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Donaldson
DCI

Overview Fund Activity

455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
139
Reduced
180
Closed
42
Calls
$1.53M
Puts
$1.09M
Net Calls
+$438K
Net Calls Change
-$130K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$91.3M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$44.8M
3
JAM
3
Jupiter Asset Management
United Kingdom
$23.9M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$26.4M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$28.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$335M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$2.25M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$201M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.96M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
376
USA Financial Formulas
Michigan
$77.3K -$41.3K -661 -35%
ATC
377
Adirondack Trust Company
New York
$69.1K – – –
MCM
378
Manchester Capital Management
Vermont
$65.9K +$61.4K +983 +1,385%
C
379
Covestor
United Kingdom
$64K -$30.3K -485 -32%
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$62.5K -$1.86M -29,800 -97%
Bessemer Group
381
Bessemer Group
New Jersey
$59K +$28.1K +453 +91%
GWM
382
Geneos Wealth Management
Colorado
$50K – – –
GG
383
Gleason Group
Kentucky
$48.4K +$188 +3 +0.4%
ETC
384
Exchange Traded Concepts
Oklahoma
$46.6K -$123K -1,966 -73%
TPCW
385
TD Private Client Wealth
New York
$45.8K +$21.6K +346 +89%
IA
386
IFP Advisors
Florida
$43.1K – – –
SN
387
Sittner & Nelson
Oregon
$42.3K +$42.3K +676 New
CTC
388
Central Trust Company
Missouri
$41.6K – – –
WB
389
Webster Bank
Connecticut
$40.6K – – –
TCOV
390
Trust Company of Vermont
Vermont
$40.6K – – –
IUHSA
391
Itau Unibanco Holding S.A.
Brazil
$39.4K +$39.4K +631 New
RTC
392
Riverview Trust Company
Washington
$38.5K – – –
S
393
SignatureFD
Georgia
$38.2K -$14.4K -230 -27%
FDCDDQ
394
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.2K -$4.13K -66 -10%
Fifth Third Bancorp
395
Fifth Third Bancorp
Ohio
$36.6K -$38.4K -615 -51%
EWA
396
EverSource Wealth Advisors
Alabama
$35.8K +$750 +12 +2%
Point72 Asset Management
397
Point72 Asset Management
Connecticut
$32.5K -$1.2M -19,121 -97%
PK
398
Pflug Koory
Nebraska
$27.2K – – –
FAM
399
Fred Alger Management
New York
$26.7K -$28.4K -454 -52%
HPC
400
HM Payson & Co
Maine
$25.8K -$13.6K -218 -35%
14 15
16
17 18