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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
PA
276
Profund Advisors
Maryland
$229K -$18K -345 -7%
TI
277
Trexquant Investment
Connecticut
$226K -$178K -3,411 -43%
AAS
278
Avantax Advisory Services
Texas
$226K -$1.25K -24 -0.5%
OFA
279
Oak Family Advisors
Illinois
$221K +$5.06K +97 +2%
RP
280
Riverwater Partners
Wisconsin
$219K -$8.35K -160 -3%
SOW
281
State of Wyoming
Wyoming
$215K +$20.6K +395 +10%
SFG
282
SNS Financial Group
Minnesota
$214K – – –
MKC
283
M. Kraus & Co
Vermont
$212K -$32.2K -617 -13%
SFO
284
Standard Family Office
South Dakota
$212K +$226K +4,329 New
ACIM
285
Azimuth Capital Investment Management
Michigan
$211K – – –
CAN
286
Cetera Advisor Networks
California
$209K +$223K +4,265 New
II
287
Inspire Investing
Idaho
$206K -$10.4K -199 -5%
BP
288
Ballentine Partners
Massachusetts
$204K – – –
HWM
289
HB Wealth Management
Georgia
$204K +$218K +4,171 New
VBFP
290
Valtinson Bruner Financial Planning
Minnesota
$201K -$7.46K -143 -3%
OTL
291
Oak Thistle LLC
New York
$200K +$214K +4,091 New
SCA
292
Stonebridge Capital Advisors
Minnesota
$198K – – –
Lazard Asset Management
293
Lazard Asset Management
New York
$172K +$106K +2,039 +137%
GJIC
294
Gamble Jones Investment Counsel
California
$172K +$183K +3,500 New
ACM
295
Aquatic Capital Management
Illinois
$132K +$104K +2,000 +286%
WT
296
Whittier Trust
California
$115K +$4.8K +92 +4%
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$113K -$3.13K -60 -3%
O
298
Ossiam
France
$108K +$115K +2,202 New
SPIA
299
Steward Partners Investment Advisory
New York
$99K +$7.83K +150 +8%
PI
300
PEAK6 Investments
Illinois
$99K +$105K +2,020 New
10 11
12
13 14

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.