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Donaldson

402 hedge funds and large institutions have $5.11B invested in Donaldson in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 135 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $752K

0.54% less ownership

Funds ownership: 80.27%79.73% (-0.54%)

9% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 149

5% less funds holding

Funds holding: 424402 (-22)

13% less capital invested

Capital invested by funds: $5.86B → $5.11B (-$750M)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

Holders
402
Holders Change
-22
Holders Change %
-5.19%
% of All Funds
6.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
135
Reduced
149
Closed
62
Calls
$1.77M
Puts
$752K
Net Calls
+$1.02M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$14.8M
DZ Bank
52
DZ Bank
Germany
$14.5M -$4.5M -82,641 -23%
Legal & General Group
53
Legal & General Group
United Kingdom
$14.4M -$48.3K -888 -0.3%
CS
54
Credit Suisse
Switzerland
$13M -$101K -1,857 -0.7%
Bank of America
55
Bank of America
North Carolina
$12.2M +$33.3K +611 +0.3%
UBS AM
56
UBS AM
Illinois
$11.2M +$240K +4,417 +2%
UBS Group
57
UBS Group
Switzerland
$11.1M -$1.6M -29,439 -12%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$11M -$4.49M -82,500 -28%
PPA
59
Parametric Portfolio Associates
Washington
$11M -$1.79M -32,921 -13%
AIG
60
American International Group
New York
$10.9M +$14.1K +259 +0.1%
Voloridge Investment Management
61
Voloridge Investment Management
Florida
$10.5M +$9.35M +171,758 +577%
AllianceBernstein
62
AllianceBernstein
Tennessee
$10.3M -$215K -3,942 -2%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$10M -$647K -11,883 -6%
Acadian Asset Management
64
Acadian Asset Management
Massachusetts
$9.98M +$2.57M +47,222 +33%
Lazard Asset Management
65
Lazard Asset Management
New York
$9.77M +$2.1M +38,608 +26%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$9.62M +$2.21M +40,554 +28%
Ameriprise
67
Ameriprise
Minnesota
$9.62M -$444K -8,161 -4%
AAM
68
Autus Asset Management
Arizona
$9.33M -$2.02M -37,137 -17%
JP Morgan Chase
69
JP Morgan Chase
New York
$9.22M -$2.72M -49,987 -22%
WPC
70
Waters Parkerson & Co
Louisiana
$8.96M +$48.2K +885 +0.5%
Victory Capital Management
71
Victory Capital Management
Texas
$8.55M +$8.67M +159,294 +1,055%
1832 Asset Management
72
1832 Asset Management
Ontario, Canada
$8.25M +$8.45M +155,254 +2,630%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$8.25M -$847K -15,555 -9%
SBH
74
Segall Bryant & Hamill
Illinois
$8.08M -$1.37M -25,148 -14%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$7.95M -$403K -7,405 -5%

DCI Hedge Fund Activity: Q1 2022 in Review

402 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2022, worth a combined $5.11B — down 13% from $5.86B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of DCI and 43 opened new positions — a net loss of 19 holders — while 149 trimmed existing stakes and 135 added.

The largest buyer was BlackRock, adding an estimated $22.5M. The largest seller was American Century Companies, cutting an estimated $55.3M.

  • 402 institutional investors held Donaldson (DCI) as of Q1 2022, down from 424 in Q4 2021.
  • Funds reported $5.11B of Donaldson stock for Q1 2022, down 13% quarter-over-quarter.
  • 43 funds opened new Donaldson positions in Q1 2022 and 62 closed out, a net change of -19 holders.
  • The largest Donaldson buyer in Q1 2022 was BlackRock, an estimated $22.5M added.
  • The largest Donaldson seller in Q1 2022 was American Century Companies, an estimated $55.3M sold.

Based on aggregated 13F filings for Q1 2022.