$409K – – –
PAMS
235
Pictet Asset Management (Switzerland)
Switzerland
$408K – – –
FWIA
236
Fort Washington Investment Advisors
Ohio
$407K – – –
NSAM
237
North Star Asset Management
Wisconsin
$402K -$15.7K -300 -4%
CG
238
Colony Group
Massachusetts
$397K -$418 -8 -0.1%
HF
239
HRT Financial
New York
$390K -$1.4M -26,776 -77%
Creative Planning
240
Creative Planning
Kansas
$380K +$4.54K +87 +1%
MAM
241
Martingale Asset Management
Massachusetts
$368K -$100K -1,919 -20%
Jane Street
242
Jane Street
New York
$339K -$39.3K -753 -10%
GCP
243
GSA Capital Partners
United Kingdom
$327K -$177K -3,391 -34%
SCM
244
Shelton Capital Management
Colorado
$326K – – –
RJT
245
Raymond James Trust
Florida
$325K +$7.26K +139 +2%
TCM
246
Teza Capital Management
Illinois
$323K +$344K +6,593 New
RGC
247
Roberts, Glore & Co
Illinois
$321K -$8.61K -165 -2%
TA
248
TFG Advisers
Michigan
$318K -$9.81K -188 -3%
WF
249
Welch & Forbes
Massachusetts
$312K +$332K +6,365 New
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$305K -$178K -3,404 -35%
8 9
10
11 12

DCI Hedge Fund Activity: Q3 2022 in Review

387 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2022, worth a combined $4.91B — up 2.7% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DCI positions and 36 closed out — a net gain of 4 holders — while 135 added to existing stakes and 127 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $54.1M. The largest seller was Franklin Resources, cutting an estimated $16.1M.

  • 387 institutional investors held Donaldson (DCI) as of Q3 2022, up from 386 in Q2 2022.
  • Funds reported $4.91B of Donaldson stock for Q3 2022, up 2.7% quarter-over-quarter.
  • 40 funds opened new Donaldson positions in Q3 2022 and 36 closed out, a net change of +4 holders.
  • The largest Donaldson buyer in Q3 2022 was Janus Henderson Group, an estimated $54.1M added.
  • The largest Donaldson seller in Q3 2022 was Franklin Resources, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2022.