Donaldson
451 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, 165 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
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: 455 → 451 (-4)
2% less capital invested
Capital invested by funds: $6.15B → $6.05B (-$104M)
14% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 165
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 |
MPI
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
451 of the 6,310 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 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 455 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.