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Donaldson
DCI

Overview Fund Activity

455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
139
Reduced
180
Closed
42
Calls
$1.53M
Puts
$1.09M
Net Calls
+$438K
Net Calls Change
-$130K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$91.3M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$44.8M
3
JAM
3
Jupiter Asset Management
United Kingdom
$23.9M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$26.4M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$28.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$335M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$2.25M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$201M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.96M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OFA
326
Oak Family Advisors
Illinois
$283K – – –
NIM
327
Northeast Investment Management
Massachusetts
$280K -$188 -3 -0.1%
Lido Advisors
328
Lido Advisors
California
$279K -$2.24M -35,898 -89%
BP
329
Ballentine Partners
Massachusetts
$278K +$4.69K +75 +2%
SFG
330
SNS Financial Group
Minnesota
$273K – – –
SPIA
331
Steward Partners Investment Advisory
New York
$270K +$3.94K +63 +1%
SCA
332
Stonebridge Capital Advisors
Minnesota
$265K – – –
BFM
333
Boothbay Fund Management
New York
$265K -$57.4K -918 -18%
Cerity Partners
334
Cerity Partners
New York
$262K +$1.25K +20 +0.5%
PRC
335
Pearl River Capital
Michigan
$259K +$259K +4,148 New
Mitsubishi UFJ Trust & Banking
336
Mitsubishi UFJ Trust & Banking
Japan
$259K +$4.75K +76 +2%
KI
337
Kapitalo Investimentos
Brazil
$258K +$258K +4,123 New
MKC
338
M. Kraus & Co
Vermont
$251K – – –
TF
339
TIAA FSB
Florida
$245K -$4.81K -77 -2%
AI
340
Accredited Investors
Minnesota
$242K +$500 +8 +0.2%
WTB
341
Washington Trust Bank
Washington
$240K – – –
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$238K +$143K +2,294 +151%
Cambridge Investment Research Advisors
343
Cambridge Investment Research Advisors
Iowa
$237K -$8.26K -132 -3%
VBFP
344
Valtinson Bruner Financial Planning
Minnesota
$235K -$5K -80 -2%
PA
345
Profund Advisors
Maryland
$234K -$31.1K -498 -12%
V
346
Veritable
Delaware
$232K – – –
SFS
347
Stiles Financial Services
Minnesota
$232K -$56.8K -908 -20%
CFA
348
CWS Financial Advisors
Michigan
$232K – – –
VI
349
Vestcor Inc
New Brunswick, Canada
$231K – – –
Luther King Capital Management (LKCM)
350
Luther King Capital Management (LKCM)
Texas
$230K -$9.38K -150 -4%
12 13
14
15 16