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Donaldson

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: 386387 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$12.9M -$281K -5,391 -2%
TAM
52
Tocqueville Asset Management
New York
$12.4M +$171K +3,270 +1%
SEI Investments
53
SEI Investments
Pennsylvania
$11.2M +$1.71M +32,725 +17%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$10.4M +$52 +1 +0%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$10.2M -$263K -5,046 -2%
UBS Group
56
UBS Group
Switzerland
$9.97M -$507K -9,706 -5%
UBS AM
57
UBS AM
Illinois
$9.91M -$1.35M -25,854 -11%
RJA
58
Raymond James & Associates
Florida
$9.69M +$4.2M +80,493 +69%
AllianceBernstein
59
AllianceBernstein
Tennessee
$9.67M -$109K -2,093 -1%
AIG
60
American International Group
New York
$9.56M -$478K -9,160 -4%
Ameriprise
61
Ameriprise
Minnesota
$9.25M -$230K -4,406 -2%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$8.96M +$397K +7,600 +4%
AAM
63
Autus Asset Management
Arizona
$8.92M +$1.1K +21 +0%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$8.91M +$39.3K +752 +0.4%
SBH
65
Segall Bryant & Hamill
Illinois
$8.84M +$1.29M +24,690 +16%
Victory Capital Management
66
Victory Capital Management
Texas
$8.59M +$3.44K +66 +0%
WPC
67
Waters Parkerson & Co
Louisiana
$7.85M -$733K -14,050 -8%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$7.65M -$161K -3,092 -2%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$7.31M
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$7.11M +$43K +824 +0.6%
Voloridge Investment Management
71
Voloridge Investment Management
Florida
$6.95M -$3.83M -73,286 -34%
DWT
72
Dorsey & Whitney Trust
South Dakota
$6.79M -$281K -5,375 -4%
Stifel Financial
73
Stifel Financial
Missouri
$6.73M -$11.4K -218 -0.2%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$6.73M -$313K -6,000 -4%
AG
75
Algert Global
California
$6.03M +$2.96M +56,719 +86%

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.