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Donaldson
DCI

Overview Fund Activity

513 hedge funds and large institutions have $7.31B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+13
Holders Change %
+2.6%
% of All Funds
7.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
185
Reduced
178
Closed
40
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M

Top Buyers

1
CAM
1
Close Asset Management
United Kingdom
$72.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$32.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$28.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$22.4M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$14.3M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$105M
2
BlackRock
2
BlackRock
New York
$773M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$115M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
226
Pathstone Holdings
New Jersey
$1.3M -$18.1K -253 -1%
CCIA
227
Campbell & Co Investment Adviser
Maryland
$1.29M +$1.05M +14,612 +424%
WIC
228
Willis Investment Counsel
Georgia
$1.25M +$19.8K +277 +2%
HBWM
229
Hollow Brook Wealth Management
New York
$1.2M – – –
Verition Fund Management
230
Verition Fund Management
Connecticut
$1.17M +$1.17M +16,299 New
AIM
231
Allen Investment Management
New York
$1.14M – – –
IFU
232
iSAM Funds (UK)
United Kingdom
$1.12M +$870K +12,155 +342%
CC
233
Centiva Capital
New York
$1.12M +$1.12M +15,614 New
GCM
234
Graham Capital Management
Connecticut
$1.12M -$1.36M -19,060 -55%
NW
235
NewEdge Wealth
Pennsylvania
$1.08M -$48.8K -682 -4%
SA
236
Sanctuary Advisors
Indiana
$1.08M +$1.08M +14,879 New
AWM
237
Apollon Wealth Management
South Carolina
$1.07M +$4.94K +69 +0.5%
VAS
238
Vestmark Advisory Solutions
Massachusetts
$1.07M +$2.29K +32 +0.2%
Pictet Asset Management
239
Pictet Asset Management
Switzerland
$1.07M -$38.3K -535 -3%
Federated Hermes
240
Federated Hermes
Pennsylvania
$1.06M +$124K +1,729 +13%
NYLIM
241
New York Life Investment Management
New York
$1.05M +$174K +2,428 +20%
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$1.04M +$21.9K +306 +2%
CGH
243
Crossmark Global Holdings
Texas
$1.04M -$62.7K -875 -6%
GIP
244
Granite Investment Partners
California
$1.02M -$17.7K -247 -2%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$1M +$42.5K +604 +4%
GBWM
246
Granite Bay Wealth Management
New Hampshire
$1M – – –
LIM
247
Leavell Investment Management
Alabama
$988K +$57.5K +804 +6%
SC
248
Savant Capital
Illinois
$979K +$309K +4,320 +46%
PTC
249
Petrus Trust Company
Texas
$969K – – –
CFSG
250
Community Financial Services Group
Vermont
$934K +$7.3K +102 +0.8%
8 9
10
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