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Donaldson
DCI

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: 386 → 387 (+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

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$54.1M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$32.2M
3
Morgan Stanley
Morgan Stanley
New York
+$12.7M
4
American Century Companies
American Century Companies
Missouri
+$11.1M
5
State Street
State Street
Massachusetts
+$6.94M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$16.1M
2
Millennium Management
Millennium Management
New York
-$15.3M
3
BlackRock
BlackRock
New York
-$12.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.79M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
TFM
377
TFC Financial Management
Massachusetts
$1K – – –
DI
378
Disciplined Investments
Oklahoma
$1K +$104 +2 +9%
SIC
379
SJS Investment Consulting
Ohio
$1K +$679 +13 New
OIA
380
Optimum Investment Advisors
Illinois
$1K +$1.46K +28 New
FHA
381
First Horizon Advisors
Tennessee
$1K +$1.77K +34 New
Bank of Montreal
382
Bank of Montreal
Ontario, Canada
$742 -$529K -10,143 -42%
ZIM
383
Zacks Investment Management
Illinois
– -$5.99M -124,465 Closed
EP
384
Edgestream Partners
New Jersey
– -$1.04M -21,633 Closed
TC
385
TwinBeech Capital
New York
– -$1M -20,821 Closed
N
386
Natixis
France
– -$948K -19,700 Closed
EGM
387
Engineers Gate Manager
New York
– -$897K -18,639 Closed
SG Americas Securities
388
SG Americas Securities
New York
– -$838K -17,415 Closed
PP
389
PDT Partners
New York
– -$734K -15,256 Closed
E
390
Ergoteles
New York
– -$657K -13,643 Closed
TCM
391
Twin Capital Management
Pennsylvania
– -$624K -12,965 Closed
MFS
392
Mirabella Financial Services
United Kingdom
– -$610K -12,679 Closed
Wellington Management Group
393
Wellington Management Group
Massachusetts
– -$584K -12,130 Closed
CANY
394
Caxton Associates (New York)
New York
– -$583K -12,112 Closed
OMC
395
Old Mission Capital
Illinois
– -$297K -6,179 Closed
TSS
396
Two Sigma Securities
New York
– -$291K -6,035 Closed
HIC
397
Hartline Investment Corp
Illinois
– -$255K -4,556 Closed
SF
398
Synovus Financial
Georgia
– -$213K -4,440 Closed
Pacer Advisors
399
Pacer Advisors
Pennsylvania
– -$202K -4,191 Closed
WB
400
WesBanco Bank
West Virginia
– -$202K -4,188 Closed
13 14 15
16
17

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.