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Donaldson

451 hedge funds and large institutions have $6.11B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 143 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $507K

3.15% more ownership

Funds ownership: 81.23%84.39% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less capital invested

Capital invested by funds: $6.15B → $6.11B (-$47.3M)

1% less funds holding

Funds holding: 456451 (-5)

13% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 165

Holders
451
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
143
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$773M +$2.69M +43,490 +0.3%
BlackRock
2
BlackRock
New York
$652M -$2.92M -47,169 -0.4%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$602M
State Street
4
State Street
Massachusetts
$337M +$18.3M +296,181 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$265M +$7.03M +113,591 +3%
Wells Fargo
6
Wells Fargo
California
$182M +$165M +2,663,441 +692%
Franklin Resources
7
Franklin Resources
California
$170M -$2.2M -35,598 -1%
BTW
8
Boston Trust Walden
Massachusetts
$165M +$3.9M +62,995 +2%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$162M -$30.7M -495,937 -15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$121M +$3.45M +55,805 +3%
MPI
11
Mairs & Power Inc
Minnesota
$116M -$18.3M -295,595 -13%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$116M -$1.53M -24,709 -1%
FMI
13
Fiduciary Management Inc
Wisconsin
$105M +$1.78M +28,796 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$86.9M +$319K +5,162 +0.4%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$84.1M -$5.39M -87,049 -6%
American Century Companies
16
American Century Companies
Missouri
$80.1M +$3.45M +55,746 +4%
First Trust Advisors
17
First Trust Advisors
Illinois
$79.2M -$8.24M -133,156 -9%
Morgan Stanley
18
Morgan Stanley
New York
$77M +$145K +2,342 +0.2%
Impax Asset Management Group
19
Impax Asset Management Group
United Kingdom
$74.5M -$1.57M -25,336 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$72.5M -$497K -8,022 -0.7%
Northern Trust
21
Northern Trust
Illinois
$61.2M -$701K -11,332 -1%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$58.6M +$16.4M +265,311 +37%
GBWM
23
Granite Bay Wealth Management
New Hampshire
$56.5M +$56.5M +913,500 New
Principal Financial Group
24
Principal Financial Group
Iowa
$53.2M -$966K -15,609 -2%
Norges Bank
25
Norges Bank
Norway
$50.3M -$2.17M -35,076 -4%

DCI Hedge Fund Activity: Q3 2023 in Review

451 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2023, worth a combined $6.11B — down 0.77% from $6.15B a quarter earlier.

Fund positioning in DCI was balanced in Q3 2023: 50 funds opened new positions, 50 closed out, 143 added to existing stakes and 165 trimmed.

The largest buyer was Wells Fargo, adding an estimated $165M. The largest seller was Allspring Global Investments, cutting an estimated $30.7M.

  • 451 institutional investors held Donaldson (DCI) as of Q3 2023, down from 456 in Q2 2023.
  • Funds reported $6.11B of Donaldson stock for Q3 2023, down 0.77% quarter-over-quarter.
  • 50 funds opened new Donaldson positions in Q3 2023 and 50 closed out, a net change of 0 holders.
  • 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.