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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
CFD
376
Creative Financial Designs
Indiana
$1K
LIM
377
Longfellow Investment Management
Massachusetts
$1K
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$1K
TFM
379
TFC Financial Management
Massachusetts
$1K
UFF
380
USA Financial Formulas
Michigan
$1K
DI
381
Disciplined Investments
Oklahoma
$1K +$151 +3 +16%
CAL
382
Capital Advisors Ltd
Ohio
$1K +$957 +19 New
BIA
383
Bell Investment Advisors
California
$1K +$1.06K +21 New
GF
384
Greenhouse Funds
Maryland
-$21.2M -407,802 Closed
DZ Bank
385
DZ Bank
Germany
-$14.5M -279,917 Closed
Walleye Capital
386
Walleye Capital
New York
-$7.13M -137,298 Closed
Amundi
387
Amundi
France
-$6.23M -121,223 Closed
PI
388
Putnam Investments
Massachusetts
-$3.31M -63,808 Closed
Tudor Investment Corp
389
Tudor Investment Corp
Connecticut
-$2.79M -53,744 Closed
HBWM
390
Hollow Brook Wealth Management
New York
-$2.34M -45,000 Closed
ACA
391
Anchor Capital Advisors
Massachusetts
-$2M -38,557 Closed
OSIA
392
O'Shares Investment Advisers
Massachusetts
-$1.99M -38,367 Closed
Qube Research & Technologies (QRT)
393
Qube Research & Technologies (QRT)
United Kingdom
-$1.9M -36,559 Closed
Verition Fund Management
394
Verition Fund Management
Connecticut
-$1.87M -36,038 Closed
BHIA
395
Birch Hill Investment Advisors
Massachusetts
-$1.66M -31,941 Closed
SSA
396
Schonfeld Strategic Advisors
New York
-$1.36M -26,160 Closed
OQS
397
Occudo Quantitative Strategies
Florida
-$1.11M -21,464 Closed
Man Group
398
Man Group
United Kingdom
-$871K -16,769 Closed
JF
399
Jump Financial
Illinois
-$815K -15,700 Closed
PI
400
PineBridge Investments
New York
-$745K -14,344 Closed

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.