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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
PA
326
Parallel Advisors
California
$33K +$16.8K +321 +89%
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.4K
WB
328
Webster Bank
Connecticut
$32K
RTC
329
Riverview Trust Company
Washington
$30K
EWA
330
EverSource Wealth Advisors
Alabama
$27K +$29.3K +561 New
APA
331
American Portfolios Advisors
New York
$25.1K +$10.6K +203 +66%
FF
332
FourThought Financial
Florida
$24K +$8.25K +158 +48%
Baillie Gifford & Co
333
Baillie Gifford & Co
United Kingdom
$21K
PK
334
Pflug Koory
Nebraska
$21K +$7.05K +135 +45%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$20K -$4.23K -81 -16%
WWM
336
Wolff Wiese Magana
California
$17K
IAMOG
337
Investors Asset Management of Georgia
Georgia
$16K
LC
338
Lindbrook Capital
California
$16K +$3.34K +64 +24%
BBHC
339
Brown Brothers Harriman & Co
New York
$16K +$14.7K +282 +522%
MAM
340
Meeder Asset Management
Ohio
$15K -$3.39K -65 -18%
CFGS
341
Concourse Financial Group Securities
Alabama
$14K +$12K +230 +354%
EBA
342
Eagle Bay Advisors
New York
$12K -$574 -11 -4%
BTI
343
Blue Trust Inc
Georgia
$12K +$4.59K +88 +54%
IBOK
344
Independence Bank of Kentucky
Kentucky
$12K +$12.5K +240 New
CB
345
Community Bank
New York
$11K +$11.4K +218 New
GWSG
346
GPS Wealth Strategies Group
Colorado
$10K -$11.2K -215 -51%
CWM
347
Castle Wealth Management
Florida
$10K
TCM
348
TD Capital Management
Tennessee
$10K +$10.5K +202 New
HC
349
Hoese & Co
Minnesota
$9K
JWA
350
JFS Wealth Advisors
Pennsylvania
$8K +$1.88K +36 +30%

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.