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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
LIM
451
Longfellow Investment Management
Massachusetts
$653 – – –
FFA
452
Farther Finance Advisors
California
$588 +$314 +5 +125%
TWA
453
TCI Wealth Advisors
Arizona
$458 – – –
TWP
454
TFO Wealth Partners
Ohio
$261 +$189 +3 +300%
PA
455
PSI Advisors
Florida
$131 – – –
MYAM
456
Meiji Yasuda Asset Management
Japan
– -$5.41K -91,816 Closed
CWM
457
CIBC World Markets
New York
– -$1.06M -18,000 Closed
OQS
458
Occudo Quantitative Strategies
Florida
– -$1.05M -17,885 Closed
CCS
459
Concentric Capital Strategies
Connecticut
– -$952K -16,165 Closed
USAA
460
United Services Automobile Association
Texas
– -$818K -13,905 Closed
DCM
461
Dupont Capital Management
Delaware
– -$565K -9,600 Closed
APWM
462
Argonautica Private Wealth Management
Massachusetts
– -$382K -6,490 Closed
Renaissance Technologies
463
Renaissance Technologies
New York
– -$306K -5,200 Closed
AIM
464
Aigen Investment Management
New York
– -$213K -3,615 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
465
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$124K -2,107 Closed
Rockefeller Capital Management
466
Rockefeller Capital Management
New York
– -$82K -1,414 Closed
QT
467
Quantbot Technologies
New York
– -$51.9K -881 Closed
AF
468
Affiance Financial
Minnesota
– -$41.2K -700 Closed
MPCL
469
My Personal CFO LLC
Washington
– -$14.3K -243 Closed
Group One Trading
470
Group One Trading
Illinois
– -$12.6K -200 Closed
Simplex Trading
471
Simplex Trading
Illinois
– -$6K -105 Closed
PWS
472
Paragon Wealth Strategies
Florida
– -$2.6K -44 Closed
OIA
473
Optimum Investment Advisors
Illinois
– -$1.65K -28 Closed
ST
474
Sageworth Trust
Pennsylvania
– -$2K -28 Closed
SWA
475
Sutton Wealth Advisors
Florida
– -$1.29K -22 Closed
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.