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Donaldson
DCI

388 hedge funds and large institutions have $4.85B invested in Donaldson in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 128 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

5% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 128

2% more capital invested

Capital invested by funds: $4.78B → $4.85B (+$71.7M)

0% more funds holding

Funds holding: 387 → 388 (+1)

0.02% less ownership

Funds ownership: 80.81% → 80.79% (-0.02%)

Holders
388
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
134
Reduced
128
Closed
36
Calls
$803K
Puts
$705K
Net Calls
+$98K
Net Calls Change
+$104K

Top Buyers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$32.2M
2
Morgan Stanley
Morgan Stanley
New York
+$12.7M
3
American Century Companies
American Century Companies
Missouri
+$11.1M
4
State Street
State Street
Massachusetts
+$6.94M
5
Norges Bank
Norges Bank
Norway
+$6.83M

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

DCI Hedge Fund Activity: Q3 2022 in Review

388 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2022, worth a combined $4.85B — up 1.5% 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 134 added to existing stakes and 128 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $32.2M. The largest seller was Franklin Resources, cutting an estimated $16.1M.

  • 388 institutional investors held Donaldson (DCI) as of Q3 2022, up from 387 in Q2 2022.
  • Funds reported $4.85B of Donaldson stock for Q3 2022, up 1.5% 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 Fuller & Thaler Asset Management, an estimated $32.2M added.
  • The largest Donaldson seller in Q3 2022 was Franklin Resources, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2022.