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Donaldson

424 hedge funds and large institutions have $5.86B invested in Donaldson in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 137 increasing their positions, 142 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 46

5% more funds holding

Funds holding: 405424 (+19)

4% more capital invested

Capital invested by funds: $5.66B → $5.86B (+$205M)

0.72% more ownership

Funds ownership: 79.55%80.27% (+0.72%)

4% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 142

66% less call options, than puts

Call options by funds: $497K | Put options by funds: $1.47M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
424
Holders Change
+19
Holders Change %
+4.69%
% of All Funds
6.53%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
72
Increased
137
Reduced
142
Closed
46
Calls
$497K
Puts
$1.47M
Net Calls
-$970K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$39.8M +$611K +10,318 +2%
Wells Fargo
27
Wells Fargo
California
$38.8M -$128M -2,154,269 -77%
HighTower Advisors
28
HighTower Advisors
Illinois
$38M +$33.4M +564,293 +727%
US Bancorp
29
US Bancorp
Minnesota
$32.9M -$2.46M -41,596 -7%
ACA
30
Anchor Capital Advisors
Massachusetts
$32.7M -$210K -3,540 -0.6%
TAM
31
Tocqueville Asset Management
New York
$30.7M -$403K -6,805 -1%
MTC
32
McDaniel Terry & Co
Texas
$30M +$635K +10,728 +2%
Fuller & Thaler Asset Management
33
Fuller & Thaler Asset Management
California
$29.8M +$28.1M +474,722 +1,642%
Invesco
34
Invesco
Georgia
$29.2M +$667K +11,271 +2%
N
35
Nuveen
North Carolina
$29.1M +$8.58M +144,897 +42%
Morgan Stanley
36
Morgan Stanley
New York
$28.4M +$4.09M +69,081 +17%
GF
37
Greenhouse Funds
Maryland
$28.2M -$1.66M -28,090 -6%
GI
38
GAMCO Investors
Connecticut
$26.5M -$326K -5,500 -1%
SIM
39
Sprucegrove Investment Management
Ontario, Canada
$26.3M -$1.15M -19,500 -4%
RG
40
Renaissance Group
Kentucky
$25.1M -$3.2M -54,110 -11%
Goldman Sachs
41
Goldman Sachs
New York
$23.7M +$3.91M +65,983 +20%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$21.8M -$3.05M -51,594 -12%
DZ Bank
43
DZ Bank
Germany
$21.5M +$1.66M +28,100 +8%
ProShare Advisors
44
ProShare Advisors
Maryland
$21.4M +$3.19M +53,925 +18%
AQR Capital Management
45
AQR Capital Management
Connecticut
$21.2M +$1.19M +20,130 +6%
EIP
46
Epoch Investment Partners
New York
$20.6M +$735K +12,412 +4%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$20.4M -$8.38M -141,588 -29%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$20.3M +$736K +12,439 +4%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$20.2M +$140K +2,360 +0.7%
SEI Investments
50
SEI Investments
Pennsylvania
$19.9M -$436K -7,361 -2%

DCI Hedge Fund Activity: Q4 2021 in Review

424 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2021, worth a combined $5.86B — up 3.6% from $5.66B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DCI positions and 46 closed out — a net gain of 26 holders — while 137 added to existing stakes and 142 trimmed.

The largest buyer was American Century Companies, adding an estimated $60.8M. The largest seller was Atlanta Capital Management, exiting entirely with an estimated $134M sold.

  • 424 institutional investors held Donaldson (DCI) as of Q4 2021, up from 405 in Q3 2021.
  • Funds reported $5.86B of Donaldson stock for Q4 2021, up 3.6% quarter-over-quarter.
  • 72 funds opened new Donaldson positions in Q4 2021 and 46 closed out, a net change of +26 holders.
  • The largest Donaldson buyer in Q4 2021 was American Century Companies, an estimated $60.8M added.
  • The largest Donaldson seller in Q4 2021 was Atlanta Capital Management, an estimated $134M sold.

Based on aggregated 13F filings for Q4 2021.