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Donaldson
DCI

Overview Fund Activity

385 hedge funds and large institutions have $4.77B invested in Donaldson in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
-16
Holders Change %
-3.99%
% of All Funds
6.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
142
Reduced
120
Closed
49
Calls
$1.31M
Puts
$1.32M
Net Calls
-$6K
Net Calls Change
-$1.03M

Top Buyers

1
State Street
1
State Street
Massachusetts
$326M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$31.5M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$82.4M
4
Millennium Management
4
Millennium Management
New York
$18.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$191M

Top Sellers

1
GF
1
Greenhouse Funds
Maryland
$0
2
RG
2
Renaissance Group
Kentucky
$978K
3
DZ Bank
3
DZ Bank
Germany
$0
4
TAM
4
Tocqueville Asset Management
New York
$12M
5
MPI
5
Mairs & Power Inc
Minnesota
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
351
Cordasco Financial Network
Florida
$4K – – –
BCMLT
352
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
PTC
353
Private Trust Company
Ohio
$4K +$4K +73 New
GCM
354
Gladius Capital Management
Illinois
$3K -$155K -2,165 -98%
BFEC
355
Benjamin F. Edwards & Company
Missouri
$3K – – –
SWM
356
Sugarloaf Wealth Management
Georgia
$3K – – –
EARNEST Partners
357
EARNEST Partners
Georgia
$3K – – –
First Manhattan
358
First Manhattan
New York
$3K – – –
CFGS
359
Concourse Financial Group Securities
Alabama
$3K – – –
SC
360
Schubert & Co
Texas
$3K +$2.04K +36 +212%
BBHC
361
Brown Brothers Harriman & Co
New York
$3K +$3K +54 New
TCWM
362
Total Clarity Wealth Management
Illinois
$3K +$3K +66 New
MCM
363
Manchester Capital Management
Vermont
$2K -$1.37K -35 -41%
ACM
364
AUA Capital Management
Pennsylvania
$2K – – –
NIC
365
Northwest Investment Counselors
Oregon
$2K – – –
VCM
366
Versant Capital Management
Arizona
$2K – – –
SWM
367
Spire Wealth Management
Virginia
$2K +$2K +32 New
TWA
368
TCI Wealth Advisors
Arizona
$2K +$2K +36 New
HS
369
Horan Securities
United States
$2K +$2K +40 New
First Eagle Investment Management
370
First Eagle Investment Management
New York
$2K +$2K +44 New
SFG
371
Steward Financial Group
Texas
$2K +$2K +45 New
Bank of Montreal
372
Bank of Montreal
Ontario, Canada
$1.25K +$441 +8,569 +55%
FP
373
Financial Perspectives
Minnesota
$1.06K – – –
SWA
374
Sutton Wealth Advisors
Florida
$1.06K +$963 +20 +1,000%
CFD
375
Creative Financial Designs
Indiana
$1K – – –
13 14
15
16 17