DCI icon

Donaldson
DCI

Overview Fund Activity

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M

Top Buyers

1
SI
Scharf Investments
California
$61.7M
2
Morgan Stanley
Morgan Stanley
New York
$147M
3
CC
Capital Counsel
New York
$44.2M
4
BlackRock
BlackRock
New York
$762M
5
FMI
Fiduciary Management Inc
Wisconsin
$149M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$10.9M
2
Millennium Management
Millennium Management
New York
$2.85M
3
JAM
Jupiter Asset Management
United Kingdom
$11.4M
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
TI
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
351
Great Lakes Advisors
Illinois
$290K -$62.2K -924 -18%
AC
352
Aristides Capital
Kentucky
$289K +$87.2K +1,294 +43%
OTL
353
Oak Thistle LLC
New York
$289K +$289K +4,297 New
DO
354
denkapparat Operations
Germany
$289K +$289K +4,290 New
AI
355
Accredited Investors
Minnesota
$286K +$24.2K +359 +9%
ACM
356
Aster Capital Management
United Arab Emirates
$271K +$271K +4,022 New
MIM
357
Morningstar Investment Management
Illinois
$268K – – –
HWAM
358
Hennion & Walsh Asset Management
New Jersey
$265K -$84.1K -1,249 -24%
MML Investors Services
359
MML Investors Services
Massachusetts
$263K -$1.35K -20 -0.5%
LNWWM
360
Laird Norton Wetherby Wealth Management
California
$261K -$5.99K -89 -2%
AWS
361
Atria Wealth Solutions
New York
$256K -$4.72K -70 -2%
CCM
362
Coldstream Capital Management
Washington
$255K -$21.1K -313 -8%
AAM
363
Advisors Asset Management
Colorado
$255K +$116K +1,715 +83%
CIBC Asset Management
364
CIBC Asset Management
Ontario, Canada
$252K +$12.6K +187 +5%
BA
365
Ballast Advisors
Minnesota
$252K – – –
FTWA
366
Fifth Third Wealth Advisors
Ohio
$250K -$12.3K -182 -5%
GWP
367
Gen-Wealth Partners
Michigan
$249K -$13.5K -200 -5%
PMWMG
368
Parr McKnight Wealth Management Group
Minnesota
$247K +$247K +3,671 New
KI
369
Kapitalo Investimentos
Brazil
$246K +$6.8K +101 +3%
1C
370
111 Capital
France
$245K +$245K +3,636 New
FFA
371
Farther Finance Advisors
California
$245K -$9.77K -145 -4%
TAM
372
Trillium Asset Management
Massachusetts
$243K – – –
CFO
373
Callan Family Office
Pennsylvania
$242K +$242K +3,586 New
SFS
374
Stiles Financial Services
Minnesota
$239K +$673 +10 +0.3%
IP
375
Intellectus Partners
California
$236K +$236K +3,499 New
13 14
15
16 17