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Donaldson
DCI

Overview Fund Activity

406 hedge funds and large institutions have $5.87B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+14
Holders Change %
+3.57%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
127
Reduced
150
Closed
39
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$140M
2
AAM
Ardevora Asset Management
United Kingdom
$55.4M
3
RG
Renaissance Group
Kentucky
$28M
4
BlackRock
BlackRock
New York
$650M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$96.5M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$10.4M
2
CB
Cooke & Bieler
Pennsylvania
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
276
Centiva Capital
New York
$371K +$371K +6,384 New
GLA
277
Great Lakes Advisors
Illinois
$368K -$88.2K -1,517 -19%
WAM
278
World Asset Management
Michigan
$368K -$21.9K -348 -6%
HTHT
279
Hemenway Trust Hemenway Trust
New Hampshire
$361K – – –
LNWWM
280
Laird Norton Wetherby Wealth Management
California
$356K – – –
LNB
281
Ledyard National Bank
$353K -$8.15K -140 -2%
CANY
282
Caxton Associates (New York)
New York
$352K +$352K +6,054 New
FNBOO
283
First National Bank of Omaha
Nebraska
$343K – – –
WB
284
WesBanco Bank
West Virginia
$330K +$330K +5,672 New
ST
285
Sabal Trust
Florida
$326K – – –
NA
286
NewEdge Advisors
Louisiana
$326K +$1.4K +24 +0.4%
RJT
287
Raymond James Trust
Florida
$317K -$406 -7 -0.1%
SI
288
Stephens Inc
Arkansas
$305K -$58.8K -1,012 -16%
JPMPWA
289
J.P. Morgan Private Wealth Advisors
California
$304K -$60K -1,032 -16%
BP
290
Ballentine Partners
Massachusetts
$296K – – –
VBFP
291
Valtinson Bruner Financial Planning
Minnesota
$292K -$38.2K -634 -12%
LIA
292
LS Investment Advisors
Michigan
$291K -$92.8K -1,597 -24%
NIM
293
Northeast Investment Management
Massachusetts
$289K – – –
PCM
294
Parsons Capital Management
Rhode Island
$288K – – –
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$284K -$698 -12 -0.2%
WTC
296
WhitTier Trust Company
Nevada
$278K +$132K +2,271 +90%
TCM
297
Teza Capital Management
Illinois
$269K +$269K +4,630 New
1832 Asset Management
298
1832 Asset Management
Ontario, Canada
$268K +$268K +4,510 New
WS
299
Wedbush Securities
California
$267K -$465 -8 -0.2%
HIC
300
Hartline Investment Corp
Illinois
$265K – – –
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12
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