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Donaldson
DCI

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: 386 → 387 (+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

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$54.1M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$32.2M
3
Morgan Stanley
Morgan Stanley
New York
+$12.7M
4
American Century Companies
American Century Companies
Missouri
+$11.1M
5
State Street
State Street
Massachusetts
+$6.94M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$16.1M
2
Millennium Management
Millennium Management
New York
-$15.3M
3
BlackRock
BlackRock
New York
-$12.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.79M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
101
Commerce Bank
Missouri
$2.97M -$135K -2,587 -4%
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$2.93M +$2.07M +39,698 +198%
AA
103
ALPS Advisors
Colorado
$2.9M +$623K +11,932 +25%
MGWM
104
Marks Group Wealth Management
Minnesota
$2.88M – – –
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$2.83M – – –
GKIM
106
GW&K Investment Management
Massachusetts
$2.78M -$149K -2,850 -5%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$2.76M +$4.86K +93 +0.2%
H
108
HoyleCohen
California
$2.75M -$60K -1,150 -2%
Renaissance Technologies
109
Renaissance Technologies
New York
$2.73M -$2.13M -40,900 -42%
CF
110
Covea Finance
France
$2.72M +$2.9M +55,483 New
LPL Financial
111
LPL Financial
California
$2.66M -$107K -2,045 -4%
CSS
112
Cubist Systematic Strategies
Connecticut
$2.65M -$1.82M -34,889 -39%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$2.59M +$35.5K +680 +1%
Barclays
114
Barclays
United Kingdom
$2.59M -$147K -2,819 -5%
BG
115
Bahl & Gaynor
Ohio
$2.58M -$60K -1,150 -2%
VanEck Associates
116
VanEck Associates
New York
$2.53M -$30.5K -584 -1%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$2.48M +$2.55M +48,946 New
Holocene Advisors
118
Holocene Advisors
New York
$2.47M -$1.67M -32,074 -39%
COPPSERS
119
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.4M +$3.86K +74 +0.2%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$2.38M – – –
T. Rowe Price Associates
121
T. Rowe Price Associates
Maryland
$2.38M +$340K +6,506 +15%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$2.38M -$418 -8 -0%
Macquarie Group
123
Macquarie Group
Australia
$2.21M +$2.22M +42,544 +1,927%
JIM
124
Jensen Investment Management
Oregon
$2.2M – – –
Brown Advisory
125
Brown Advisory
Maryland
$2.2M -$18.3K -351 -0.8%
3 4
5
6 7

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.