Donaldson
455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 180 reducing their positions, and 42 closing their positions.
40% more call options, than puts
Call options by funds: $1.52M | Put options by funds: $1.09M
0.12% more ownership
Funds ownership: 81.09% → 81.21% (+0.12%)
0% more funds holding
Funds holding: 455 → 455 (0)
0% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 42
4% less capital invested
Capital invested by funds: $6.42B → $6.15B (-$270M)
22% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 180
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$72.6M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$24.9M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$23.9M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$22.6M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$41.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$29.2M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$28.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$18.6M |
| 5 |
HF
HRT Financial
New York
|
-$17.7M |
DCI Hedge Fund Activity: Q2 2023 in Review
455 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q2 2023, worth a combined $6.15B — down 4.2% from $6.42B a quarter earlier.
Fund positioning in DCI was balanced in Q2 2023: 42 funds opened new positions, 42 closed out, 140 added to existing stakes and 180 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $72.6M. The largest seller was State Street, cutting an estimated $41.7M.
- 455 institutional investors held Donaldson (DCI) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $6.15B of Donaldson stock for Q2 2023, down 4.2% quarter-over-quarter.
- 42 funds opened new Donaldson positions in Q2 2023 and 42 closed out, a net change of 0 holders.
- The largest Donaldson buyer in Q2 2023 was First Trust Advisors, an estimated $72.6M added.
- The largest Donaldson seller in Q2 2023 was State Street, an estimated $41.7M sold.
Based on aggregated 13F filings for Q2 2023.