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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
AA
126
ALPS Advisors
Colorado
$2.27M +$2.03M +40,358 +595%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$2.23M -$307K -6,087 -12%
Brown Advisory
128
Brown Advisory
Maryland
$2.18M +$15.8K +314 +0.7%
JIM
129
Jensen Investment Management
Oregon
$2.16M – – –
RCP
130
Rothschild Capital Partners
New York
$2.12M – – –
AIP
131
Ameritas Investment Partners
Nebraska
$2.1M +$2.57K +51 +0.1%
Two Sigma Investments
132
Two Sigma Investments
New York
$2.05M -$951K -18,881 -31%
T. Rowe Price Associates
133
T. Rowe Price Associates
Maryland
$2.02M +$124K +2,469 +6%
MYAM
134
Meiji Yasuda Asset Management
Japan
$1.98M +$270K +5,368 +15%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$1.96M +$23.3K +462 +1%
WIC
136
Willis Investment Counsel
Georgia
$1.84M -$25.4K -505 -1%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$1.83M -$615K -12,207 -24%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$1.81M +$151K +2,995 +9%
RFC
139
Regions Financial Corp
Alabama
$1.75M -$299K -5,943 -14%
VFA
140
Values First Advisors
Tennessee
$1.72M +$719K +14,271 +66%
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$1.71M -$234K -4,645 -12%
HF
142
HRT Financial
New York
$1.67M -$90.3K -1,792 -5%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$1.64M +$5.04K +100 +0.3%
BFG
144
Berger Financial Group
Minnesota
$1.62M – – –
ASRS
145
Arizona State Retirement System
Arizona
$1.61M +$3.38K +67 +0.2%
Allianz Asset Management
146
Allianz Asset Management
Germany
$1.6M -$397K -7,885 -19%
FFN
147
Focus Financial Network
Minnesota
$1.58M +$1.27M +25,147 +325%
SOMRS
148
State of Michigan Retirement System
Michigan
$1.51M +$5.04K +100 +0.3%
PAG
149
Private Advisor Group
New Jersey
$1.5M -$32.7K -650 -2%
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$1.48M +$1.1M +21,929 +249%
4 5
6
7 8

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.