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Donaldson
DCI

Overview Fund Activity

500 hedge funds and large institutions have $7.72B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+32
Holders Change %
+6.84%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
66
Increased
157
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M

Top Buyers

1
CAM
1
Close Asset Management
United Kingdom
$39.1M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$143M
3
ERIM
3
Eagle Ridge Investment Management
Connecticut
$25.4M
4
BlackRock
4
BlackRock
New York
$843M
5
American Century Companies
5
American Century Companies
Missouri
$121M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.6M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.05M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$73.6M
4
Millennium Management
4
Millennium Management
New York
$30.5M
5
MPI
5
Mairs & Power Inc
Minnesota
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
226
Willis Investment Counsel
Georgia
$1.28M +$110K +1,467 +9%
DT
227
Diversified Trust
Tennessee
$1.28M +$1.28M +17,133 New
HBWM
228
Hollow Brook Wealth Management
New York
$1.25M – – –
CAM
229
Cresset Asset Management
Illinois
$1.25M +$499K +6,685 +67%
Osaic Holdings
230
Osaic Holdings
Arizona
$1.2M -$11.5K -154 -1%
AIM
231
Allen Investment Management
New York
$1.19M – – –
Pictet Asset Management
232
Pictet Asset Management
Switzerland
$1.16M +$99.3K +1,330 +9%
NW
233
NewEdge Wealth
Pennsylvania
$1.15M +$37.2K +508 +3%
Lazard Asset Management
234
Lazard Asset Management
New York
$1.15M -$1.52M -20,431 -57%
CGH
235
Crossmark Global Holdings
Texas
$1.15M -$17.7K -237 -2%
VAS
236
Vestmark Advisory Solutions
Massachusetts
$1.12M -$13.9K -186 -1%
AWM
237
Apollon Wealth Management
South Carolina
$1.11M -$19.2K -257 -2%
GIP
238
Granite Investment Partners
California
$1.08M +$3.51K +47 +0.3%
BNP Paribas Financial Markets
239
BNP Paribas Financial Markets
France
$1.06M +$76K +1,017 +8%
Mitsubishi UFJ Trust & Banking
240
Mitsubishi UFJ Trust & Banking
Japan
$1.06M +$256K +3,464 +32%
GBWM
241
Granite Bay Wealth Management
New Hampshire
$1.05M -$67.2M -899,500 -98%
PTC
242
Petrus Trust Company
Texas
$1.01M – – –
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$1.01M +$5.7K +77 +0.6%
Federated Hermes
244
Federated Hermes
Pennsylvania
$975K -$62.8K -841 -6%
LIM
245
Leavell Investment Management
Alabama
$971K – – –
CFSG
246
Community Financial Services Group
Vermont
$967K +$967K +12,953 New
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$951K +$951K +12,735 New
Citigroup
248
Citigroup
New York
$937K +$111K +1,490 +13%
BCV
249
Banque Cantonale Vaudoise
Switzerland
$927K -$44.3K -593 -5%
NYLIM
250
New York Life Investment Management
New York
$910K -$39.3K -526 -4%
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