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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 %
PCM
301
Prelude Capital Management
New York
$543K -$6.5K -87 -1%
NSAM
302
North Star Asset Management
Wisconsin
$537K – – –
OQS
303
Occudo Quantitative Strategies
Florida
$537K +$537K +7,191 New
PD
304
Point72 (DIFC)
United Arab Emirates
$529K +$529K +7,086 New
OR
305
Olympiad Research
Connecticut
$520K -$30.1K -403 -5%
TI
306
Tidal Investments
Wisconsin
$518K -$140K -1,872 -21%
MFS
307
Mirabella Financial Services
United Kingdom
$506K +$506K +6,780 New
NA
308
NewEdge Advisors
Louisiana
$475K -$69.4K -929 -13%
STA
309
Summit Trail Advisors
New York
$466K +$6.35K +85 +1%
DF
310
Donoghue Forlines
Massachusetts
$463K -$62.1K -831 -12%
TA
311
TFG Advisers
Michigan
$458K +$1.05K +14 +0.2%
TPI
312
Trust Point Inc
Wisconsin
$450K +$22.9K +307 +5%
RGC
313
Roberts, Glore & Co
Illinois
$450K -$13.8K -185 -3%
Aristotle Capital Management
314
Aristotle Capital Management
California
$448K – – –
GC
315
Guggenheim Capital
Illinois
$446K -$1.94M -26,008 -81%
WF
316
Welch & Forbes
Massachusetts
$445K – – –
ZIM
317
Zacks Investment Management
Illinois
$442K +$442K +5,923 New
BBA
318
Baader Bank Aktiengesellschaft
Germany
$441K +$441K +5,900 New
DFCM
319
Dark Forest Capital Management
Puerto Rico
$440K +$440K +5,888 New
RJT
320
Raymond James Trust
Florida
$438K -$1.2K -16 -0.3%
ACIM
321
Azimuth Capital Investment Management
Michigan
$433K -$18.7K -250 -4%
VF
322
Virtu Financial
New York
$424K +$424K +5,678 New
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$420K – – –
ST
324
Sabal Trust
Florida
$418K – – –
TRCT
325
Tower Research Capital (TRC)
New York
$418K -$967K -12,955 -70%
11 12
13
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