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Donaldson
DCI

Overview Fund Activity

455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
139
Reduced
180
Closed
42
Calls
$1.53M
Puts
$1.09M
Net Calls
+$438K
Net Calls Change
-$130K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$91.3M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$44.8M
3
JAM
3
Jupiter Asset Management
United Kingdom
$23.9M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$26.4M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$28.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$335M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$2.25M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$201M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.96M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
276
Colony Group
Massachusetts
$497K -$6.88K -110 -1%
First Eagle Investment Management
277
First Eagle Investment Management
New York
$490K +$155K +2,484 +46%
VI
278
Versor Investments
New York
$459K -$145K -2,323 -24%
PCM
279
Prelude Capital Management
New York
$458K +$458K +7,332 New
Mackenzie Financial
280
Mackenzie Financial
Ontario, Canada
$453K +$58.1K +932 +15%
SAM
281
Shell Asset Management
Netherlands
$451K -$2.56K -41 -0.6%
WS
282
Wedbush Securities
California
$450K +$37K +593 +9%
NSAM
283
North Star Asset Management
Wisconsin
$450K – – –
SWM
284
Sendero Wealth Management
Texas
$432K +$18.8K +301 +5%
DT
285
Diversified Trust
Tennessee
$422K +$422K +6,747 New
DTL
286
Dynamic Technology Lab
Singapore
$415K -$2.49M -39,850 -86%
STA
287
Summit Trail Advisors
New York
$414K -$22.4K -359 -5%
OR
288
Olympiad Research
Connecticut
$412K +$412K +6,592 New
TA
289
TFG Advisers
Michigan
$401K +$938 +15 +0.2%
WF
290
Welch & Forbes
Massachusetts
$398K – – –
RGC
291
Roberts, Glore & Co
Illinois
$388K – – –
ACIM
292
Azimuth Capital Investment Management
Michigan
$381K – – –
NYLIM
293
New York Life Investment Management
New York
$380K +$380K +6,084 New
Aristotle Capital Management
294
Aristotle Capital Management
California
$375K -$250K -4,000 -40%
UB
295
UMB Bank
Missouri
$375K – – –
SCM
296
Shelton Capital Management
Colorado
$374K -$8.25K -132 -2%
FNBOO
297
First National Bank of Omaha
Nebraska
$369K – – –
TCM
298
Teza Capital Management
Illinois
$367K +$33.9K +543 +10%
RJT
299
Raymond James Trust
Florida
$364K -$49.5K -793 -12%
EI
300
Ellevest Inc
New York
$359K +$159K +2,537 +79%
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