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Donaldson
DCI

Overview Fund Activity

500 hedge funds and large institutions have $7.72B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+32
Holders Change %
+6.84%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
66
Increased
157
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M

Top Buyers

1
CAM
Close Asset Management
United Kingdom
$39.1M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$143M
3
ERIM
Eagle Ridge Investment Management
Connecticut
$25.4M
4
BlackRock
BlackRock
New York
$843M
5
American Century Companies
American Century Companies
Missouri
$121M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$96.6M
2
GBWM
Granite Bay Wealth Management
New Hampshire
$1.05M
3
First Trust Advisors
First Trust Advisors
Illinois
$73.6M
4
Millennium Management
Millennium Management
New York
$30.5M
5
MPI
Mairs & Power Inc
Minnesota
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
376
Washington Trust Bank
Washington
$235K -$51.5K -690 -18%
PWM
377
Perigon Wealth Management
California
$234K +$234K +3,131 New
GWP
378
Gen-Wealth Partners
Michigan
$232K +$232K +3,104 New
SI
379
Stephens Inc
Arkansas
$232K -$9.34K -125 -4%
VBFP
380
Valtinson Bruner Financial Planning
Minnesota
$231K -$26.1K -350 -10%
MOS
381
MGO One Seven
Ohio
$229K +$229K +3,063 New
OAM
382
Oxford Asset Management
United Kingdom
$228K -$1.05K -14 -0.5%
FA
383
Faithward Advisors
Pennsylvania
$227K +$227K +3,039 New
CPIG
384
Chicago Partners Investment Group
Illinois
$225K +$225K +3,110 New
WTC
385
WhitTier Trust Company
Nevada
$225K +$5.68K +76 +3%
NC
386
nVerses Capital
Florida
$224K +$224K +3,000 New
CFM
387
Catalyst Funds Management
Australia
$217K +$217K +2,900 New
GCM
388
Genus Capital Management
British Columbia, Canada
$217K +$217K +2,900 New
LNC
389
Lincoln National Corp
Pennsylvania
$213K +$213K +2,856 New
LC
390
LCNB Corp
Ohio
$207K +$207K +2,775 New
CCA
391
Checchi Capital Advisers
California
$201K +$201K +2,694 New
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$199K +$30.9K +415 +18%
JWM
393
Janiczek Wealth Management
Colorado
$191K +$28.1K +376 +17%
KBC Group
394
KBC Group
Belgium
$184K +$38.9K +522 +27%
NCM
395
Northwest Capital Management
Oregon
$172K – – –
WT
396
Whittier Trust
California
$162K -$3.14K -42 -2%
TPCW
397
TD Private Client Wealth
New York
$149K +$40.6K +543 +37%
EC
398
EntryPoint Capital
New York
$148K +$70.1K +938 +90%
PS
399
Principal Securities
Iowa
$145K +$7.92K +106 +6%
C
400
Covestor
United Kingdom
$132K +$38.5K +515 +41%
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