We are live on ! Find out more
DCI icon

Donaldson
DCI

454 hedge funds and large institutions have $6.42B invested in Donaldson in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 22

91% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $621K

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

13% more capital invested

Capital invested by funds: $5.67B → $6.42B (+$751M)

9% more funds holding

Funds holding: 417 → 454 (+37)

0.81% more ownership

Funds ownership: 80.28% → 81.09% (+0.81%)

1% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 157

Holders
454
Holders Change
+37
Holders Change %
+8.87%
% of All Funds
7.24%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
64
Increased
156
Reduced
157
Closed
22
Calls
$1.19M
Puts
$621K
Net Calls
+$568K
Net Calls Change
+$291K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$19.6M
2
HF
HRT Financial
New York
+$17.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$16M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.4M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$12.3M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$37.7M
2
State Street
State Street
Massachusetts
-$29.3M
3
MPI
Mairs & Power Inc
Minnesota
-$23.5M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$18.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EARNEST Partners
426
EARNEST Partners
Georgia
$4.7K – – –
MCM
427
Manchester Capital Management
Vermont
$4.64K – – –
QC
428
Quent Capital
New York
$4.45K – – –
SWM
429
Sugarloaf Wealth Management
Georgia
$4.44K – – –
BFEC
430
Benjamin F. Edwards & Company
Missouri
$4K – – –
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$3.59K – – –
BWM
432
Baystate Wealth Management
Massachusetts
$3.14K +$3.02K +48 New
HCP
433
Hexagon Capital Partners
Arkansas
$3.14K +$3.02K +48 New
CAL
434
Capital Advisors Ltd
Ohio
$3K – – –
PFBT
435
Parkside Financial Bank & Trust
Missouri
$2.68K -$754 -12 -23%
BIA
436
Bell Investment Advisors
California
$2.55K +$503 +8 +26%
GRP
437
Global Retirement Partners
California
$2.46K +$2.39K +38 New
Commonwealth Equity Services
438
Commonwealth Equity Services
Massachusetts
$2.44K -$904K -14,392 -28%
VCM
439
Versant Capital Management
Arizona
$2.35K – – –
MRCM
440
M&R Capital Management
New Jersey
$2.16K – – –
SIC
441
SJS Investment Consulting
Ohio
$2.09K +$189 +3 +10%
DI
442
Disciplined Investments
Oklahoma
$1.57K – – –
FP
443
Financial Perspectives
Minnesota
$1.44K – – –
CFD
444
Creative Financial Designs
Indiana
$1.37K – – –
GWS
445
Glassman Wealth Services
Virginia
$1.37K +$817 +13 +163%
TFM
446
TFC Financial Management
Massachusetts
$1.31K – – –
CWP
447
Concord Wealth Partners
Virginia
$1.11K – – –
MAM
448
Meeder Asset Management
Ohio
$980 -$16.4K -261 -95%
KHC
449
Koesten Hirschmann & Crabtree
Kansas
$915 +$880 +14 New
TWD
450
True Wealth Design
Ohio
$654 +$628 +10 New
16 17
18
19 20

DCI Hedge Fund Activity: Q1 2023 in Review

454 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2023, worth a combined $6.42B — up 13% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DCI positions and 22 closed out — a net gain of 42 holders — while 156 added to existing stakes and 157 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.6M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $37.7M.

  • 454 institutional investors held Donaldson (DCI) as of Q1 2023, up from 417 in Q4 2022.
  • Funds reported $6.42B of Donaldson stock for Q1 2023, up 13% quarter-over-quarter.
  • 64 funds opened new Donaldson positions in Q1 2023 and 22 closed out, a net change of +42 holders.
  • The largest Donaldson buyer in Q1 2023 was Millennium Management, an estimated $19.6M added.
  • The largest Donaldson seller in Q1 2023 was Fuller & Thaler Asset Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2023.