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Donaldson
DCI

470 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 174 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $1.36M

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

13% more capital invested

Capital invested by funds: $6.11B → $6.87B (+$767M)

4% more funds holding

Funds holding: 451 → 470 (+19)

3.25% more ownership

Funds ownership: 84.39% → 87.63% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

14% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 174

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
6.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
150
Reduced
174
Closed
31
Calls
$3.31M
Puts
$1.36M
Net Calls
+$1.95M
Net Calls Change
+$1.38M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$126M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$64.6M
3
EIP
Epoch Investment Partners
New York
+$33.1M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$26.5M
5
First Trust Advisors
First Trust Advisors
Illinois
+$15.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$137M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$32M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$24.5M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$11.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$842M -$4.44M -72,866 -0.6%
BlackRock
2
BlackRock
New York
$716M +$1.59M +26,121 +0.2%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$625M -$32M -525,167 -5%
State Street
4
State Street
Massachusetts
$364M -$5.28M -86,628 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$296M +$5.28M +86,644 +2%
Morgan Stanley
6
Morgan Stanley
New York
$220M +$126M +2,071,202 +160%
Franklin Resources
7
Franklin Resources
California
$186M -$269K -4,408 -0.2%
BTW
8
Boston Trust Walden
Massachusetts
$184M +$2.58M +42,365 +2%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$165M -$11.4M -187,363 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$136M +$3.67M +60,149 +3%
MPI
11
Mairs & Power Inc
Minnesota
$123M -$3.43M -56,279 -3%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$121M -$5.56M -91,265 -5%
FMI
13
Fiduciary Management Inc
Wisconsin
$119M +$3.75M +61,584 +4%
First Trust Advisors
14
First Trust Advisors
Illinois
$104M +$15.7M +256,994 +19%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$101M +$64.6M +1,060,232 +215%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$92.6M +$26.5M +434,557 +44%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$92.2M -$18.2K -299 -0%
American Century Companies
18
American Century Companies
Missouri
$90.5M +$2.46M +40,431 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$86M -$8.6M -141,086 -10%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$77.2M -$2.03M -33,376 -3%
EIP
21
Epoch Investment Partners
New York
$74.6M +$33.1M +544,008 +91%
Northern Trust
22
Northern Trust
Illinois
$71.1M +$3.78M +62,065 +6%
Invesco
23
Invesco
Georgia
$60.6M +$7.16M +117,460 +15%
Norges Bank
24
Norges Bank
Norway
$57.9M +$2.6M +42,682 +5%
Principal Financial Group
25
Principal Financial Group
Iowa
$57.3M -$995K -16,337 -2%
1
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DCI Hedge Fund Activity: Q4 2023 in Review

470 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q4 2023, worth a combined $6.87B — up 13% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DCI positions and 31 closed out — a net gain of 25 holders — while 150 added to existing stakes and 174 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $126M. The largest seller was Wells Fargo, cutting an estimated $137M.

  • 470 institutional investors held Donaldson (DCI) as of Q4 2023, up from 451 in Q3 2023.
  • Funds reported $6.87B of Donaldson stock for Q4 2023, up 13% quarter-over-quarter.
  • 56 funds opened new Donaldson positions in Q4 2023 and 31 closed out, a net change of +25 holders.
  • The largest Donaldson buyer in Q4 2023 was Morgan Stanley, an estimated $126M added.
  • The largest Donaldson seller in Q4 2023 was Wells Fargo, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2023.