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Donaldson
DCI

Overview Fund Activity

392 hedge funds and large institutions have $5.61B invested in Donaldson in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+31
Holders Change %
+8.59%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
67
Increased
122
Reduced
135
Closed
31
Calls
$6.19M
Puts
$1.08M
Net Calls
+$5.11M
Net Calls Change
+$62K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$78.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$221M
3
CVA
3
Ceredex Value Advisors
Florida
$24M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$75.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$673M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$40M
2
Ameriprise
2
Ameriprise
Minnesota
$45.7M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
CB
4
Cooke & Bieler
Pennsylvania
$30.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
276
Tudor Investment Corp
Connecticut
$328K -$1.09M -19,593 -77%
VBFP
277
Valtinson Bruner Financial Planning
Minnesota
$325K – – –
Macquarie Group
278
Macquarie Group
Australia
$321K – – –
BCI
279
Brinker Capital Investments
Pennsylvania
$315K +$315K +5,634 New
ST
280
Sabal Trust
Florida
$313K – – –
NA
281
NewEdge Advisors
Louisiana
$311K +$311K +5,574 New
RJT
282
Raymond James Trust
Florida
$306K +$37.7K +675 +14%
HB
283
Homrich & Berg
Georgia
$298K – – –
BP
284
Ballentine Partners
Massachusetts
$285K -$76.9K -1,375 -21%
NIM
285
Northeast Investment Management
Massachusetts
$278K – – –
PCM
286
Parsons Capital Management
Rhode Island
$277K – – –
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
$274K – – –
IRF
288
IBM Retirement Fund
New York
$262K +$262K +4,682 New
FQ
289
First Quadrant
California
$259K -$71.5K -1,282 -22%
SEC
290
Seven Eight Capital
New York
$257K -$129K -2,300 -33%
SCA
291
Stonebridge Capital Advisors
Minnesota
$257K – – –
WS
292
Wedbush Securities
California
$257K +$112 +2 +0%
HIC
293
Hartline Investment Corp
Illinois
$255K – – –
CI
294
Cigna Investments
Connecticut
$245K +$245K +4,387 New
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
$243K +$243K +4,354 New
FHB
296
First Hawaiian Bank
Hawaii
$241K – – –
ACM
297
Azimuth Capital Management
Michigan
$240K +$240K +4,300 New
YIH
298
Y-Intercept (HK)
Hong Kong
$235K +$235K +4,190 New
BF
299
BOK Financial
Oklahoma
$235K +$235K +4,206 New
WTB
300
Washington Trust Bank
Washington
$235K +$235K +4,208 New
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