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Donaldson
DCI

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: 386 → 387 (+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

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$54.1M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$32.2M
3
Morgan Stanley
Morgan Stanley
New York
+$12.7M
4
American Century Companies
American Century Companies
Missouri
+$11.1M
5
State Street
State Street
Massachusetts
+$6.94M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$16.1M
2
Millennium Management
Millennium Management
New York
-$15.3M
3
BlackRock
BlackRock
New York
-$12.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.79M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
26
Geneva Capital Management
Wisconsin
$35.2M +$1.38M +26,428 +4%
MPIA
27
Mountain Pacific Investment Advisers
Idaho
$34.6M -$156K -2,998 -0.4%
HighTower Advisors
28
HighTower Advisors
Illinois
$31.7M +$165K +3,156 +0.5%
DRZID
29
DePrince Race & Zollo Inc (DRZ)
Florida
$31.1M -$1.02M -19,563 -3%
EIP
30
Epoch Investment Partners
New York
$29.7M +$3.62M +69,255 +13%
Invesco
31
Invesco
Georgia
$27.3M -$2.06M -39,387 -7%
US Bancorp
32
US Bancorp
Minnesota
$27.3M +$492K +9,429 +2%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$27M +$3.11M +59,550 +12%
MTC
34
McDaniel Terry & Co
Texas
$25.4M +$253K +4,842 +0.9%
ProShare Advisors
35
ProShare Advisors
Maryland
$25.2M +$2.72M +52,119 +11%
Wells Fargo
36
Wells Fargo
California
$24.6M -$414K -7,926 -2%
N
37
Nuveen
North Carolina
$22.8M -$1.23M -23,532 -5%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$21.9M +$430K +8,239 +2%
GI
39
GAMCO Investors
Connecticut
$20.8M -$913K -17,500 -4%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$19.1M +$1.07M +20,426 +6%
EVM
41
Eaton Vance Management
Massachusetts
$18.1M -$1.21M -23,139 -6%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$16.4M -$52.5K -1,005 -0.3%
AQR Capital Management
43
AQR Capital Management
Connecticut
$16.1M -$5.01M -96,062 -23%
CIM
44
Confluence Investment Management
Missouri
$16.1M +$381K +7,301 +2%
Goldman Sachs
45
Goldman Sachs
New York
$15.5M +$1.51M +28,965 +10%
Swiss National Bank
46
Swiss National Bank
Switzerland
$14.4M +$110K +2,100 +0.7%
JP Morgan Chase
47
JP Morgan Chase
New York
$14.1M +$750K +14,369 +5%
Bank of America
48
Bank of America
North Carolina
$14M +$3.42M +65,603 +30%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$13.8M +$562K +10,757 +4%
SIM
50
Sprucegrove Investment Management
Ontario, Canada
$13.4M -$6.47M -123,900 -31%
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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.