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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 %
S
351
SignatureFD
Georgia
$25K +$765 +13 +3%
CAGAS
352
Capital Advisory Group Advisory Services
Minnesota
$23K – – –
WWM
353
Wolff Wiese Magana
California
$23K – – –
FP
354
Financial Perspectives
Minnesota
$22K +$21.6K +1,258 +5,718%
GAM
355
Gemmer Asset Management
California
$21K – – –
AWA
356
Artemis Wealth Advisors
New York
$19.5K +$19.5K +335 New
CI
357
CX Institutional
Indiana
$19K – – –
MAM
358
Meeder Asset Management
Ohio
$19K +$988 +17 +5%
PK
359
Pflug Koory
Nebraska
$17K – – –
APA
360
American Portfolios Advisors
New York
$16.5K +$1.69K +29 +11%
FPS
361
Fieldpoint Private Securities
Connecticut
$16K +$1.16K +20 +8%
LC
362
Lindbrook Capital
California
$15K – – –
HFM
363
Harvest Fund Management
China
$15K +$15K +259 New
GWSG
364
GPS Wealth Strategies Group
Colorado
$15K +$15K +275 New
EI
365
Ellevest Inc
New York
$14K +$118 +2 +0.9%
AIG
366
American International Group
New York
$13.3K +$44 +755 +0.3%
ETC
367
Exchange Traded Concepts
Oklahoma
$13K -$13.7K -230 -51%
TCM
368
TD Capital Management
Tennessee
$12K – – –
CWP
369
Concord Wealth Partners
Virginia
$11K +$11K +186 New
QCG
370
Quadrant Capital Group
Ohio
$8K +$1.53K +28 +24%
JWM
371
Janiczek Wealth Management
Colorado
$8K +$2.35K +39 +41%
PFBT
372
Parkside Financial Bank & Trust
Missouri
$7K – – –
VCM
373
Versant Capital Management
Arizona
$7K – – –
EWA
374
Evolution Wealth Advisors
Florida
$7K +$7K +124 New
PFA
375
Professional Financial Advisors
Nebraska
$6K – – –
13 14
15
16 17