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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 %
Simplex Trading
326
Simplex Trading
Illinois
$128K +$128K +2,214 New
EW
327
Evoke Wealth
California
$117K +$58 +1 +0%
PCG
328
Private Capital Group
Connecticut
$107K – – –
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
SPIA
330
Steward Partners Investment Advisory
New York
$88.5K -$14.9K -256 -14%
GWM
331
Geneos Wealth Management
Colorado
$80K – – –
HI
332
Harbour Investments
Wisconsin
$71K +$71K +1,225 New
CAPTRUST Financial Advisors
333
CAPTRUST Financial Advisors
North Carolina
$65K +$37.6K +649 +137%
CFGS
334
Concourse Financial Group Securities
Alabama
$60K – – –
JFGIW
335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K – – –
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$56K +$1.39K +24 +3%
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$52K -$11.6K -200 -18%
TWM
338
Tradition Wealth Management
Minnesota
$48K +$58 +1 +0.1%
CTC
339
Central Trust Company
Missouri
$47K – – –
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$46K +$33.1K +566 +257%
CCA
341
Column Capital Advisors
Indiana
$45K – – –
PP
342
PrairieView Partners
Minnesota
$44K – – –
GG
343
Gleason Group
Kentucky
$43K +$115 +2 +0.3%
SIM
344
Sonora Investment Management
Arizona
$41K – – –
PFMU
345
Privium Fund Management (UK)
United Kingdom
$38K – – –
IA
346
IFP Advisors
Florida
$37K -$2.3K -39 -6%
RTC
347
Riverview Trust Company
Washington
$36K – – –
MA
348
MUFG Americas
New York
$35K – – –
JCM
349
Jacobi Capital Management
Pennsylvania
$34K +$115 +2 +0.3%
FF
350
FourThought Financial
Florida
$26K -$1.14K -20 -4%
12 13
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