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Donaldson
DCI

Overview Fund Activity

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M

Top Buyers

1
SI
Scharf Investments
California
$61.7M
2
Morgan Stanley
Morgan Stanley
New York
$147M
3
CC
Capital Counsel
New York
$44.2M
4
BlackRock
BlackRock
New York
$762M
5
FMI
Fiduciary Management Inc
Wisconsin
$149M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$10.9M
2
Millennium Management
Millennium Management
New York
$2.85M
3
JAM
Jupiter Asset Management
United Kingdom
$11.4M
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
TI
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NAAA
226
New Age Alpha Advisors
New York
$1.22M +$1.22M +18,048 New
Cerity Partners
227
Cerity Partners
New York
$1.19M +$459K +6,687 +63%
AWM
228
Apollon Wealth Management
South Carolina
$1.18M +$178K +2,636 +18%
DFCM
229
Dark Forest Capital Management
Puerto Rico
$1.17M +$566K +8,397 +94%
TC
230
TwinBeech Capital
New York
$1.17M +$1.17M +17,334 New
HBWM
231
Hollow Brook Wealth Management
New York
$1.13M – – –
ZIG
232
Zurich Insurance Group
Switzerland
$1.1M +$1.1M +16,400 New
DT
233
Diversified Trust
Tennessee
$1.08M +$224K +3,328 +26%
Pictet Asset Management
234
Pictet Asset Management
Switzerland
$1.08M +$56.8K +843 +6%
AIM
235
Allen Investment Management
New York
$1.08M – – –
Nomura Holdings
236
Nomura Holdings
Japan
$1.07M +$1.07M +15,889 New
IG
237
ING Group
Netherlands
$1.04M – – –
NGA
238
Naples Global Advisors
Florida
$1.01M +$509K +7,556 +101%
NW
239
NewEdge Wealth
Pennsylvania
$1.01M -$178K -2,641 -15%
VAS
240
Vestmark Advisory Solutions
Massachusetts
$1M -$3.1K -46 -0.3%
Holocene Advisors
241
Holocene Advisors
New York
$990K +$990K +14,702 New
EGM
242
Engineers Gate Manager
New York
$980K -$3.93M -58,374 -80%
GIP
243
Granite Investment Partners
California
$960K – – –
CFSG
244
Community Financial Services Group
Vermont
$946K +$61.7K +916 +7%
GBWM
245
Granite Bay Wealth Management
New Hampshire
$943K +$943K +14,000 New
AI
246
Atria Investments
North Carolina
$938K +$311K +4,625 +50%
LIM
247
Leavell Investment Management
Alabama
$930K – – –
Jones Financial Companies
248
Jones Financial Companies
Missouri
$928K +$425K +6,308 +84%
X
249
Xponance
Pennsylvania
$921K +$46.5K +690 +5%
Deutsche Bank
250
Deutsche Bank
Germany
$873K +$117K +1,740 +15%
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