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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
USAA
201
United Services Automobile Association
Texas
$681K +$36K +690 +5%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$679K +$40.4K +773 +6%
AWM
203
Apollon Wealth Management
South Carolina
$673K +$57.1K +1,094 +9%
Handelsbanken Fonder
204
Handelsbanken Fonder
Sweden
$668K – – –
BA
205
Bridgewater Associates
Connecticut
$665K +$230K +4,397 +48%
Osaic Holdings
206
Osaic Holdings
Arizona
$651K +$62.7K +1,201 +10%
PAM
207
Panagora Asset Management
Massachusetts
$641K – – –
LIM
208
Leavell Investment Management
Alabama
$637K – – –
VRS
209
Virginia Retirement Systems
Virginia
$632K +$673K +12,900 New
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$626K -$1.75M -33,487 -72%
GIA
211
GHP Investment Advisors
Colorado
$624K +$664K +12,723 New
GAM
212
Gotham Asset Management
New York
$601K +$114K +2,185 +22%
Amundi
213
Amundi
France
$601K +$604K +11,570 New
BC
214
Burney Company
Virginia
$592K – – –
William Blair & Company
215
William Blair & Company
Illinois
$572K -$5.9K -113 -1%
SAM
216
Securian Asset Management
Minnesota
$552K – – –
LWCFA
217
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$544K – – –
YIH
218
Y-Intercept (HK)
Hong Kong
$540K +$152K +2,915 +36%
EHWM
219
Eads & Heald Wealth Management
Georgia
$529K +$18.5K +355 +3%
XT
220
XTX Topco
Cayman Islands
$527K +$562K +10,762 New
VPIM
221
Vanguard Personalized Indexing Management
California
$523K +$109K +2,079 +24%
EI
222
Ethic Inc
New York
$502K +$96.4K +1,847 +22%
Aristotle Capital Management
223
Aristotle Capital Management
California
$490K – – –
IHL
224
Investment House LLC
California
$485K – – –
PCM
225
Perkins Capital Management
Minnesota
$484K -$4.33K -83 -0.8%
7 8
9
10 11

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.