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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
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$2.19M -$1.63M -31,300 -41%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$2.17M -$173K -3,305 -7%
RCP
128
Rothschild Capital Partners
New York
$2.16M
AIP
129
Ameritas Investment Partners
Nebraska
$2.1M -$41.9K -803 -2%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$2.03M +$172K +3,295 +9%
DekaBank Deutsche Girozentrale
131
DekaBank Deutsche Girozentrale
Germany
$2.03M +$586K +11,233 +37%
Citigroup
132
Citigroup
New York
$1.9M +$1.24M +23,750 +158%
Neuberger Berman Group
133
Neuberger Berman Group
New York
$1.85M +$4.49K +86 +0.2%
VFA
134
Values First Advisors
Tennessee
$1.8M +$50.3K +963 +3%
RFC
135
Regions Financial Corp
Alabama
$1.8M +$19.2K +368 +1%
HBWM
136
Hollow Brook Wealth Management
New York
$1.79M +$1.91M +36,569 New
Baird Financial Group
137
Baird Financial Group
Wisconsin
$1.79M -$218K -4,182 -10%
JIC
138
Johnson Investment Counsel
Ohio
$1.75M +$386K +7,400 +26%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$1.75M
BFG
140
Berger Financial Group
Minnesota
$1.65M
ASRS
141
Arizona State Retirement System
Arizona
$1.65M +$5.22K +100 +0.3%
FFN
142
Focus Financial Network
Minnesota
$1.61M +$574 +11 +0%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$1.61M +$20.9K +400 +1%
Acadian Asset Management
144
Acadian Asset Management
Massachusetts
$1.56M -$4.28M -81,898 -72%
SOMRS
145
State of Michigan Retirement System
Michigan
$1.53M -$15.7K -300 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
146
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.51M -$3.98M -76,156 -71%
PAG
147
Private Advisor Group
New Jersey
$1.51M -$16.3K -312 -1%
Walleye Capital
148
Walleye Capital
New York
$1.43M +$1.53M +29,226 New
DIA
149
Dean Investment Associates
Ohio
$1.43M +$14.6K +280 +1%
HBT
150
Hills Bank & Trust
Iowa
$1.34M -$24.3K -465 -2%

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.