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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
E
201
Ergoteles
New York
$657K -$1.69M -33,550 -71%
Handelsbanken Fonder
202
Handelsbanken Fonder
Sweden
$656K
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$654K -$76.5K -1,519 -10%
USAA
204
United Services Automobile Association
Texas
$635K +$666K +13,215 New
PAM
205
Panagora Asset Management
Massachusetts
$630K -$6.25K -124 -0.9%
RJFSA
206
Raymond James Financial Services Advisors
Florida
$629K -$67K -1,331 -9%
LIM
207
Leavell Investment Management
Alabama
$626K
TCM
208
Twin Capital Management
Pennsylvania
$624K -$3.53K -70 -0.5%
MFS
209
Mirabella Financial Services
United Kingdom
$610K +$394K +7,826 +161%
AWM
210
Apollon Wealth Management
South Carolina
$609K +$252 +5 +0%
Wellington Management Group
211
Wellington Management Group
Massachusetts
$584K +$611K +12,130 New
CANY
212
Caxton Associates (New York)
New York
$583K -$259K -5,149 -30%
Osaic Holdings
213
Osaic Holdings
Arizona
$583K +$102K +2,029 +20%
BC
214
Burney Company
Virginia
$581K +$61.3K +1,217 +11%
William Blair & Company
215
William Blair & Company
Illinois
$567K -$48K -952 -7%
SAM
216
Securian Asset Management
Minnesota
$542K +$9.07K +180 +2%
SAM
217
Shell Asset Management
Netherlands
$535K +$1.01K +20 +0.2%
LWCFA
218
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$534K +$78.6K +1,560 +16%
GC
219
Guggenheim Capital
Illinois
$519K -$463K -9,199 -46%
EHWM
220
Eads & Heald Wealth Management
Georgia
$503K +$17.4K +345 +3%
GAM
221
Gotham Asset Management
New York
$485K +$294K +5,844 +138%
GCP
222
GSA Capital Partners
United Kingdom
$484K +$507K +10,058 New
Aristotle Capital Management
223
Aristotle Capital Management
California
$481K
PCM
224
Perkins Capital Management
Minnesota
$480K +$20.1K +400 +4%
IHL
225
Investment House LLC
California
$477K

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.