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Donaldson

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: 386387 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ST
251
Somerset Trust
Pennsylvania
$304K
Two Sigma Investments
252
Two Sigma Investments
New York
$302K -$1.9M -36,406 -86%
UB
253
UMB Bank
Missouri
$295K
FNBOO
254
First National Bank of Omaha
Nebraska
$289K
HTHT
255
Hemenway Trust Hemenway Trust
New Hampshire
$289K
TRCT
256
Tower Research Capital (TRC)
New York
$285K -$79.7K -1,526 -21%
KFS
257
Kurt F. Somerville
$279K -$522 -10 -0.2%
CA
258
Claro Advisors
Massachusetts
$279K
D.E. Shaw & Co
259
D.E. Shaw & Co
New York
$276K -$5.2M -99,709 -95%
ST
260
Sabal Trust
Florida
$276K +$1.88K +36 +0.6%
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$268K +$9.66K +185 +4%
WS
262
Wedbush Securities
California
$267K +$22.4K +430 +9%
BFM
263
Boothbay Fund Management
New York
$266K +$284K +5,432 New
STA
264
Summit Trail Advisors
New York
$264K -$10K -192 -3%
GVAG
265
Great Valley Advisor Group
Delaware
$262K
NERM
266
New England Research & Management
Illinois
$261K
IP
267
Isthmus Partners
Wisconsin
$254K +$271K +5,192 New
Mitsubishi UFJ Trust & Banking
268
Mitsubishi UFJ Trust & Banking
Japan
$253K -$23K -440 -8%
Deutsche Bank
269
Deutsche Bank
Germany
$252K -$3.96M -75,867 -94%
BCI
270
Brinker Capital Investments
Pennsylvania
$248K -$3.65K -70 -1%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$247K
PCM
272
Parsons Capital Management
Rhode Island
$243K
SFS
273
Stiles Financial Services
Minnesota
$238K +$21.8K +417 +9%
NIM
274
Northeast Investment Management
Massachusetts
$235K -$9.55K -183 -4%
WTC
275
WhitTier Trust Company
Nevada
$231K

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.