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Donaldson
DCI

454 hedge funds and large institutions have $6.42B invested in Donaldson in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 22

91% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $621K

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

13% more capital invested

Capital invested by funds: $5.67B → $6.42B (+$751M)

9% more funds holding

Funds holding: 417 → 454 (+37)

0.81% more ownership

Funds ownership: 80.28% → 81.09% (+0.81%)

1% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 157

Holders
454
Holders Change
+37
Holders Change %
+8.87%
% of All Funds
7.24%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
64
Increased
156
Reduced
157
Closed
22
Calls
$1.19M
Puts
$621K
Net Calls
+$568K
Net Calls Change
+$291K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$19.6M
2
HF
HRT Financial
New York
+$17.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$16M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.4M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$12.3M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$37.7M
2
State Street
State Street
Massachusetts
-$29.3M
3
MPI
Mairs & Power Inc
Minnesota
-$23.5M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$18.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
276
Summit Trail Advisors
New York
$456K +$45.4K +723 +12%
LFP
277
Leeward Financial Partners
Washington
$455K +$438K +6,964 New
SPA
278
Sherbrooke Park Advisers
New York
$451K -$12.6K -200 -3%
RJT
279
Raymond James Trust
Florida
$433K -$1.45K -23 -0.3%
SWM
280
Sendero Wealth Management
Texas
$432K +$70.7K +1,125 +20%
WS
281
Wedbush Securities
California
$432K +$77.2K +1,229 +23%
JFGIW
282
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$432K +$415K +6,611 New
TA
283
TFG Advisers
Michigan
$418K -$1.76K -28 -0.4%
WF
284
Welch & Forbes
Massachusetts
$416K – – –
Mackenzie Financial
285
Mackenzie Financial
Ontario, Canada
$414K +$49.3K +784 +14%
RGC
286
Roberts, Glore & Co
Illinois
$405K – – –
SCM
287
Shelton Capital Management
Colorado
$399K -$13.5K -215 -3%
ACIM
288
Azimuth Capital Investment Management
Michigan
$399K – – –
UB
289
UMB Bank
Missouri
$392K – – –
FNBOO
290
First National Bank of Omaha
Nebraska
$386K – – –
ST
291
Sabal Trust
Florida
$374K +$7.86K +125 +2%
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$368K +$3.83K +61 +1%
HTHT
293
Hemenway Trust Hemenway Trust
New Hampshire
$366K -$18.9K -300 -5%
IFU
294
iSAM Funds (UK)
United Kingdom
$360K +$27.1K +432 +9%
GVAG
295
Great Valley Advisor Group
Delaware
$355K +$4.78K +76 +1%
KFS
296
Kurt F. Somerville
$351K -$20.1K -320 -6%
First Eagle Investment Management
297
First Eagle Investment Management
New York
$350K +$330K +5,250 +5,097%
TCM
298
Teza Capital Management
Illinois
$348K -$937K -14,912 -74%
RP
299
Riverwater Partners
Wisconsin
$339K +$2.83K +45 +0.9%
BFM
300
Boothbay Fund Management
New York
$337K +$79.1K +1,258 +32%
10 11
12
13 14

DCI Hedge Fund Activity: Q1 2023 in Review

454 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2023, worth a combined $6.42B — up 13% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DCI positions and 22 closed out — a net gain of 42 holders — while 156 added to existing stakes and 157 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.6M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $37.7M.

  • 454 institutional investors held Donaldson (DCI) as of Q1 2023, up from 417 in Q4 2022.
  • Funds reported $6.42B of Donaldson stock for Q1 2023, up 13% quarter-over-quarter.
  • 64 funds opened new Donaldson positions in Q1 2023 and 22 closed out, a net change of +42 holders.
  • The largest Donaldson buyer in Q1 2023 was Millennium Management, an estimated $19.6M added.
  • The largest Donaldson seller in Q1 2023 was Fuller & Thaler Asset Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2023.