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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
Corient Private Wealth
151
Corient Private Wealth
Florida
$2.28M +$127K +2,023 +6%
IMRF
152
Illinois Municipal Retirement Fund
Illinois
$2.26M +$527K +8,382 +32%
SO
153
STRS Ohio
Ohio
$2.25M +$141K +2,248 +7%
BFG
154
Berger Financial Group
Minnesota
$2.25M -$12.5K -199 -0.6%
GWWM
155
Great Waters Wealth Management
Minnesota
$2.22M +$63 +1 +0%
BCI
156
Brinker Capital Investments
Pennsylvania
$2.18M +$819K +13,034 +64%
OPS
157
Orion Portfolio Solutions
Nebraska
$2.18M +$2.1M +33,375 New
SG Americas Securities
158
SG Americas Securities
New York
$2.14M +$1.09M +17,325 +112%
MCM
159
Monument Capital Management
Virginia
$2.14M +$2.05M +32,676 New
FFN
160
Focus Financial Network
Minnesota
$2.13M -$8.48K -135 -0.4%
LSERS
161
Louisiana State Employees Retirement System
Louisiana
$2.11M -$31.4K -500 -2%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$2.09M +$364K +5,800 +22%
HSBC Holdings
163
HSBC Holdings
United Kingdom
$2.02M -$870K -13,847 -31%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$2.01M +$1.89M +30,000 +3,750%
SOMRS
165
State of Michigan Retirement System
Michigan
$2.01M -$25.1K -400 -1%
PCM
166
Palisade Capital Management
New Jersey
$1.89M +$242K +3,858 +15%
BHCM
167
Boulder Hill Capital Management
New York
$1.84M +$1.77M +28,152 New
DIA
168
Dean Investment Associates
Ohio
$1.83M -$69.7K -1,109 -4%
PAG
169
Private Advisor Group
New Jersey
$1.83M -$90.9K -1,447 -5%
ASN
170
Advisory Services Network
Georgia
$1.78M +$73.3K +1,167 +4%
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$1.76M +$984K +15,665 +138%
ACM
172
Advisors Capital Management
New Jersey
$1.76M +$846K +13,465 +100%
SSA
173
Schonfeld Strategic Advisors
New York
$1.73M -$19K -302 -1%
SFI
174
Susquehanna Fundamental Investments
Pennsylvania
$1.7M -$365K -5,801 -18%
HBT
175
Hills Bank & Trust
Iowa
$1.68M -$61.5K -979 -4%
5 6
7
8 9

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.