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Donaldson
DCI

Overview Fund Activity

406 hedge funds and large institutions have $5.87B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+14
Holders Change %
+3.57%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
127
Reduced
150
Closed
39
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$140M
2
AAM
Ardevora Asset Management
United Kingdom
$55.4M
3
RG
Renaissance Group
Kentucky
$28M
4
BlackRock
BlackRock
New York
$650M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$96.5M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$10.4M
2
CB
Cooke & Bieler
Pennsylvania
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
301
Prelude Capital Management
New York
$265K +$265K +4,562 New
CI
302
Cigna Investments
Connecticut
$263K +$7.63K +131 +3%
Macquarie Group
303
Macquarie Group
Australia
$260K -$73.6K -1,267 -22%
SEC
304
Seven Eight Capital
New York
$257K – – –
FHB
305
First Hawaiian Bank
Hawaii
$251K – – –
ACM
306
Azimuth Capital Management
Michigan
$250K – – –
IRF
307
IBM Retirement Fund
New York
$248K -$24.1K -415 -9%
CC
308
Cipher Capital
New York
$246K +$246K +4,238 New
WTB
309
Washington Trust Bank
Washington
$245K – – –
HB
310
Homrich & Berg
Georgia
$237K -$72.9K -1,254 -24%
SCA
311
Stonebridge Capital Advisors
Minnesota
$235K -$32.2K -555 -12%
Luther King Capital Management (LKCM)
312
Luther King Capital Management (LKCM)
Texas
$234K -$6.11K -105 -3%
AI
313
Accredited Investors
Minnesota
$229K +$407 +7 +0.2%
Lido Advisors
314
Lido Advisors
California
$222K -$21.3K -367 -9%
TAM
315
Trillium Asset Management
Massachusetts
$214K – – –
GT
316
Glenview Trust
Kentucky
$209K – – –
CFA
317
CWS Financial Advisors
Michigan
$208K – – –
AWE
318
Avidian Wealth Enterprises
Texas
$207K +$207K +3,558 New
AIM
319
Aigen Investment Management
New York
$207K +$207K +3,559 New
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$203K +$203K +3,495 New
B
321
Bailard
California
$201K +$201K +3,461 New
CI Investments Inc
322
CI Investments Inc
Ontario, Canada
$169K -$36.5K -628 -18%
CFB
323
Cullen/Frost Bankers
Texas
$145K -$58K -1,000 -29%
MC
324
Maverick Capital
Texas
$139K +$139K +2,383 New
WT
325
Whittier Trust
California
$139K +$139K +2,385 New
11 12
13
14 15