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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
JFGIW
401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$176K -3,655 Closed
CAPTRUST Financial Advisors
402
CAPTRUST Financial Advisors
North Carolina
-$135K -2,803 Closed
VVP
403
Venture Visionary Partners
Ohio
-$40.2K -836 Closed
PFS
404
Prospera Financial Services
Texas
-$35K -732 Closed
Simplex Trading
405
Simplex Trading
Illinois
-$32.4K -621 Closed
CI
406
CX Institutional
Indiana
-$23K -480 Closed
CWP
407
Concord Wealth Partners
Virginia
-$19K -385 Closed
PFBT
408
Parkside Financial Bank & Trust
Missouri
-$5.43K -104 -92%
STCOSD
409
Sageworth Trust Company of South Dakota
South Dakota
-$5K -99 Closed
ZB
410
Zions Bancorporation
Utah
-$5K -95 Closed
TCWM
411
Total Clarity Wealth Management
Illinois
-$3K -66 Closed
SFG
412
Steward Financial Group
Texas
-$2K -45 Closed
GCM
413
Gladius Capital Management
Illinois
-$3K -42 Closed
HS
414
Horan Securities
United States
-$2K -40 Closed
NIC
415
Northwest Investment Counselors
Oregon
-$2K -33 Closed
SWM
416
Spire Wealth Management
Virginia
-$2K -32 Closed
TWA
417
TCI Wealth Advisors
Arizona
-$1.51K -29 -81%
UFF
418
USA Financial Formulas
Michigan
-$1K -25 Closed
PA
419
PSI Advisors
Florida
+$104 +2 New

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.