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Donaldson
DCI

417 hedge funds and large institutions have $5.67B invested in Donaldson in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 135 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

100% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 35

37% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $747K

16% more capital invested

Capital invested by funds: $4.91B → $5.67B (+$765M)

8% more funds holding

Funds holding: 387 → 417 (+30)

1% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 134

1.45% less ownership

Funds ownership: 81.73% → 80.28% (-1.5%)

Holders
417
Holders Change
+30
Holders Change %
+7.75%
% of All Funds
6.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
70
Increased
135
Reduced
134
Closed
35
Calls
$1.02M
Puts
$747K
Net Calls
+$277K
Net Calls Change
+$179K

Top Buyers

1
BlackRock
BlackRock
New York
+$29.8M
2
Morgan Stanley
Morgan Stanley
New York
+$23.2M
3
FMI
Fiduciary Management Inc
Wisconsin
+$12.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.8M
5
American Century Companies
American Century Companies
Missouri
+$8.15M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$64.3M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$55.5M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$31.1M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$25M
5
State Street
State Street
Massachusetts
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$38.1M +$5.11M +89,151 +16%
EIP
27
Epoch Investment Partners
New York
$37.7M +$2.02M +35,316 +6%
HighTower Advisors
28
HighTower Advisors
Illinois
$37.4M -$697K -12,176 -2%
ProShare Advisors
29
ProShare Advisors
Maryland
$35.7M +$5.19M +90,629 +18%
TD Asset Management
30
TD Asset Management
Ontario, Canada
$34M +$2.02M +35,199 +6%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$31.6M +$5.2M +90,829 +20%
US Bancorp
32
US Bancorp
Minnesota
$31.1M -$1.65M -28,898 -5%
MTC
33
McDaniel Terry & Co
Texas
$30.5M -$35.4K -618 -0.1%
N
34
Nuveen
North Carolina
$27.3M -$141K -2,465 -0.5%
Wells Fargo
35
Wells Fargo
California
$24.8M -$4.63M -80,843 -16%
GI
36
GAMCO Investors
Connecticut
$24.6M -$426K -7,434 -2%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$23.7M +$681K +11,893 +3%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$20.4M +$7.78M +135,796 +64%
Goldman Sachs
39
Goldman Sachs
New York
$19.9M +$1.25M +21,777 +7%
CIM
40
Confluence Investment Management
Missouri
$19.6M +$295K +5,157 +2%
Retirement Systems of Alabama
41
Retirement Systems of Alabama
Alabama
$19.4M -$295K -5,157 -2%
First Trust Advisors
42
First Trust Advisors
Illinois
$17.9M -$64.3M -1,122,945 -79%
Swiss National Bank
43
Swiss National Bank
Switzerland
$17.5M +$206K +3,600 +1%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$16.9M +$270K +4,711 +2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$15.9M -$3.39M -59,205 -18%
Legal & General Group
46
Legal & General Group
United Kingdom
$15.6M +$48.1K +840 +0.3%
Bank of America
47
Bank of America
North Carolina
$15.2M -$1.55M -27,130 -10%
JP Morgan Chase
48
JP Morgan Chase
New York
$13.5M -$3.32M -57,958 -20%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$13.4M +$1.12M +19,611 +9%
TAM
50
Tocqueville Asset Management
New York
$12.8M -$1.99M -34,685 -14%
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DCI Hedge Fund Activity: Q4 2022 in Review

417 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2022, worth a combined $5.67B — up 16% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new DCI positions and 35 closed out — a net gain of 35 holders — while 135 added to existing stakes and 134 trimmed.

The largest buyer was BlackRock, adding an estimated $29.8M. The largest seller was First Trust Advisors, cutting an estimated $64.3M.

  • 417 institutional investors held Donaldson (DCI) as of Q4 2022, up from 387 in Q3 2022.
  • Funds reported $5.67B of Donaldson stock for Q4 2022, up 16% quarter-over-quarter.
  • 70 funds opened new Donaldson positions in Q4 2022 and 35 closed out, a net change of +35 holders.
  • The largest Donaldson buyer in Q4 2022 was BlackRock, an estimated $29.8M added.
  • The largest Donaldson seller in Q4 2022 was First Trust Advisors, an estimated $64.3M sold.

Based on aggregated 13F filings for Q4 2022.