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Donaldson
DCI

Overview Fund Activity

416 hedge funds and large institutions have $5.67B invested in Donaldson in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+30
Holders Change %
+7.77%
% of All Funds
6.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
70
Increased
135
Reduced
133
Closed
35
Calls
$1.02M
Puts
$747K
Net Calls
+$277K
Net Calls Change
+$179K

Top Buyers

1
BlackRock
BlackRock
New York
$658M
2
Morgan Stanley
Morgan Stanley
New York
$77M
3
FMI
Fiduciary Management Inc
Wisconsin
$113M
4
Vanguard Group
Vanguard Group
Pennsylvania
$751M
5
American Century Companies
American Century Companies
Missouri
$68.3M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$17.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$76.1M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$54.1M
5
State Street
State Street
Massachusetts
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
276
Northeast Investment Management
Massachusetts
$282K – – –
PA
277
Profund Advisors
Maryland
$278K +$2.36K +40 +0.9%
WTC
278
WhitTier Trust Company
Nevada
$277K – – –
AAS
279
Avantax Advisory Services
Texas
$271K +$118 +2 +0%
HIC
280
Hartline Investment Corp
Illinois
$268K +$268K +4,556 New
DI
281
DFPG Investments
Utah
$267K +$267K +4,377 New
OFA
282
Oak Family Advisors
Illinois
$267K +$1.12K +19 +0.4%
Mitsubishi UFJ Trust & Banking
283
Mitsubishi UFJ Trust & Banking
Japan
$265K -$38.3K -650 -13%
SFG
284
SNS Financial Group
Minnesota
$257K – – –
WANY
285
Wealthspire Advisors (New York)
New York
$257K +$257K +4,362 New
YIH
286
Y-Intercept (HK)
Hong Kong
$256K -$393K -6,671 -61%
V
287
Veritable
Delaware
$253K +$253K +4,305 New
SCA
288
Stonebridge Capital Advisors
Minnesota
$250K +$11.8K +200 +5%
HWM
289
HB Wealth Management
Georgia
$248K +$2.36K +40 +1%
MKC
290
M. Kraus & Co
Vermont
$247K -$7.65K -130 -3%
SOW
291
State of Wyoming
Wyoming
$244K -$14.4K -244 -6%
CAN
292
Cetera Advisor Networks
California
$242K -$8.65K -147 -3%
VBFP
293
Valtinson Bruner Financial Planning
Minnesota
$240K -$8.17K -135 -3%
Luther King Capital Management (LKCM)
294
Luther King Capital Management (LKCM)
Texas
$237K +$237K +4,032 New
BP
295
Ballentine Partners
Massachusetts
$236K -$8.83K -150 -4%
TF
296
TIAA FSB
Florida
$235K +$235K +4,000 New
II
297
Inspire Investing
Idaho
$235K -$12K -204 -5%
FRM
298
Fox Run Management
Connecticut
$235K +$235K +3,994 New
WTB
299
Washington Trust Bank
Washington
$233K +$233K +3,966 New
IEFM
300
IQ EQ Fund Management
Ireland
$233K +$233K +3,950 New
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12
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