We are live on ! Find out more
DCI icon

Donaldson
DCI

417 hedge funds and large institutions have $5.67B 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.

New
Increased
Maintained
Reduced
Closed

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

16% more capital invested

Capital invested by funds: $4.91B → $5.67B (+$765M)

8% more funds holding

Funds holding: 387 → 417 (+30)

1% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 134

1.45% less ownership

Funds ownership: 81.73% → 80.28% (-1.5%)

Holders
417
Holders Change
+30
Holders Change %
+7.75%
% of All Funds
6.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
70
Increased
135
Reduced
134
Closed
35
Calls
$1.02M
Puts
$747K
Net Calls
+$277K
Net Calls Change
+$179K

Top Buyers

1
BlackRock
BlackRock
New York
+$29.8M
2
Morgan Stanley
Morgan Stanley
New York
+$23.2M
3
FMI
Fiduciary Management Inc
Wisconsin
+$12.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.8M
5
American Century Companies
American Century Companies
Missouri
+$8.15M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$64.3M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$55.5M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$31.1M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$25M
5
State Street
State Street
Massachusetts
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$751M +$10.8M +189,445 +2%
BlackRock
2
BlackRock
New York
$658M +$29.8M +520,895 +5%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$594M – – –
State Street
4
State Street
Massachusetts
$382M -$23.3M -407,027 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$241M +$4.51M +78,678 +2%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$227M -$5.84M -101,922 -3%
MPI
7
Mairs & Power Inc
Minnesota
$165M -$11.9M -207,236 -7%
Franklin Resources
8
Franklin Resources
California
$164M +$1.08M +18,883 +0.7%
BTW
9
Boston Trust Walden
Massachusetts
$153M +$483K +8,426 +0.3%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$116M -$923K -16,113 -0.8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$114M +$1.7M +29,670 +2%
FMI
12
Fiduciary Management Inc
Wisconsin
$113M +$12.3M +214,307 +13%
Impax Asset Management Group
13
Impax Asset Management Group
United Kingdom
$95.6M -$1.69M -29,456 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$87.5M -$3.3M -57,606 -4%
Morgan Stanley
15
Morgan Stanley
New York
$77M +$23.2M +404,335 +45%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$76.1M -$55.5M -968,226 -43%
American Century Companies
17
American Century Companies
Missouri
$68.3M +$8.15M +142,311 +14%
Norges Bank
18
Norges Bank
Norway
$63.1M -$11.3M -197,510 -16%
Northern Trust
19
Northern Trust
Illinois
$56.7M -$285K -4,984 -0.5%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$54.1M -$25M -435,895 -32%
Principal Financial Group
21
Principal Financial Group
Iowa
$52.5M -$478K -8,348 -0.9%
GF
22
Gabelli Funds
New York
$44.3M – – –
Charles Schwab
23
Charles Schwab
California
$43.9M +$1.09M +19,038 +3%
GCM
24
Geneva Capital Management
Wisconsin
$42.4M +$81.2K +1,417 +0.2%
MPIA
25
Mountain Pacific Investment Advisers
Idaho
$41.4M -$120K -2,094 -0.3%
1
2 3 4 5

DCI Hedge Fund Activity: Q4 2022 in Review

417 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2022, worth a combined $5.67B — up 16% from $4.91B 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.

  • 417 institutional investors held Donaldson (DCI) as of Q4 2022, up from 387 in Q3 2022.
  • Funds reported $5.67B of Donaldson stock for Q4 2022, up 16% 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.