Donaldson
417 hedge funds and large institutions have $5.67B invested in Donaldson in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 135 increasing their positions, 134 reducing their positions, and 35 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
100% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 35
37% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $747K
16% more capital invested
Capital invested by funds: $4.91B → $5.67B (+$765M)
8% more funds holding
Funds holding: 387 → 417 (+30)
1% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 134
1.45% less ownership
Funds ownership: 81.73% → 80.28% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$29.8M |
| 2 |
Morgan Stanley
New York
|
+$23.2M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$12.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.8M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$8.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$64.3M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$55.5M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$31.1M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$25M |
| 5 |
State Street
Boston,
Massachusetts
|
-$23.3M |
DCI Hedge Fund Activity: Q4 2022 in Review
417 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2022, worth a combined $5.67B — up 16% from $4.91B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new DCI positions and 35 closed out — a net gain of 35 holders — while 135 added to existing stakes and 134 trimmed.
The largest buyer was BlackRock, adding an estimated $29.8M. The largest seller was First Trust Advisors, cutting an estimated $64.3M.
- 417 institutional investors held Donaldson (DCI) as of Q4 2022, up from 387 in Q3 2022.
- Funds reported $5.67B of Donaldson stock for Q4 2022, up 16% quarter-over-quarter.
- 70 funds opened new Donaldson positions in Q4 2022 and 35 closed out, a net change of +35 holders.
- The largest Donaldson buyer in Q4 2022 was BlackRock, an estimated $29.8M added.
- The largest Donaldson seller in Q4 2022 was First Trust Advisors, an estimated $64.3M sold.
Based on aggregated 13F filings for Q4 2022.