DCI icon

Donaldson
DCI

Overview Fund Activity

401 hedge funds and large institutions have $5.11B invested in Donaldson in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-22
Holders Change %
-5.2%
% of All Funds
6.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
134
Reduced
149
Closed
62
Calls
$1.78M
Puts
$752K
Net Calls
+$1.02M
Net Calls Change
+$1.99M

Top Buyers

1
BlackRock
BlackRock
New York
+$21.5M
2
State Street
State Street
Massachusetts
+$19.9M
3
FMI
Fiduciary Management Inc
Wisconsin
+$14.8M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$14.5M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$9.91M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$52.8M
2
Millennium Management
Millennium Management
New York
-$30.6M
3
ACA
Anchor Capital Advisors
Massachusetts
-$26.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$20.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
276
Brinker Capital Investments
Pennsylvania
$268K -$6.64K -128 -2%
QC
277
Quadrature Capital
United Kingdom
$267K -$347K -6,681 -57%
NIM
278
Northeast Investment Management
Massachusetts
$258K – – –
WS
279
Wedbush Securities
California
$257K -$3.48K -67 -1%
PCM
280
Parsons Capital Management
Rhode Island
$257K – – –
MKC
281
M. Kraus & Co
Vermont
$256K -$88.9K -1,713 -26%
WB
282
WesBanco Bank
West Virginia
$254K -$20K -384 -7%
MFS
283
Mirabella Financial Services
United Kingdom
$252K +$252K +4,853 New
Truist Financial
284
Truist Financial
North Carolina
$245K -$413K -7,943 -63%
WTC
285
WhitTier Trust Company
Nevada
$245K – – –
AAS
286
Avantax Advisory Services
Texas
$242K +$20.8K +400 +9%
Lido Advisors
287
Lido Advisors
California
$240K +$4.92K +95 +2%
Simplex Trading
288
Simplex Trading
Illinois
$236K +$101K +1,947 +75%
II
289
Inspire Investing
Idaho
$235K +$17.1K +328 +8%
OFA
290
Oak Family Advisors
Illinois
$230K – – –
SFS
291
Stiles Financial Services
Minnesota
$230K +$779 +15 +0.3%
SFG
292
SNS Financial Group
Minnesota
$227K -$2.86K -55 -1%
ACM
293
Azimuth Capital Management
Michigan
$223K – – –
VBFP
294
Valtinson Bruner Financial Planning
Minnesota
$221K -$1.97K -39 -0.9%
VPIM
295
Vanguard Personalized Indexing Management
California
$221K +$221K +4,251 New
BL
296
Balentine LLC
Georgia
$221K +$221K +4,263 New
GAM
297
Gotham Asset Management
New York
$220K +$220K +4,238 New
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
$219K -$670K -12,886 -75%
BP
299
Ballentine Partners
Massachusetts
$218K – – –
STA
300
Summit Trail Advisors
New York
$218K +$218K +4,192 New
10 11
12
13 14