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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
JWM
301
Janiczek Wealth Management
Colorado
$80K +$71.8K +1,426 +3,478%
Lazard Asset Management
302
Lazard Asset Management
New York
$71K -$9.4M -186,639 -99%
GWM
303
Geneos Wealth Management
Colorado
$71K +$10.1K +200 +16%
AF
304
Advisornet Financial
Minnesota
$67K -$2.1M -41,743 -97%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$67K -$2.52K -50 -3%
HI
306
Harbour Investments
Wisconsin
$62K +$65.1K +1,292 New
IA
307
IFP Advisors
Florida
$61K
EI
308
Ellevest Inc
New York
$61K +$34.7K +688 +117%
BSB
309
Bangor Savings Bank
Maine
$60K +$62.7K +1,244 New
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$51K +$4.89K +97 +10%
CFB
311
Cullen/Frost Bankers
Texas
$48K
TPCW
312
TD Private Client Wealth
New York
$41.4K +$353 +7 +0.8%
VVP
313
Venture Visionary Partners
Ohio
$40.2K +$42.1K +836 New
TWM
314
Tradition Wealth Management
Minnesota
$40K +$101 +2 +0.2%
CTC
315
Central Trust Company
Missouri
$39K
S
316
SignatureFD
Georgia
$39K +$20.9K +414 +106%
HPC
317
HM Payson & Co
Maine
$38K
GG
318
Gleason Group
Kentucky
$37K +$201 +4 +0.5%
PP
319
PrairieView Partners
Minnesota
$36K
PFS
320
Prospera Financial Services
Texas
$35K
ACM
321
Aquatic Capital Management
Illinois
$34K +$35.3K +700 New
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8K
WB
323
Webster Bank
Connecticut
$31K
RTC
324
Riverview Trust Company
Washington
$30K
Simplex Trading
325
Simplex Trading
Illinois
$29K -$198K -3,929 -86%

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.