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Donaldson

386 hedge funds and large institutions have $4.78B invested in Donaldson in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 143 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 120

1.08% more ownership

Funds ownership: 79.73%80.81% (+1.1%)

0% less call options, than puts

Call options by funds: $1.31M | Put options by funds: $1.32M

4% less funds holding

Funds holding: 402386 (-16)

7% less capital invested

Capital invested by funds: $5.11B → $4.78B (-$337M)

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

Holders
386
Holders Change
-16
Holders Change %
-3.98%
% of All Funds
6.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
143
Reduced
120
Closed
49
Calls
$1.31M
Puts
$1.32M
Net Calls
-$6K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
276
Riverwater Partners
Wisconsin
$223K +$233K +4,635 New
SFS
277
Stiles Financial Services
Minnesota
$214K +$856 +17 +0.4%
OFA
278
Oak Family Advisors
Illinois
$213K
SF
279
Synovus Financial
Georgia
$213K +$8.16K +162 +4%
II
280
Inspire Investing
Idaho
$212K -$5.79K -115 -3%
SFG
281
SNS Financial Group
Minnesota
$210K
Lido Advisors
282
Lido Advisors
California
$208K -$14.8K -294 -6%
ACIM
283
Azimuth Capital Investment Management
Michigan
$207K +$217K +4,300 New
VBFP
284
Valtinson Bruner Financial Planning
Minnesota
$204K -$6.65K -132 -3%
WB
285
WesBanco Bank
West Virginia
$202K -$35.3K -700 -14%
Pacer Advisors
286
Pacer Advisors
Pennsylvania
$202K +$211K +4,191 New
BP
287
Ballentine Partners
Massachusetts
$200K -$1.71K -34 -0.8%
SCA
288
Stonebridge Capital Advisors
Minnesota
$195K
SOW
289
State of Wyoming
Wyoming
$192K +$21.3K +423 +12%
JFGIW
290
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K +$42.1K +835 +30%
C
291
Covestor
United Kingdom
$151K +$36.4K +722 +30%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$135K +$9.32K +185 +7%
CI Investments Inc
293
CI Investments Inc
Ontario, Canada
$114K -$64.9K -1,288 -35%
WT
294
Whittier Trust
California
$109K -$1.56K -31 -1%
Macquarie Group
295
Macquarie Group
Australia
$106K
EW
296
Evoke Wealth
California
$97K
SPIA
297
Steward Partners Investment Advisory
New York
$90K
PCG
298
Private Capital Group
Connecticut
$88K
BFPW
299
BOK Financial Private Wealth
Colorado
$84K +$87.6K +1,740 New
BEI
300
Benjamin Edwards Inc
Missouri
$82K +$2.42K +48 +3%

DCI Hedge Fund Activity: Q2 2022 in Review

386 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2022, worth a combined $4.78B — down 6.6% from $5.11B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of DCI and 42 opened new positions — a net loss of 7 holders — while 120 trimmed existing stakes and 143 added.

The largest buyer was State Street, adding an estimated $41.5M. The largest seller was Renaissance Group, cutting an estimated $21.2M.

  • 386 institutional investors held Donaldson (DCI) as of Q2 2022, down from 402 in Q1 2022.
  • Funds reported $4.78B of Donaldson stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 42 funds opened new Donaldson positions in Q2 2022 and 49 closed out, a net change of -7 holders.
  • The largest Donaldson buyer in Q2 2022 was State Street, an estimated $41.5M added.
  • The largest Donaldson seller in Q2 2022 was Renaissance Group, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2022.