Donaldson
470 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 174 reducing their positions, and 31 closing their positions.
143% more call options, than puts
Call options by funds: $3.31M | Put options by funds: $1.36M
81% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 31
13% more capital invested
Capital invested by funds: $6.11B → $6.87B (+$767M)
4% more funds holding
Funds holding: 451 → 470 (+19)
3.25% more ownership
Funds ownership: 84.39% → 87.63% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
14% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$126M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$64.6M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$33.1M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$26.5M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$137M |
| 2 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$32M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
-$24.5M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$11.4M |
| 5 |
Bank of New York Mellon
New York
|
-$8.6M |
DCI Hedge Fund Activity: Q4 2023 in Review
470 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2023, worth a combined $6.87B — up 13% from $6.11B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new DCI positions and 31 closed out — a net gain of 25 holders — while 150 added to existing stakes and 174 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $126M. The largest seller was Wells Fargo, cutting an estimated $137M.
- 470 institutional investors held Donaldson (DCI) as of Q4 2023, up from 451 in Q3 2023.
- Funds reported $6.87B of Donaldson stock for Q4 2023, up 13% quarter-over-quarter.
- 56 funds opened new Donaldson positions in Q4 2023 and 31 closed out, a net change of +25 holders.
- The largest Donaldson buyer in Q4 2023 was Morgan Stanley, an estimated $126M added.
- The largest Donaldson seller in Q4 2023 was Wells Fargo, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2023.