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Donaldson
DCI

Overview Fund Activity

513 hedge funds and large institutions have $7.31B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+13
Holders Change %
+2.6%
% of All Funds
7.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
185
Reduced
178
Closed
40
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M

Top Buyers

1
CAM
1
Close Asset Management
United Kingdom
$72.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$32.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$28.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$22.4M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$14.3M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$105M
2
BlackRock
2
BlackRock
New York
$773M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$115M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
326
Boothbay Fund Management
New York
$413K +$413K +5,775 New
Truist Financial
327
Truist Financial
North Carolina
$408K +$57.5K +804 +16%
RJT
328
Raymond James Trust
Florida
$406K -$13.5K -188 -3%
TPI
329
Trust Point Inc
Wisconsin
$405K -$26.2K -366 -6%
TIAA Trust, National Association
330
TIAA Trust, National Association
North Carolina
$396K +$4.01K +56 +1%
GVAG
331
Great Valley Advisor Group
Delaware
$390K -$501 -7 -0.1%
XT
332
XTX Topco
Cayman Islands
$385K +$385K +5,375 New
Connor, Clark & Lunn Investment Management (CC&L)
333
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$380K +$380K +5,315 New
WANY
334
Wealthspire Advisors (New York)
New York
$373K +$7.59K +106 +2%
Two Sigma Investments
335
Two Sigma Investments
New York
$371K -$5.41M -75,557 -94%
DS
336
Dudley & Shanley
Florida
$369K +$100K +1,400 +37%
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$368K +$94.7K +1,324 +35%
TRCT
338
Tower Research Capital (TRC)
New York
$357K -$43.4K -607 -11%
AIM
339
Aigen Investment Management
New York
$357K +$357K +4,983 New
BP
340
Ballentine Partners
Massachusetts
$354K +$1K +14 +0.3%
PCM
341
Parsons Capital Management
Rhode Island
$354K – – –
II
342
Inspire Investing
Idaho
$352K +$8.52K +119 +2%
Bank of Nova Scotia
343
Bank of Nova Scotia
Ontario, Canada
$346K +$32.8K +459 +10%
OAM
344
Oxford Asset Management
United Kingdom
$344K +$125K +1,752 +57%
IP
345
Isthmus Partners
Wisconsin
$343K – – –
PP
346
PrairieView Partners
Minnesota
$343K – – –
SCM
347
Shelton Capital Management
Colorado
$342K -$30.8K -431 -8%
OFA
348
Oak Family Advisors
Illinois
$339K +$14.1K +197 +4%
MSS
349
Mitchell Sinkler & Starr
Pennsylvania
$332K +$332K +4,530 New
KFS
350
Kurt F. Somerville
$331K – – –
12 13
14
15 16