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Donaldson
DCI

Overview Fund Activity

392 hedge funds and large institutions have $5.61B invested in Donaldson in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+31
Holders Change %
+8.59%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
67
Increased
122
Reduced
135
Closed
31
Calls
$6.19M
Puts
$1.08M
Net Calls
+$5.11M
Net Calls Change
+$62K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$78.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$221M
3
CVA
3
Ceredex Value Advisors
Florida
$24M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$75.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$673M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$40M
2
Ameriprise
2
Ameriprise
Minnesota
$45.7M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
CB
4
Cooke & Bieler
Pennsylvania
$30.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
301
Lido Advisors
California
$233K +$233K +4,185 New
Luther King Capital Management (LKCM)
302
Luther King Capital Management (LKCM)
Texas
$231K +$231K +4,128 New
SFS
303
Sowell Financial Services
Arkansas
$223K +$20.1K +360 +10%
AI
304
Accredited Investors
Minnesota
$220K +$220K +3,936 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
305
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$212K +$50.5K +904 +31%
TAM
306
Trillium Asset Management
Massachusetts
$206K +$206K +3,688 New
GT
307
Glenview Trust
Kentucky
$201K +$201K +3,600 New
CFA
308
CWS Financial Advisors
Michigan
$200K +$200K +3,572 New
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$197K +$119K +2,141 +154%
CFB
310
Cullen/Frost Bankers
Texas
$196K – – –
FC
311
FORA Capital
Florida
$170K +$170K +3,041 New
PWM
312
Perigon Wealth Management
California
$168K +$168K +3,009 New
WTC
313
WhitTier Trust Company
Nevada
$140K – – –
QT
314
Quantbot Technologies
New York
$139K +$139K +2,488 New
Skandinaviska Enskilda Banken (SEB)
315
Skandinaviska Enskilda Banken (SEB)
Sweden
$129K -$398K -7,100 -76%
EW
316
Evoke Wealth
California
$112K – – –
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
PCG
318
Private Capital Group
Connecticut
$103K – – –
SPIA
319
Steward Partners Investment Advisory
New York
$99K +$39K +700 +65%
GWM
320
Geneos Wealth Management
Colorado
$75K – – –
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$61K +$54.9K +986 +896%
CFGS
322
Concourse Financial Group Securities
Alabama
$57K – – –
JFGIW
323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K +$56K +1,000 New
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$53K -$55.9K -992 -51%
TWM
325
Tradition Wealth Management
Minnesota
$46K +$46K +822 New
11 12
13
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