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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 %
TIAA Trust, National Association
326
TIAA Trust, National Association
North Carolina
$409K +$123K +1,653 +43%
GVAG
327
Great Valley Advisor Group
Delaware
$408K -$2.61K -35 -0.6%
SOW
328
State of Wyoming
Wyoming
$405K -$65.8K -881 -14%
FNBOO
329
First National Bank of Omaha
Nebraska
$396K – – –
SCM
330
Shelton Capital Management
Colorado
$389K – – –
WANY
331
Wealthspire Advisors (New York)
New York
$381K +$10.5K +140 +3%
PCM
332
Parsons Capital Management
Rhode Island
$370K – – –
BP
333
Ballentine Partners
Massachusetts
$369K -$6.2K -83 -2%
Truist Financial
334
Truist Financial
North Carolina
$365K +$1.05K +14 +0.3%
PP
335
PrairieView Partners
Minnesota
$359K – – –
II
336
Inspire Investing
Idaho
$359K -$80.2K -1,074 -18%
IP
337
Isthmus Partners
Wisconsin
$358K – – –
SAM
338
Shell Asset Management
Netherlands
$355K -$35.2K -492 -9%
KFS
339
Kurt F. Somerville
$345K -$3.73K -50 -1%
SW
340
SkyOak Wealth
Michigan
$341K +$17K +228 +5%
HWAM
341
Hennion & Walsh Asset Management
New Jersey
$340K -$5.3K -71 -2%
SFG
342
SNS Financial Group
Minnesota
$340K – – –
OFA
343
Oak Family Advisors
Illinois
$339K – – –
AWS
344
Atria Wealth Solutions
New York
$334K +$5.23K +70 +2%
SPIA
345
Steward Partners Investment Advisory
New York
$327K -$24.3K -326 -7%
Bank of Nova Scotia
346
Bank of Nova Scotia
Ontario, Canada
$327K -$167K -2,231 -34%
MML Investors Services
347
MML Investors Services
Massachusetts
$326K +$326K +4,367 New
CCM
348
Coldstream Capital Management
Washington
$325K +$36.4K +488 +13%
SCA
349
Stonebridge Capital Advisors
Minnesota
$317K – – –
PA
350
Profund Advisors
Maryland
$314K +$39.8K +533 +15%
12 13
14
15 16