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Donaldson
DCI

Overview Fund Activity

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$182M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$56.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
State Street
4
State Street
Massachusetts
$337M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$58.6M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$162M
2
MPI
2
Mairs & Power Inc
Minnesota
$116M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$79.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.82M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
276
Wedbush Securities
California
$433K +$3.4K +57 +0.8%
Verition Fund Management
277
Verition Fund Management
Connecticut
$432K +$432K +7,241 New
TRCT
278
Tower Research Capital (TRC)
New York
$431K -$428K -7,172 -50%
NSAM
279
North Star Asset Management
Wisconsin
$429K – – –
DFCM
280
Dark Forest Capital Management
Puerto Rico
$429K -$1.17M -19,606 -73%
AC
281
AXQ Capital
New Jersey
$427K +$427K +7,167 New
Bank of Nova Scotia
282
Bank of Nova Scotia
Ontario, Canada
$427K +$235K +3,948 +123%
BP
283
Ballentine Partners
Massachusetts
$426K +$161K +2,694 +61%
CAN
284
Cetera Advisor Networks
California
$426K +$87.7K +1,470 +26%
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
$425K +$425K +7,134 New
SAM
286
Shell Asset Management
Netherlands
$423K -$7.28K -122 -2%
SFI
287
Susquehanna Fundamental Investments
Pennsylvania
$412K -$657K -11,024 -61%
TI
288
Tidal Investments
Wisconsin
$410K +$123K +2,054 +43%
SOW
289
State of Wyoming
Wyoming
$408K +$71K +1,190 +21%
STA
290
Summit Trail Advisors
New York
$394K -$298 -5 -0.1%
WF
291
Welch & Forbes
Massachusetts
$380K – – –
Walleye Capital
292
Walleye Capital
New York
$376K +$376K +6,298 New
TA
293
TFG Advisers
Michigan
$370K -$11.8K -198 -3%
RGC
294
Roberts, Glore & Co
Illinois
$370K – – –
ACIM
295
Azimuth Capital Investment Management
Michigan
$364K – – –
Aristotle Capital Management
296
Aristotle Capital Management
California
$358K – – –
SCM
297
Shelton Capital Management
Colorado
$357K – – –
FNBOO
298
First National Bank of Omaha
Nebraska
$352K – – –
RJT
299
Raymond James Trust
Florida
$347K -$1.01K -17 -0.3%
EI
300
Ellevest Inc
New York
$338K -$4.35K -73 -1%
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