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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 %
CTC
326
Central Trust Company
Missouri
$45K – – –
CCA
327
Column Capital Advisors
Indiana
$43K -$167 -3 -0.4%
PP
328
PrairieView Partners
Minnesota
$42K – – –
GG
329
Gleason Group
Kentucky
$42K +$169 +3 +0.4%
SIM
330
Sonora Investment Management
Arizona
$39K +$39K +700 New
IA
331
IFP Advisors
Florida
$38K – – –
MA
332
MUFG Americas
New York
$34K -$5.67K -100 -14%
RTC
333
Riverview Trust Company
Washington
$34K – – –
JCM
334
Jacobi Capital Management
Pennsylvania
$33K +$112 +2 +0.3%
PFMU
335
Privium Fund Management (UK)
United Kingdom
$33K +$33K +744,888 New
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$26K +$8.85K +161 +52%
FF
337
FourThought Financial
Florida
$26K +$26K +475 New
ETC
338
Exchange Traded Concepts
Oklahoma
$25K +$25K +449 New
S
339
SignatureFD
Georgia
$23K +$1.06K +19 +5%
WWM
340
Wolff Wiese Magana
California
$23K +$23K +403 New
CAGAS
341
Capital Advisory Group Advisory Services
Minnesota
$22K -$26.4K -480 -55%
GAM
342
Gemmer Asset Management
California
$21K – – –
CI
343
CX Institutional
Indiana
$18K – – –
ICP
344
Interchange Capital Partners
Pennsylvania
$18K +$18K +331 New
PK
345
Pflug Koory
Nebraska
$17K – – –
MAM
346
Meeder Asset Management
Ohio
$17K +$4.61K +84 +37%
LC
347
Lindbrook Capital
California
$15K – – –
APA
348
American Portfolios Advisors
New York
$14.2K +$8.26K +148 +140%
FPS
349
Fieldpoint Private Securities
Connecticut
$14K +$14K +255 New
EI
350
Ellevest Inc
New York
$13K +$1.49K +27 +13%
12 13
14
15 16