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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 %
Simplex Trading
326
Simplex Trading
Illinois
$154K -$155K -2,625 -50%
CFB
327
Cullen/Frost Bankers
Texas
$148K -$18.5K -313 -11%
GCM
328
Gladius Capital Management
Illinois
$142K +$142K +2,381 New
WT
329
Whittier Trust
California
$138K – – –
Skandinaviska Enskilda Banken (SEB)
330
Skandinaviska Enskilda Banken (SEB)
Sweden
$135K – – –
Macquarie Group
331
Macquarie Group
Australia
$131K – – –
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K +$71.7K +1,210 +121%
EW
333
Evoke Wealth
California
$119K +$59 +1 +0%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$118K +$4.26K +72 +4%
PCG
335
Private Capital Group
Connecticut
$110K – – –
BEI
336
Benjamin Edwards Inc
Missouri
$110K +$75.1K +1,263 +216%
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$85K +$85K +1,440 New
Koshinski Asset Management
338
Koshinski Asset Management
Illinois
$76K +$2.49K +42 +3%
GWM
339
Geneos Wealth Management
Colorado
$75K – – –
HI
340
Harbour Investments
Wisconsin
$74K -$48.6K -822 -40%
QT
341
Quantbot Technologies
New York
$70K +$70K +1,191 New
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$68K +$9.92K +167 +17%
C
343
Covestor
United Kingdom
$63K +$63K +1,058 New
CCA
344
Column Capital Advisors
Indiana
$59K +$16K +272 +37%
SCA
345
Snowden Capital Advisors
New York
$56K +$56K +947 New
MA
346
MUFG Americas
New York
$53K +$10.2K +171 +24%
TWM
347
Tradition Wealth Management
Minnesota
$49K +$59 +1 +0.1%
CTC
348
Central Trust Company
Missouri
$48K – – –
EI
349
Ellevest Inc
New York
$47K +$29.9K +509 +175%
ADL
350
Asset Dedication LLC
California
$45K -$1.44K -24 -3%
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