Donaldson
418 hedge funds and large institutions have $5.68B 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
7% more funds holding
Funds holding: 389 → 418 (+29)
1% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 134
1.53% less ownership
Funds ownership: 80.8% → 79.27% (-1.5%)
17% less capital inflows, than outflows
Capital inflows: $221M | Capital outflows: $266M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$29.8M |
| 2 |
Morgan Stanley
New York
|
+$23.2M |
| 3 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$12.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.8M |
| 5 |
Janus Henderson Group
London,
|
+$9.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$64.3M |
| 2 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$31.1M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$25M |
| 4 |
State Street
Boston,
Massachusetts
|
-$23.3M |
| 5 |
Mairs & Power Inc
St Paul,
Minnesota
|
-$11.9M |
DCI Hedge Fund Activity: Q4 2022 in Review
418 of the 6,244 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2022, worth a combined $5.68B — up 17% from $4.85B 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.
- 418 institutional investors held Donaldson (DCI) as of Q4 2022, up from 389 in Q3 2022.
- Funds reported $5.68B of Donaldson stock for Q4 2022, up 17% 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.