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Donaldson
DCI

454 hedge funds and large institutions have $6.42B invested in Donaldson in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 22

91% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $621K

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

13% more capital invested

Capital invested by funds: $5.67B → $6.42B (+$751M)

9% more funds holding

Funds holding: 417 → 454 (+37)

0.81% more ownership

Funds ownership: 80.28% → 81.09% (+0.81%)

1% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 157

Holders
454
Holders Change
+37
Holders Change %
+8.87%
% of All Funds
7.24%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
64
Increased
156
Reduced
157
Closed
22
Calls
$1.19M
Puts
$621K
Net Calls
+$568K
Net Calls Change
+$291K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$19.6M
2
HF
HRT Financial
New York
+$17.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$16M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.4M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$12.3M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$37.7M
2
State Street
State Street
Massachusetts
-$29.3M
3
MPI
Mairs & Power Inc
Minnesota
-$23.5M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$18.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Verition Fund Management
126
Verition Fund Management
Connecticut
$3.36M +$2.91M +46,270 +898%
CB
127
Commerce Bank
Missouri
$3.34M -$244K -3,890 -7%
VanEck Associates
128
VanEck Associates
New York
$3.32M +$388K +6,178 +14%
Russell Investments Group
129
Russell Investments Group
United Kingdom
$3.3M +$1.19M +18,988 +60%
LPL Financial
130
LPL Financial
California
$3.22M -$99.1K -1,577 -3%
SIA
131
Sit Investment Associates
Minnesota
$3.07M -$48.7K -775 -2%
DTL
132
Dynamic Technology Lab
Singapore
$3.04M +$1.71M +27,220 +141%
Brown Advisory
133
Brown Advisory
Maryland
$2.95M +$15.3K +243 +0.5%
AIP
134
Ameritas Investment Partners
Nebraska
$2.91M -$25.9K -412 -0.9%
JIM
135
Jensen Investment Management
Oregon
$2.89M – – –
RCP
136
Rothschild Capital Partners
New York
$2.88M – – –
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$2.82M -$40.4K -643 -1%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$2.8M -$679K -10,800 -20%
Lido Advisors
139
Lido Advisors
California
$2.64M +$859K +13,666 +51%
CF
140
Covea Finance
France
$2.55M -$1.04M -16,500 -30%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$2.44M +$2.35M +37,326 New
Baird Financial Group
142
Baird Financial Group
Wisconsin
$2.43M +$24.2K +385 +1%
Neuberger Berman Group
143
Neuberger Berman Group
New York
$2.42M +$14.8K +236 +0.6%
I
144
InceptionR
California
$2.4M +$2.31M +36,765 New
VFA
145
Values First Advisors
Tennessee
$2.38M +$24.7K +393 +1%
RFC
146
Regions Financial Corp
Alabama
$2.36M +$20.7K +329 +0.9%
JIC
147
Johnson Investment Counsel
Ohio
$2.32M – – –
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$2.32M -$35.7K -568 -2%
ASRS
149
Arizona State Retirement System
Arizona
$2.32M +$51.2K +814 +2%
APG Asset Management
150
APG Asset Management
Netherlands
$2.3M -$81.7K -1,300 -3%
4 5
6
7 8

DCI Hedge Fund Activity: Q1 2023 in Review

454 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q1 2023, worth a combined $6.42B — up 13% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DCI positions and 22 closed out — a net gain of 42 holders — while 156 added to existing stakes and 157 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.6M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $37.7M.

  • 454 institutional investors held Donaldson (DCI) as of Q1 2023, up from 417 in Q4 2022.
  • Funds reported $6.42B of Donaldson stock for Q1 2023, up 13% quarter-over-quarter.
  • 64 funds opened new Donaldson positions in Q1 2023 and 22 closed out, a net change of +42 holders.
  • The largest Donaldson buyer in Q1 2023 was Millennium Management, an estimated $19.6M added.
  • The largest Donaldson seller in Q1 2023 was Fuller & Thaler Asset Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2023.