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Donaldson
DCI

386 hedge funds and large institutions have $4.78B invested in Donaldson in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 143 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 120

1.08% more ownership

Funds ownership: 79.73% → 80.81% (+1.1%)

0% less call options, than puts

Call options by funds: $1.31M | Put options by funds: $1.32M

4% less funds holding

Funds holding: 402 → 386 (-16)

7% less capital invested

Capital invested by funds: $5.11B → $4.78B (-$337M)

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

Holders
386
Holders Change
-16
Holders Change %
-3.98%
% of All Funds
6.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
143
Reduced
120
Closed
49
Calls
$1.31M
Puts
$1.32M
Net Calls
-$6K
Net Calls Change
-$1.03M

Top Buyers

1
State Street
State Street
Massachusetts
+$41.5M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$33M
3
FMI
Fiduciary Management Inc
Wisconsin
+$19.1M
4
Millennium Management
Millennium Management
New York
+$12.9M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$12.1M

Top Sellers

1
RG
Renaissance Group
Kentucky
-$21.2M
2
GF
Greenhouse Funds
Maryland
-$21.2M
3
TAM
Tocqueville Asset Management
New York
-$15.1M
4
DZ Bank
DZ Bank
Germany
-$14.5M
5
MPI
Mairs & Power Inc
Minnesota
-$9.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$3.64M – – –
FNT
102
First Nebraska Trust
Nebraska
$3.49M +$427K +8,470 +13%
YCM
103
Yousif Capital Management
Michigan
$3.42M +$93.7K +1,860 +3%
AG
104
Algert Global
California
$3.19M +$2.15M +42,600 +180%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$3.19M -$259K -5,136 -7%
SIA
106
Sit Investment Associates
Minnesota
$3.16M – – –
NSIM
107
North Star Investment Management
Illinois
$3.07M – – –
CB
108
Commerce Bank
Missouri
$3.04M -$412K -8,184 -11%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.96M -$140K -2,774 -4%
Comerica Bank
110
Comerica Bank
Texas
$2.89M -$102K -2,019 -3%
GKIM
111
GW&K Investment Management
Massachusetts
$2.87M -$144K -2,850 -5%
MGWM
112
Marks Group Wealth Management
Minnesota
$2.83M -$994K -19,729 -25%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$2.78M – – –
H
114
HoyleCohen
California
$2.76M -$115K -2,275 -4%
LPL Financial
115
LPL Financial
California
$2.71M -$1.42M -28,166 -33%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$2.7M +$101K +2,000 +4%
Barclays
117
Barclays
United Kingdom
$2.68M +$26.6K +529 +1%
BG
118
Bahl & Gaynor
Ohio
$2.59M +$8.31K +165 +0.3%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$2.51M +$336K +6,679 +15%
VanEck Associates
120
VanEck Associates
New York
$2.51M -$12.6K -251 -0.5%
Arrowstreet Capital
121
Arrowstreet Capital
Massachusetts
$2.51M +$2.62M +52,058 New
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.35M +$183K +3,642 +8%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$2.34M – – –
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$2.33M +$164K +3,249 +7%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$2.29M -$227K -4,509 -9%
3 4
5
6 7

DCI Hedge Fund Activity: Q2 2022 in Review

386 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2022, worth a combined $4.78B — down 6.6% from $5.11B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of DCI and 42 opened new positions — a net loss of 7 holders — while 120 trimmed existing stakes and 143 added.

The largest buyer was State Street, adding an estimated $41.5M. The largest seller was Renaissance Group, cutting an estimated $21.2M.

  • 386 institutional investors held Donaldson (DCI) as of Q2 2022, down from 402 in Q1 2022.
  • Funds reported $4.78B of Donaldson stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 42 funds opened new Donaldson positions in Q2 2022 and 49 closed out, a net change of -7 holders.
  • The largest Donaldson buyer in Q2 2022 was State Street, an estimated $41.5M added.
  • The largest Donaldson seller in Q2 2022 was Renaissance Group, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2022.