Donaldson
452 hedge funds and large institutions have $6.05B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 166 reducing their positions, and 49 closing their positions.
113% more call options, than puts
Call options by funds: $1.08M | Put options by funds: $507K
96% more capital inflows, than outflows
Capital inflows: $375M | Capital outflows: $192M
2.42% more ownership
Funds ownership: 81.21% → 83.63% (+2.4%)
2% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 49
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 456 → 452 (-4)
14% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 166
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$165M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$21.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$18.3M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$16.4M |
| 5 |
Millennium Management
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$30.7M |
| 2 |
Mairs & Power Inc
St Paul,
Minnesota
|
-$18.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.24M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$8.09M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$7.06M |
DCI Hedge Fund Activity: Q3 2023 in Review
452 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2023, worth a combined $6.05B — down 1.7% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new DCI positions and 49 closed out — a net gain of 1 holder — while 142 added to existing stakes and 166 trimmed.
The largest buyer was Wells Fargo, adding an estimated $165M. The largest seller was Allspring Global Investments, cutting an estimated $30.7M.
- 452 institutional investors held Donaldson (DCI) as of Q3 2023, down from 456 in Q2 2023.
- Funds reported $6.05B of Donaldson stock for Q3 2023, down 1.7% quarter-over-quarter.
- 50 funds opened new Donaldson positions in Q3 2023 and 49 closed out, a net change of +1 holder.
- The largest Donaldson buyer in Q3 2023 was Wells Fargo, an estimated $165M added.
- The largest Donaldson seller in Q3 2023 was Allspring Global Investments, an estimated $30.7M sold.
Based on aggregated 13F filings for Q3 2023.