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Donaldson
DCI

Overview Fund Activity

530 hedge funds and large institutions have $7.39B invested in Donaldson in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 201 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+17
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
171
Reduced
201
Closed
37
Calls
$4.25M
Puts
$3.27M
Net Calls
+$974K
Net Calls Change
+$703K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$13M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.97M
3
Renaissance Technologies
Renaissance Technologies
New York
+$9.35M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.71M
5
EB
Eastern Bank
Massachusetts
+$8.51M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.2M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$28.8M
3
EAM
Eagle Asset Management
Florida
-$18.7M
4
MAM
Martingale Asset Management
Massachusetts
-$12.9M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
351
&Partners
Tennessee
$352K +$131K +1,775 +59%
CPC
352
Consolidated Planning Corp
Georgia
$351K +$351K +4,759 New
TSS
353
Two Sigma Securities
New York
$350K +$350K +4,744 New
OFA
354
Oak Family Advisors
Illinois
$349K – – –
PP
355
Paloma Partners
Connecticut
$343K +$343K +4,648 New
KFS
356
Kurt F. Somerville
$341K – – –
Walleye Capital
357
Walleye Capital
New York
$340K -$438K -5,941 -56%
ATC
358
Argent Trust Co
Tennessee
$338K +$14.4K +195 +4%
SCM
359
Sterling Capital Management
North Carolina
$337K +$337K +4,578 New
VA
360
Vident Advisory
Georgia
$336K +$336K +4,554 New
SFG
361
SNS Financial Group
Minnesota
$336K – – –
SAW
362
Signal Advisors Wealth
Michigan
$329K +$329K +4,460 New
Bessemer Group
363
Bessemer Group
New Jersey
$303K +$140K +1,896 +86%
CCM
364
Coldstream Capital Management
Washington
$302K -$24.3K -329 -7%
FRM
365
Fox Run Management
Connecticut
$297K +$297K +4,027 New
MIM
366
Morningstar Investment Management
Illinois
$295K +$295K +3,985 New
SW
367
SkyOak Wealth
Michigan
$293K -$7.08K -96 -2%
LNWWM
368
Laird Norton Wetherby Wealth Management
California
$293K – – –
MML Investors Services
369
MML Investors Services
Massachusetts
$289K -$22.8K -310 -7%
TRCT
370
Tower Research Capital (TRC)
New York
$289K -$79.1K -1,073 -22%
FTWA
371
Fifth Third Wealth Advisors
Ohio
$288K +$15.7K +213 +6%
GWP
372
Gen-Wealth Partners
Michigan
$287K +$28.4K +386 +11%
AI
373
Accredited Investors
Minnesota
$287K +$442 +6 +0.2%
AWS
374
Atria Wealth Solutions
New York
$285K -$22.6K -307 -7%
Lido Advisors
375
Lido Advisors
California
$279K -$623K -8,446 -69%
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15
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