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Donaldson
DCI

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: 386 → 387 (+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

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$54.1M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$32.2M
3
Morgan Stanley
Morgan Stanley
New York
+$12.7M
4
American Century Companies
American Century Companies
Missouri
+$11.1M
5
State Street
State Street
Massachusetts
+$6.94M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$16.1M
2
Millennium Management
Millennium Management
New York
-$15.3M
3
BlackRock
BlackRock
New York
-$12.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.79M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Asset Management
176
Nomura Asset Management
Japan
$919K +$202K +3,872 +26%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$902K – – –
ACM
178
AlphaCrest Capital Management
New York
$885K -$11.4K -219 -1%
NMIMC
179
Northwestern Mutual Investment Management Company
Wisconsin
$875K -$148K -2,837 -14%
QCM
180
Quantinno Capital Management
New York
$849K +$160K +3,058 +21%
SOADOR
181
State of Alaska Department of Revenue
Alaska
$841K -$30.5K -585 -3%
GC
182
Guggenheim Capital
Illinois
$837K +$329K +6,299 +58%
SFI
183
Susquehanna Fundamental Investments
Pennsylvania
$836K +$891K +17,061 New
NW
184
NewEdge Wealth
Pennsylvania
$832K +$28.3K +543 +3%
VAS
185
Vestmark Advisory Solutions
Massachusetts
$832K +$164K +3,148 +23%
CGH
186
Crossmark Global Holdings
Texas
$829K -$19.6K -376 -2%
X
187
Xponance
Pennsylvania
$818K +$1.25K +24 +0.1%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$817K – – –
DCM
189
Dupont Capital Management
Delaware
$811K +$864K +16,551 New
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$790K +$104K +1,995 +14%
AIM
191
Allen Investment Management
New York
$784K – – –
AAM
192
Azzad Asset Management
Virginia
$776K – – –
BCV
193
Banque Cantonale Vaudoise
Switzerland
$758K -$62.8K -1,203 -7%
Skandinaviska Enskilda Banken (SEB)
194
Skandinaviska Enskilda Banken (SEB)
Sweden
$740K -$15.7K -300 -2%
GBWM
195
Granite Bay Wealth Management
New Hampshire
$735K – – –
BONH
196
Bank of New Hampshire
New Hampshire
$732K -$104 -2 -0%
RG
197
Renaissance Group
Kentucky
$721K -$293K -5,606 -28%
GIP
198
Granite Investment Partners
California
$708K – – –
JG
199
Jefferies Group
New York
$708K +$754K +14,446 New
WG
200
Winton Group
United Kingdom
$704K -$93.8K -1,796 -11%
6 7
8
9 10

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.