We are live on ! Find out more
DCI icon

Donaldson

451 hedge funds and large institutions have $6.11B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 143 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $507K

3.15% more ownership

Funds ownership: 81.23%84.39% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less capital invested

Capital invested by funds: $6.15B → $6.11B (-$47.3M)

1% less funds holding

Funds holding: 456451 (-5)

13% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 165

Holders
451
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
143
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$48.3M +$7.03M +113,624 +16%
Charles Schwab
27
Charles Schwab
California
$44.1M +$480K +7,751 +1%
GF
28
Gabelli Funds
New York
$44M -$254K -4,100 -0.6%
GCM
29
Geneva Capital Management
Wisconsin
$43.6M +$169K +2,738 +0.4%
AQR Capital Management
30
AQR Capital Management
Connecticut
$41.6M +$5.91M +95,423 +16%
MPIA
31
Mountain Pacific Investment Advisers
Idaho
$40.9M -$449K -7,260 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$37.9M +$168K +2,720 +0.4%
EIP
33
Epoch Investment Partners
New York
$35.6M -$2.31M -37,355 -6%
Millennium Management
34
Millennium Management
New York
$34.7M +$10.1M +163,081 +39%
ProShare Advisors
35
ProShare Advisors
Maryland
$33.7M +$3.3M +53,253 +10%
MTC
36
McDaniel Terry & Co
Texas
$30.3M +$358K +5,786 +1%
US Bancorp
37
US Bancorp
Minnesota
$29.4M -$31K -501 -0.1%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$29.4M -$2.46M -39,731 -7%
N
39
Nuveen
North Carolina
$26.9M -$2.06M -33,262 -7%
GI
40
GAMCO Investors
Connecticut
$24.8M -$44.6K -720 -0.2%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$24.2M -$227K -3,661 -0.9%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$23.1M +$21.6M +349,188 +935%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$22.4M -$4.85M -78,416 -17%
CIM
44
Confluence Investment Management
Missouri
$20.4M -$11.8K -191 -0.1%
JAM
45
Jupiter Asset Management
United Kingdom
$19.2M -$3.74M -60,359 -16%
Ameriprise
46
Ameriprise
Minnesota
$19.2M -$620K -10,017 -3%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$18.7M
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$18.4M -$7.06M -113,991 -27%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$17.7M -$454K -7,328 -2%
JP Morgan Chase
50
JP Morgan Chase
New York
$17M -$2.32M -37,425 -12%

DCI Hedge Fund Activity: Q3 2023 in Review

451 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2023, worth a combined $6.11B — down 0.77% from $6.15B a quarter earlier.

Fund positioning in DCI was balanced in Q3 2023: 50 funds opened new positions, 50 closed out, 143 added to existing stakes and 165 trimmed.

The largest buyer was Wells Fargo, adding an estimated $165M. The largest seller was Allspring Global Investments, cutting an estimated $30.7M.

  • 451 institutional investors held Donaldson (DCI) as of Q3 2023, down from 456 in Q2 2023.
  • Funds reported $6.11B of Donaldson stock for Q3 2023, down 0.77% quarter-over-quarter.
  • 50 funds opened new Donaldson positions in Q3 2023 and 50 closed out, a net change of 0 holders.
  • The largest Donaldson buyer in Q3 2023 was Wells Fargo, an estimated $165M added.
  • The largest Donaldson seller in Q3 2023 was Allspring Global Investments, an estimated $30.7M sold.

Based on aggregated 13F filings for Q3 2023.