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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
WPC
151
White Pine Capital
Minnesota
$1.31M
IMRF
152
Illinois Municipal Retirement Fund
Illinois
$1.28M
RBC
153
Romano Brothers & Co
Illinois
$1.26M +$1.33M +25,525 New
Allianz Asset Management
154
Allianz Asset Management
Germany
$1.25M -$408K -7,812 -24%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$1.24M +$300K +5,743 +30%
ASN
156
Advisory Services Network
Georgia
$1.22M +$59.8K +1,146 +5%
PCM
157
Palisade Capital Management
New Jersey
$1.15M +$59.9K +1,148 +5%
State of Wisconsin Investment Board
158
State of Wisconsin Investment Board
Wisconsin
$1.12M -$409K -7,830 -25%
BCWM
159
Bartlett & Co Wealth Management
Ohio
$1.12M -$4.8K -92 -0.4%
BC
160
Bartlett & Co
Ohio
$1.12M -$4.8K -92 -0.4%
APG Asset Management
161
APG Asset Management
Netherlands
$1.09M -$501K -9,600 -31%
URS
162
Utah Retirement Systems
Utah
$1.08M
Lido Advisors
163
Lido Advisors
California
$1.06M +$908K +17,395 +401%
Assenagon Asset Management
164
Assenagon Asset Management
Luxembourg
$1.05M +$1.12M +21,455 New
FAM
165
Formidable Asset Management
Ohio
$1.03M
WIC
166
Willis Investment Counsel
Georgia
$1.02M -$903K -17,294 -45%
M&T Bank
167
M&T Bank
New York
$1.01M -$41.1K -787 -4%
ANTB
168
AMG National Trust Bank
Colorado
$1M +$9.19K +176 +0.9%
PFO
169
Pathstone Family Office
New Jersey
$968K +$544K +10,418 +112%
NMERB
170
New Mexico Educational Retirement Board
New Mexico
$951K
JMPWA
171
JP Morgan Private Wealth Advisors
California
$951K +$69.2K +1,326 +7%
TRSOTSOK
172
Teachers Retirement System of the State of Kentucky
Kentucky
$950K +$1.01M +19,398 New
Federated Hermes
173
Federated Hermes
Pennsylvania
$946K -$67.9K -1,300 -6%
IIA
174
ICW Investment Advisors
Arizona
$946K +$5.74K +110 +0.6%
MFG
175
MidWestOne Financial Group
Iowa
$923K

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.