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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 %
SFG
351
SNS Financial Group
Minnesota
$326K – – –
MF
352
Magnetar Financial
Illinois
$322K +$322K +4,495 New
SGAM
353
Smith Group Asset Management
Texas
$318K +$318K +4,440 New
CCM
354
Coldstream Capital Management
Washington
$317K +$5.58K +78 +2%
ATC
355
Argent Trust Co
Tennessee
$314K +$314K +4,392 New
SPIA
356
Steward Partners Investment Advisory
New York
$309K -$4.58K -64 -1%
BCM
357
Bayesian Capital Management
New York
$308K +$308K +4,304 New
MML Investors Services
358
MML Investors Services
Massachusetts
$303K -$9.44K -132 -3%
AWS
359
Atria Wealth Solutions
New York
$299K -$21.4K -299 -7%
GLA
360
Great Lakes Advisors
Illinois
$294K +$294K +4,109 New
NC
361
nVerses Capital
Florida
$293K +$78.7K +1,100 +37%
SW
362
SkyOak Wealth
Michigan
$291K -$35.3K -493 -11%
HWAM
363
Hennion & Walsh Asset Management
New Jersey
$287K -$39.1K -546 -12%
LNWWM
364
Laird Norton Wetherby Wealth Management
California
$284K -$118K -1,654 -29%
FIM
365
Freedom Investment Management
Connecticut
$283K +$36.1K +505 +15%
AI
366
Accredited Investors
Minnesota
$278K +$286 +4 +0.1%
RP
367
Riverwater Partners
Wisconsin
$272K -$17.2K -240 -6%
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$271K +$18.9K +264 +7%
BA
369
Ballast Advisors
Minnesota
$267K -$27.2K -380 -9%
DWM
370
Diversify Wealth Management
Utah
$267K +$267K +3,783 New
QC
371
Quadrature Capital
United Kingdom
$266K -$1M -14,037 -79%
FTWA
372
Fifth Third Wealth Advisors
Ohio
$264K +$264K +3,688 New
QT
373
Quantbot Technologies
New York
$261K -$1.28M -17,859 -83%
TAM
374
Trillium Asset Management
Massachusetts
$258K – – –
SFS
375
Stiles Financial Services
Minnesota
$253K +$358 +5 +0.1%
13 14
15
16 17