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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
EW
301
Evoke Wealth
California
$98K
EI
302
Ellevest Inc
New York
$96K +$35.4K +679 +53%
C
303
Covestor
United Kingdom
$89K -$69.2K -1,325 -42%
BEI
304
Benjamin Edwards Inc
Missouri
$88K +$4.65K +89 +5%
BFPW
305
BOK Financial Private Wealth
Colorado
$85K
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$84K +$16.3K +313 +22%
JWM
307
Janiczek Wealth Management
Colorado
$80K +$5.79K +111 +8%
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$75K -$629K -12,056 -89%
IA
309
IFP Advisors
Florida
$74K +$15.2K +291 +22%
AF
310
Advisornet Financial
Minnesota
$69K
HI
311
Harbour Investments
Wisconsin
$62K
BSB
312
Bangor Savings Bank
Maine
$61K
WFA
313
Wipfli Financial Advisors
Wisconsin
$58K +$61.5K +1,179 New
CFB
314
Cullen/Frost Bankers
Texas
$49K
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$45K -$6.47K -124 -12%
TPCW
316
TD Private Client Wealth
New York
$43.2K +$1.15K +22 +3%
TWM
317
Tradition Wealth Management
Minnesota
$41K +$52 +1 +0.1%
CTC
318
Central Trust Company
Missouri
$40K
GWM
319
Geneos Wealth Management
Colorado
$39K -$35.5K -680 -46%
ATC
320
Adirondack Trust Company
New York
$39K +$41.8K +800 New
S
321
SignatureFD
Georgia
$38K -$1.51K -29 -4%
HPC
322
HM Payson & Co
Maine
$38K
GG
323
Gleason Group
Kentucky
$38K +$157 +3 +0.4%
PP
324
PrairieView Partners
Minnesota
$37K
FAM
325
Fred Alger Management
New York
$35K +$37.4K +717 New

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.