We are live on ! Find out more
DCI icon

Donaldson

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: 402386 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
176
Engineers Gate Manager
New York
$897K -$3.39M -67,395 -78%
FAM
177
Formidable Asset Management
Ohio
$893K
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$886K
ACM
179
AlphaCrest Capital Management
New York
$880K +$578K +11,474 +169%
JMPWA
180
JP Morgan Private Wealth Advisors
California
$870K +$81.6K +1,620 +10%
SOADOR
181
State of Alaska Department of Revenue
Alaska
$854K +$18.6K +370 +2%
SG Americas Securities
182
SG Americas Securities
New York
$838K -$983K -19,525 -53%
CGH
183
Crossmark Global Holdings
Texas
$832K -$74K -1,470 -8%
X
184
Xponance
Pennsylvania
$803K +$74.9K +1,487 +10%
BCV
185
Banque Cantonale Vaudoise
Switzerland
$802K -$20.7K -410 -2%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$802K
NW
187
NewEdge Wealth
Pennsylvania
$791K +$272K +5,400 +49%
WG
188
Winton Group
United Kingdom
$778K -$130K -2,585 -14%
AAM
189
Azzad Asset Management
Virginia
$776K +$840K +16,683 New
AIM
190
Allen Investment Management
New York
$770K
Skandinaviska Enskilda Banken (SEB)
191
Skandinaviska Enskilda Banken (SEB)
Sweden
$741K
PP
192
PDT Partners
New York
$734K +$238K +4,733 +45%
Citigroup
193
Citigroup
New York
$725K -$631K -12,526 -45%
GBWM
194
Granite Bay Wealth Management
New Hampshire
$722K
BONH
195
Bank of New Hampshire
New Hampshire
$719K -$40.5K -804 -5%
Nomura Asset Management
196
Nomura Asset Management
Japan
$716K +$722K +14,341 +2,706%
GIP
197
Granite Investment Partners
California
$696K
QCM
198
Quantinno Capital Management
New York
$687K +$79K +1,568 +12%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$680K -$106K -2,113 -13%
VAS
200
Vestmark Advisory Solutions
Massachusetts
$666K +$146K +2,905 +27%

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.