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Donaldson
DCI

Overview Fund Activity

500 hedge funds and large institutions have $7.72B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+32
Holders Change %
+6.84%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
66
Increased
157
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M

Top Buyers

1
CAM
Close Asset Management
United Kingdom
$39.1M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$143M
3
ERIM
Eagle Ridge Investment Management
Connecticut
$25.4M
4
BlackRock
BlackRock
New York
$843M
5
American Century Companies
American Century Companies
Missouri
$121M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$96.6M
2
GBWM
Granite Bay Wealth Management
New Hampshire
$1.05M
3
First Trust Advisors
First Trust Advisors
Illinois
$73.6M
4
Millennium Management
Millennium Management
New York
$30.5M
5
MPI
Mairs & Power Inc
Minnesota
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
276
AXQ Capital
New Jersey
$687K +$687K +9,200 New
LWCFA
277
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$687K – – –
CP
278
Cumberland Partners
Ontario, Canada
$672K +$672K +9,000 New
William Blair & Company
279
William Blair & Company
Illinois
$672K -$2.54K -34 -0.4%
TC
280
TownSquare Capital
Utah
$668K -$49.9K -668 -7%
Aviva
281
Aviva
United Kingdom
$668K -$68.5K -917 -9%
SWM
282
Sendero Wealth Management
Texas
$664K – – –
PCM
283
Perkins Capital Management
Minnesota
$663K – – –
MSRPS
284
Maryland State Retirement & Pension System
Maryland
$663K – – –
AG
285
Algert Global
California
$661K -$4.42M -59,190 -87%
Public Employees Retirement Association of Colorado
286
Public Employees Retirement Association of Colorado
Colorado
$660K +$660K +8,838 New
Cerity Partners
287
Cerity Partners
New York
$646K +$335K +4,546 +108%
M
288
Mirova
France
$640K +$640K +8,576 New
HIM
289
Hillsdale Investment Management
Ontario, Canada
$635K -$14.9K -200 -2%
First Eagle Investment Management
290
First Eagle Investment Management
New York
$632K +$7.47K +100 +1%
RG
291
Renaissance Group
Kentucky
$623K -$10.7K -143 -2%
SEC
292
Seven Eight Capital
New York
$615K +$615K +8,234 New
DTL
293
Dynamic Technology Lab
Singapore
$612K -$1.35M -18,130 -69%
Focus Partners Wealth
294
Focus Partners Wealth
Massachusetts
$610K -$1.27K -17 -0.2%
GT
295
Glenview Trust
Kentucky
$606K +$8.74K +117 +1%
WS
296
Wedbush Securities
California
$605K +$50.6K +677 +9%
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$595K +$111K +1,487 +23%
GFA
298
Gallagher Fiduciary Advisors
Illinois
$583K -$39.9K -534 -6%
Mackenzie Financial
299
Mackenzie Financial
Ontario, Canada
$583K -$81.8K -1,096 -12%
EI
300
Ellevest Inc
New York
$578K +$4.78K +64 +0.8%
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