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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
GAM
176
Gotham Asset Management
New York
$1.65M +$362K +5,760 +29%
RBC
177
Romano Brothers & Co
Illinois
$1.65M – – –
WPC
178
White Pine Capital
Minnesota
$1.64M -$98K -1,559 -6%
GC
179
Guggenheim Capital
Illinois
$1.59M -$286K -4,549 -16%
ECM
180
ExodusPoint Capital Management
New York
$1.55M +$1.49M +23,761 New
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$1.48M +$251K +3,987 +21%
ANTB
182
AMG National Trust Bank
Colorado
$1.46M +$107K +1,700 +8%
BCWM
183
Bartlett & Co Wealth Management
Ohio
$1.46M -$18.9K -300 -1%
BC
184
Bartlett & Co
Ohio
$1.46M -$18.9K -300 -1%
Aviva
185
Aviva
United Kingdom
$1.46M +$688K +10,955 +96%
NMERB
186
New Mexico Educational Retirement Board
New Mexico
$1.45M +$176K +2,800 +14%
URS
187
Utah Retirement Systems
Utah
$1.45M +$12.6K +200 +0.9%
Citigroup
188
Citigroup
New York
$1.44M +$118K +1,871 +9%
M&T Bank
189
M&T Bank
New York
$1.42M -$43.2K -688 -3%
DA
190
Duality Advisers
Florida
$1.4M +$1.35M +21,483 New
PMEF
191
Point72 Middle East FZE
United Arab Emirates
$1.36M +$704K +11,209 +116%
GIA
192
GHP Investment Advisors
Colorado
$1.36M +$230K +3,656 +21%
Nomura Asset Management
193
Nomura Asset Management
Japan
$1.35M – – –
WIC
194
Willis Investment Counsel
Georgia
$1.34M +$3.21K +51 +0.2%
JMPWA
195
JP Morgan Private Wealth Advisors
California
$1.31M +$71.3K +1,134 +6%
BCM
196
BlueCrest Capital Management
Jersey
$1.3M +$1.25M +19,888 New
Point72 Asset Management
197
Point72 Asset Management
Connecticut
$1.28M +$1.23M +19,641 New
IIA
198
ICW Investment Advisors
Arizona
$1.27M +$20.3K +323 +2%
TRSOTSOK
199
Teachers Retirement System of the State of Kentucky
Kentucky
$1.27M – – –
Canada Pension Plan Investment Board
200
Canada Pension Plan Investment Board
Ontario, Canada
$1.24M +$1.19M +19,000 New
6 7
8
9 10

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.