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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
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$24K +$13.6K +269 +121%
CI
327
CX Institutional
Indiana
$23K +$24.2K +480 New
Baillie Gifford & Co
328
Baillie Gifford & Co
United Kingdom
$21K
GWSG
329
GPS Wealth Strategies Group
Colorado
$20K
CWP
330
Concord Wealth Partners
Virginia
$19K +$8.51K +169 +78%
MAM
331
Meeder Asset Management
Ohio
$18K +$6.35K +126 +52%
WWM
332
Wolff Wiese Magana
California
$17K
PA
333
Parallel Advisors
California
$17K +$9.27K +184 +105%
FF
334
FourThought Financial
Florida
$16K +$1.21K +24 +8%
IAMOG
335
Investors Asset Management of Georgia
Georgia
$15K +$16.1K +320 New
APA
336
American Portfolios Advisors
New York
$14.9K +$806 +16 +5%
PK
337
Pflug Koory
Nebraska
$14K
LC
338
Lindbrook Capital
California
$13K -$504 -10 -4%
EBA
339
Eagle Bay Advisors
New York
$12.3K +$12.8K +255 New
CWM
340
Castle Wealth Management
Florida
$10K +$10.7K +212 New
HC
341
Hoese & Co
Minnesota
$9K
Bessemer Group
342
Bessemer Group
New Jersey
$8K +$1.86K +37 +30%
BTI
343
Blue Trust Inc
Georgia
$8K +$8.21K +163 New
BLC
344
Brown, Lisle/Cummings
Rhode Island
$6.02K
JWA
345
JFS Wealth Advisors
Pennsylvania
$6K -$1.66K -33 -21%
QCG
346
Quadrant Capital Group
Ohio
$5K -$10.4K -207 -68%
ZB
347
Zions Bancorporation
Utah
$5K -$1.71K -34 -26%
PFBT
348
Parkside Financial Bank & Trust
Missouri
$5K -$1.31K -26 -19%
JFA
349
JNBA Financial Advisors
Minnesota
$5K
PFA
350
Professional Financial Advisors
Nebraska
$5K

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.