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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
DT
401
Diversified Trust
Tennessee
– -$635K -12,221 Closed
WAG
402
Winthrop Advisory Group
Massachusetts
– -$568K -10,945 Closed
AC
403
Apogem Capital
New York
– -$531K -10,231 Closed
MM
404
MQS Management
New York
– -$426K -8,196 Closed
DCM
405
Dupont Capital Management
Delaware
– -$395K -7,606 Closed
FRM
406
Fox Run Management
Connecticut
– -$363K -6,992 Closed
CIC
407
Carnegie Investment Counsel
Ohio
– -$359K -6,916 Closed
Truist Financial
408
Truist Financial
North Carolina
– -$245K -4,716 Closed
BL
409
Balentine LLC
Georgia
– -$221K -4,263 Closed
Janney Montgomery Scott
410
Janney Montgomery Scott
Pennsylvania
– -$219K -4,209 Closed
WTB
411
Washington Trust Bank
Washington
– -$209K -4,023 Closed
DA
412
Duality Advisers
Florida
– -$204K -3,930 Closed
AWS
413
Atria Wealth Solutions
New York
– -$204K -3,923 Closed
CFA
414
CWS Financial Advisors
Michigan
– -$200K -3,860 Closed
QT
415
Quantbot Technologies
New York
– -$125K -2,426 Closed
Koshinski Asset Management
416
Koshinski Asset Management
Illinois
– -$68.7K -1,322 Closed
AWA
417
Artemis Wealth Advisors
New York
– -$35.7K -688 Closed
CAGAS
418
Capital Advisory Group Advisory Services
Minnesota
– -$21K -400 Closed
GAM
419
Gemmer Asset Management
California
– -$19K -368 Closed
ADL
420
Asset Dedication LLC
California
– -$16K -300 Closed
MA
421
MUFG Americas
New York
– -$6K -116 Closed
ETC
422
Exchange Traded Concepts
Oklahoma
– -$5K -98 Closed
PI
423
PEAK6 Investments
Illinois
– -$4.53K -90 Closed
AW
424
Alaethes Wealth
Nevada
– -$5K -89 Closed
MCC
425
Money Concepts Capital
Florida
– -$4K -74 Closed
14 15 16
17
18

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.