DCI icon

Donaldson
DCI

Overview Fund Activity

386 hedge funds and large institutions have $4.9B invested in Donaldson in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
134
Reduced
127
Closed
36
Calls
$803K
Puts
$705K
Net Calls
+$98K
Net Calls Change
+$104K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$111M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.3M
4
American Century Companies
4
American Century Companies
Missouri
$49.9M
5
State Street
5
State Street
Massachusetts
$338M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$136M
2
Millennium Management
2
Millennium Management
New York
$4.31M
3
BlackRock
3
BlackRock
New York
$522M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$75.7M
5
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
301
Ellevest Inc
New York
$96K +$33.4K +679 +53%
C
302
Covestor
United Kingdom
$89K -$65K -1,325 -42%
BEI
303
Benjamin Edwards Inc
Missouri
$88K +$4.38K +89 +5%
BFPW
304
BOK Financial Private Wealth
Colorado
$85K – – –
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$84K +$15.4K +313 +22%
JWM
306
Janiczek Wealth Management
Colorado
$80K +$5.63K +111 +8%
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$75K -$584K -12,056 -89%
IA
308
IFP Advisors
Florida
$74K +$13.5K +291 +22%
AF
309
Advisornet Financial
Minnesota
$69K – – –
HI
310
Harbour Investments
Wisconsin
$62K – – –
BSB
311
Bangor Savings Bank
Maine
$61K – – –
WFA
312
Wipfli Financial Advisors
Wisconsin
$58K +$58K +1,179 New
CFB
313
Cullen/Frost Bankers
Texas
$49K – – –
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$45K -$6.02K -124 -12%
TPCW
315
TD Private Client Wealth
New York
$43.2K +$1.08K +22 +3%
TWM
316
Tradition Wealth Management
Minnesota
$41K +$49 +1 +0.1%
CTC
317
Central Trust Company
Missouri
$40K – – –
GWM
318
Geneos Wealth Management
Colorado
$39K -$33.2K -680 -46%
ATC
319
Adirondack Trust Company
New York
$39K +$39K +800 New
S
320
SignatureFD
Georgia
$38K -$1.42K -29 -4%
HPC
321
HM Payson & Co
Maine
$38K – – –
GG
322
Gleason Group
Kentucky
$38K +$149 +3 +0.4%
PP
323
PrairieView Partners
Minnesota
$37K – – –
FAM
324
Fred Alger Management
New York
$35K +$35K +717 New
PA
325
Parallel Advisors
California
$33K +$15.6K +321 +89%
11 12
13
14 15