DCI icon

Donaldson
DCI

Overview Fund Activity

416 hedge funds and large institutions have $5.67B invested in Donaldson in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+30
Holders Change %
+7.77%
% of All Funds
6.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
70
Increased
135
Reduced
133
Closed
35
Calls
$1.02M
Puts
$747K
Net Calls
+$277K
Net Calls Change
+$179K

Top Buyers

1
BlackRock
BlackRock
New York
$658M
2
Morgan Stanley
Morgan Stanley
New York
$77M
3
FMI
Fiduciary Management Inc
Wisconsin
$113M
4
Vanguard Group
Vanguard Group
Pennsylvania
$751M
5
American Century Companies
American Century Companies
Missouri
$68.3M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$17.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$76.1M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$54.1M
5
State Street
State Street
Massachusetts
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
351
Webster Bank
Connecticut
$38K – – –
HPC
352
HM Payson & Co
Maine
$37.1K -$8.83K -150 -19%
RTC
353
Riverview Trust Company
Washington
$36K – – –
EWA
354
EverSource Wealth Advisors
Alabama
$33K – – –
BAM
355
Belpointe Asset Management
Nevada
$32.2K +$32.2K +547 New
S
356
SignatureFD
Georgia
$31.8K -$13.7K -233 -30%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$27.3K +$3.12K +53 +13%
PK
358
Pflug Koory
Nebraska
$26K – – –
NA
359
NewEdge Advisors
Louisiana
$25.9K +$554 +188 +2%
Baillie Gifford & Co
360
Baillie Gifford & Co
United Kingdom
$25.7K – – –
TPCW
361
TD Private Client Wealth
New York
$25.4K -$26.6K -451 -51%
ADL
362
Asset Dedication LLC
California
$22K +$22K +377 New
CFGS
363
Concourse Financial Group Securities
Alabama
$18.8K +$1.41K +24 +8%
LC
364
Lindbrook Capital
California
$17.6K -$1.83K -31 -9%
TWM
365
Tradition Wealth Management
Minnesota
$17K -$30.7K -534 -64%
MAM
366
Meeder Asset Management
Ohio
$16.2K -$1.71K -29 -10%
EBA
367
Eagle Bay Advisors
New York
$14.4K – – –
MPCL
368
My Personal CFO LLC
Washington
$14.3K +$14.3K +243 New
Group One Trading
369
Group One Trading
Illinois
$11.8K +$11.8K +200 New
HC
370
Hoese & Co
Minnesota
$11K – – –
FHA
371
First Horizon Advisors
Tennessee
$10.4K +$8.36K +142 +418%
JWA
372
JFS Wealth Advisors
Pennsylvania
$10.2K +$883 +15 +9%
QL
373
Quarry LP
New York
$8.12K +$8.12K +138 New
BLC
374
Brown, Lisle/Cummings
Rhode Island
$7.36K – – –
QCG
375
Quadrant Capital Group
Ohio
$7.24K +$1K +17 +16%
13 14
15
16 17