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Donaldson
DCI

Overview Fund Activity

423 hedge funds and large institutions have $5.86B invested in Donaldson in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+20
Holders Change %
+4.96%
% of All Funds
6.53%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
71
Increased
137
Reduced
142
Closed
44
Calls
$497K
Puts
$1.47M
Net Calls
-$970K
Net Calls Change
+$9K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$107M
2
Millennium Management
Millennium Management
New York
$42.3M
3
HighTower Advisors
HighTower Advisors
Illinois
$38M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$29.8M
5
State Street
State Street
Massachusetts
$330M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$0
2
Wells Fargo
Wells Fargo
California
$38.8M
3
AAM
Ardevora Asset Management
United Kingdom
$0
4
UBS AM
UBS AM
Illinois
$12.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
301
Stiles Financial Services
Minnesota
$261K +$261K +4,411 New
FHB
302
First Hawaiian Bank
Hawaii
$256K – – –
ACM
303
Azimuth Capital Management
Michigan
$255K – – –
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$253K -$30.2K -511 -11%
AAS
305
Avantax Advisory Services
Texas
$252K +$252K +4,250 New
WTB
306
Washington Trust Bank
Washington
$249K – – –
BP
307
Ballentine Partners
Massachusetts
$248K – – –
II
308
Inspire Investing
Idaho
$248K +$17.5K +295 +8%
SCA
309
Stonebridge Capital Advisors
Minnesota
$240K – – –
CFA
310
CWS Financial Advisors
Michigan
$229K +$229K +3,864 New
AI
311
Accredited Investors
Minnesota
$228K -$593 -10 -0.3%
Luther King Capital Management (LKCM)
312
Luther King Capital Management (LKCM)
Texas
$227K -$20.7K -349 -8%
SI
313
Stephens Inc
Arkansas
$224K -$713K -12,021 -76%
SOW
314
State of Wyoming
Wyoming
$223K +$185K +3,122 +492%
TAM
315
Trillium Asset Management
Massachusetts
$219K – – –
HWM
316
HB Wealth Management
Georgia
$219K +$219K +3,690 New
B
317
Bailard
California
$218K – – –
AWE
318
Avidian Wealth Enterprises
Texas
$213K +$59 +1 +0%
QPW
319
Quantum Private Wealth
Florida
$213K +$213K +3,598 New
AG
320
Algert Global
California
$212K -$589K -9,930 -74%
Mercer Global Advisors
321
Mercer Global Advisors
Colorado
$204K +$204K +3,435 New
TC
322
Titleist Capital
Texas
$203K +$203K +3,419 New
BA
323
Ballast Advisors
Minnesota
$202K +$202K +3,403 New
XT
324
XTX Topco
Cayman Islands
$201K +$201K +3,388 New
SPIA
325
Steward Partners Investment Advisory
New York
$177K +$68.9K +1,161 +64%
11 12
13
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