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Donaldson
DCI

Overview Fund Activity

455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
139
Reduced
180
Closed
42
Calls
$1.53M
Puts
$1.09M
Net Calls
+$438K
Net Calls Change
-$130K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$91.3M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$44.8M
3
JAM
Jupiter Asset Management
United Kingdom
$23.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$26.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$28.4M

Top Sellers

1
State Street
State Street
Massachusetts
$335M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.25M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$201M
4
Citadel Advisors
Citadel Advisors
Florida
$5.96M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$900K +$300K +4,807 +50%
PAMS
227
Pictet Asset Management (Switzerland)
Switzerland
$885K -$49.7K -795 -5%
TC
228
TownSquare Capital
Utah
$881K -$563 -9 -0.1%
BONH
229
Bank of New Hampshire
New Hampshire
$877K -$3.75K -60 -0.4%
Amundi
230
Amundi
France
$868K +$128K +2,051 +17%
E
231
Ergoteles
New York
$867K +$867K +13,867 New
BCV
232
Banque Cantonale Vaudoise
Switzerland
$865K -$17.1K -274 -2%
BC
233
Burney Company
Virginia
$864K -$7.81K -125 -0.9%
OTL
234
Oak Thistle LLC
New York
$845K +$77.4K +1,238 +10%
NICM
235
Neo Ivy Capital Management
New York
$838K +$838K +13,407 New
DAS
236
Dynamic Advisor Solutions
Arizona
$813K +$32.8K +525 +4%
LIM
237
Leavell Investment Management
Alabama
$813K – – –
I
238
InceptionR
California
$807K -$1.49M -23,859 -65%
AWM
239
Apollon Wealth Management
South Carolina
$790K – – –
BAMF
240
BI Asset Management Fondsmaeglerselskab
Denmark
$784K +$784K +12,549 New
FRM
241
Fox Run Management
Connecticut
$763K -$359K -5,745 -32%
IEFM
242
IQ EQ Fund Management
Ireland
$742K +$438K +7,003 +144%
PTC
243
Petrus Trust Company
Texas
$711K +$711K +11,371 New
EHWM
244
Eads & Heald Wealth Management
Georgia
$706K +$26.3K +420 +4%
AG
245
AIA Group
Hong Kong
$704K +$704K +11,268 New
JFG
246
Jefferies Financial Group
New York
$698K +$698K +11,166 New
Marshall Wace
247
Marshall Wace
United Kingdom
$694K +$694K +11,100 New
Natixis Advisors
248
Natixis Advisors
Massachusetts
$692K +$55.5K +888 +9%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$677K -$427K -6,826 -39%
SAM
250
Securian Asset Management
Minnesota
$675K -$17.4K -279 -3%
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