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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
Truist Financial
301
Truist Financial
North Carolina
$335K +$322K +5,125 New
SOW
302
State of Wyoming
Wyoming
$324K +$50.7K +807 +19%
PCM
303
Parsons Capital Management
Rhode Island
$323K – – –
DI
304
DFPG Investments
Utah
$319K +$31.9K +508 +12%
IEFM
305
IQ EQ Fund Management
Ireland
$318K +$57.2K +910 +23%
IP
306
Isthmus Partners
Wisconsin
$313K -$24.8K -395 -8%
NERM
307
New England Research & Management
Illinois
$309K -$12.6K -200 -4%
CANY
308
Caxton Associates (New York)
New York
$307K +$295K +4,701 New
SFS
309
Stiles Financial Services
Minnesota
$302K -$15.8K -251 -5%
AAS
310
Avantax Advisory Services
Texas
$300K -$691 -11 -0.2%
EP
311
Edgestream Partners
New Jersey
$300K +$288K +4,588 New
ACM
312
Anfield Capital Management
California
$299K +$288K +4,583 New
HIC
313
Hartline Investment Corp
Illinois
$298K – – –
OFA
314
Oak Family Advisors
Illinois
$296K -$126 -2 -0%
NIM
315
Northeast Investment Management
Massachusetts
$293K -$19.6K -312 -7%
HWM
316
HB Wealth Management
Georgia
$290K +$14.6K +233 +6%
BP
317
Ballentine Partners
Massachusetts
$286K +$22.7K +361 +9%
SFG
318
SNS Financial Group
Minnesota
$285K – – –
SPIA
319
Steward Partners Investment Advisory
New York
$278K +$68.5K +1,090 +34%
PA
320
Profund Advisors
Maryland
$277K -$29.5K -469 -10%
SCA
321
Stonebridge Capital Advisors
Minnesota
$277K – – –
Man Group
322
Man Group
United Kingdom
$275K – – –
II
323
Inspire Investing
Idaho
$273K +$10.9K +173 +4%
Cerity Partners
324
Cerity Partners
New York
$273K +$262K +4,171 New
HWAM
325
Hennion & Walsh Asset Management
New Jersey
$269K +$30K +477 +13%
11 12
13
14 15

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.