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Donaldson
DCI

Overview Fund Activity

386 hedge funds and large institutions have $4.9B invested in Donaldson in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
134
Reduced
127
Closed
36
Calls
$803K
Puts
$705K
Net Calls
+$98K
Net Calls Change
+$104K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$111M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.3M
4
American Century Companies
4
American Century Companies
Missouri
$49.9M
5
State Street
5
State Street
Massachusetts
$338M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$136M
2
Millennium Management
2
Millennium Management
New York
$4.31M
3
BlackRock
3
BlackRock
New York
$522M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$75.7M
5
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
276
Trexquant Investment
Connecticut
$226K -$167K -3,411 -43%
AAS
277
Avantax Advisory Services
Texas
$226K -$1.18K -24 -0.5%
OFA
278
Oak Family Advisors
Illinois
$221K +$4.75K +97 +2%
RP
279
Riverwater Partners
Wisconsin
$219K -$7.83K -160 -3%
SOW
280
State of Wyoming
Wyoming
$215K +$19.3K +395 +10%
SFG
281
SNS Financial Group
Minnesota
$214K – – –
MKC
282
M. Kraus & Co
Vermont
$212K -$30.3K -617 -13%
SFO
283
Standard Family Office
South Dakota
$212K +$212K +4,329 New
ACIM
284
Azimuth Capital Investment Management
Michigan
$211K – – –
CAN
285
Cetera Advisor Networks
California
$209K +$209K +4,265 New
II
286
Inspire Investing
Idaho
$206K -$9.75K -199 -5%
BP
287
Ballentine Partners
Massachusetts
$204K – – –
HWM
288
HB Wealth Management
Georgia
$204K +$204K +4,171 New
VBFP
289
Valtinson Bruner Financial Planning
Minnesota
$201K -$7.01K -143 -3%
OTL
290
Oak Thistle LLC
New York
$200K +$200K +4,091 New
SCA
291
Stonebridge Capital Advisors
Minnesota
$198K – – –
Lazard Asset Management
292
Lazard Asset Management
New York
$172K +$99.5K +2,039 +137%
GJIC
293
Gamble Jones Investment Counsel
California
$172K +$172K +3,500 New
ACM
294
Aquatic Capital Management
Illinois
$132K +$97.8K +2,000 +286%
WT
295
Whittier Trust
California
$115K +$4.5K +92 +4%
CI Investments Inc
296
CI Investments Inc
Ontario, Canada
$113K -$2.93K -60 -3%
O
297
Ossiam
France
$108K +$108K +2,202 New
SPIA
298
Steward Partners Investment Advisory
New York
$99K +$7.36K +150 +8%
PI
299
PEAK6 Investments
Illinois
$99K +$99K +2,020 New
EW
300
Evoke Wealth
California
$98K – – –
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12
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