We are live on ! Find out more
DCI icon

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
GCM
26
Geneva Capital Management
Wisconsin
$33.3M -$414K -8,216 -1%
Morgan Stanley
27
Morgan Stanley
New York
$31.8M +$8.89M +176,435 +36%
DRZID
28
DePrince Race & Zollo Inc (DRZ)
Florida
$31.5M +$33M +655,101 New
HighTower Advisors
29
HighTower Advisors
Illinois
$31M -$1.16M -23,022 -3%
Invesco
30
Invesco
Georgia
$28.7M +$5.84M +115,931 +24%
US Bancorp
31
US Bancorp
Minnesota
$26.4M +$63.2K +1,255 +0.2%
EIP
32
Epoch Investment Partners
New York
$25.8M +$1.68M +33,400 +7%
MTC
33
McDaniel Terry & Co
Texas
$24.7M +$261K +5,185 +1%
Wells Fargo
34
Wells Fargo
California
$24.6M -$6.57M -130,470 -20%
N
35
Nuveen
North Carolina
$23.6M +$1.06M +21,102 +5%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$23.3M +$1.32M +26,287 +6%
ProShare Advisors
37
ProShare Advisors
Maryland
$22.3M +$3.31M +65,673 +17%
GI
38
GAMCO Investors
Connecticut
$21.3M -$111K -2,200 -0.5%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$21.1M +$5.44M +108,077 +33%
AQR Capital Management
40
AQR Capital Management
Connecticut
$20.1M +$234K +4,642 +1%
SIM
41
Sprucegrove Investment Management
Ontario, Canada
$19.2M -$428K -8,500 -2%
EVM
42
Eaton Vance Management
Massachusetts
$18.9M +$1.18M +23,462 +6%
Millennium Management
43
Millennium Management
New York
$18.3M +$12.9M +256,167 +207%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$17.8M +$1.5M +29,700 +9%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$16.2M +$34.2K +679 +0.2%
CIM
46
Confluence Investment Management
Missouri
$15.4M +$417K +8,284 +3%
SPF
47
Steven Patrick Farmer
$15.4M +$16.2M +320,667 New
Swiss National Bank
48
Swiss National Bank
Switzerland
$14M -$65.5K -1,300 -0.4%
Goldman Sachs
49
Goldman Sachs
New York
$13.8M -$3.42M -67,957 -19%
JP Morgan Chase
50
JP Morgan Chase
New York
$13.2M +$4.82M +95,644 +54%
1
2
3 4 5

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.