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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 %
QPW
376
Quantum Private Wealth
Florida
$251K – – –
GWP
377
Gen-Wealth Partners
Michigan
$251K +$29.1K +406 +13%
EWA
378
Encompass Wealth Advisors
Oregon
$250K – – –
LFP
379
Leeward Financial Partners
Washington
$249K – – –
MKC
380
M. Kraus & Co
Vermont
$247K -$4.29K -60 -2%
CIBC Asset Management
381
CIBC Asset Management
Ontario, Canada
$245K – – –
NIM
382
Northeast Investment Management
Massachusetts
$241K -$19.5K -272 -7%
PA
383
Profund Advisors
Maryland
$238K -$62.4K -872 -21%
Cambridge Investment Research Advisors
384
Cambridge Investment Research Advisors
Iowa
$237K +$237K +3,314 New
EFS
385
Essex Financial Services
Connecticut
$234K +$234K +3,256 New
CPIG
386
Chicago Partners Investment Group
Illinois
$233K +$75 +1 +0%
MOS
387
MGO One Seven
Ohio
$229K +$10K +140 +5%
PIM
388
Penobscot Investment Management
Massachusetts
$229K – – –
AWE
389
Avidian Wealth Enterprises
Texas
$229K – – –
PWM
390
Perigon Wealth Management
California
$226K +$1.5K +21 +0.7%
LFA
391
Legend Financial Advisors
Pennsylvania
$221K +$221K +3,092 New
HTHT
392
Hemenway Trust Hemenway Trust
New Hampshire
$216K -$70.3K -982 -25%
WTC
393
WhitTier Trust Company
Nevada
$215K – – –
P
394
&Partners
Tennessee
$215K +$215K +2,998 New
SI
395
Stephens Inc
Arkansas
$213K -$9.02K -126 -4%
Rafferty Asset Management
396
Rafferty Asset Management
New York
$213K +$213K +2,971 New
MC
397
Machina Capital
France
$210K +$210K +2,937 New
OIA
398
OneDigital Investment Advisors
Kansas
$209K +$209K +2,923 New
VBFP
399
Valtinson Bruner Financial Planning
Minnesota
$208K -$13.6K -190 -6%
FA
400
Faithward Advisors
Pennsylvania
$205K -$12.2K -171 -6%
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16
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