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Donaldson
DCI

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: 402 → 386 (-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

Top Buyers

1
State Street
State Street
Massachusetts
+$41.5M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$33M
3
FMI
Fiduciary Management Inc
Wisconsin
+$19.1M
4
Millennium Management
Millennium Management
New York
+$12.9M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$12.1M

Top Sellers

1
RG
Renaissance Group
Kentucky
-$21.2M
2
GF
Greenhouse Funds
Maryland
-$21.2M
3
TAM
Tocqueville Asset Management
New York
-$15.1M
4
DZ Bank
DZ Bank
Germany
-$14.5M
5
MPI
Mairs & Power Inc
Minnesota
-$9.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
STCOSD
351
Sageworth Trust Company of South Dakota
South Dakota
$5K – – –
BCMLT
352
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
CFN
353
Cordasco Financial Network
Florida
$4K – – –
PTC
354
Private Trust Company
Ohio
$4K +$3.68K +73 New
GCM
355
Gladius Capital Management
Illinois
$3K -$109K -2,165 -98%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$3K – – –
CFGS
357
Concourse Financial Group Securities
Alabama
$3K – – –
EARNEST Partners
358
EARNEST Partners
Georgia
$3K – – –
First Manhattan
359
First Manhattan
New York
$3K – – –
SWM
360
Sugarloaf Wealth Management
Georgia
$3K – – –
SC
361
Schubert & Co
Texas
$3K +$1.81K +36 +212%
BBHC
362
Brown Brothers Harriman & Co
New York
$3K +$2.72K +54 New
TCWM
363
Total Clarity Wealth Management
Illinois
$3K +$3.32K +66 New
MCM
364
Manchester Capital Management
Vermont
$2K -$1.76K -35 -41%
ACM
365
AUA Capital Management
Pennsylvania
$2K – – –
NIC
366
Northwest Investment Counselors
Oregon
$2K – – –
VCM
367
Versant Capital Management
Arizona
$2K – – –
SWM
368
Spire Wealth Management
Virginia
$2K +$1.61K +32 New
TWA
369
TCI Wealth Advisors
Arizona
$2K +$1.81K +36 New
HS
370
Horan Securities
United States
$2K +$2.02K +40 New
First Eagle Investment Management
371
First Eagle Investment Management
New York
$2K +$2.22K +44 New
SFG
372
Steward Financial Group
Texas
$2K +$2.27K +45 New
Bank of Montreal
373
Bank of Montreal
Ontario, Canada
$1.25K +$432K +8,569 +55%
FP
374
Financial Perspectives
Minnesota
$1.06K – – –
SWA
375
Sutton Wealth Advisors
Florida
$1.06K +$1.01K +20 +1,000%
13 14
15
16 17

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.