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Donaldson
DCI

Overview Fund Activity

423 hedge funds and large institutions have $5.86B invested in Donaldson in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+20
Holders Change %
+4.96%
% of All Funds
6.53%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
71
Increased
137
Reduced
142
Closed
44
Calls
$497K
Puts
$1.47M
Net Calls
-$970K
Net Calls Change
+$9K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$60.9M
2
Millennium Management
Millennium Management
New York
+$36.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$33.4M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$28.1M
5
State Street
State Street
Massachusetts
+$24.3M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
-$134M
2
Wells Fargo
Wells Fargo
California
-$128M
3
AAM
Ardevora Asset Management
United Kingdom
-$54.7M
4
UBS AM
UBS AM
Illinois
-$44.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
401
Manchester Capital Management
Vermont
$3K – – –
CWS
402
Confluence Wealth Services
Pennsylvania
$3K +$3K +63 New
VCM
403
Versant Capital Management
Arizona
$2K – – –
CWC
404
Carolinas Wealth Consulting
North Carolina
$2K +$385 +5 +24%
JWA
405
JFS Wealth Advisors
Pennsylvania
$2K +$2K +27 New
PWMG
406
Prestige Wealth Management Group
New Jersey
$2K +$1.7K +34 +567%
MSFP
407
Mark Sheptoff Financial Planning
Connecticut
$2K +$2K +38 New
FP
408
Financial Perspectives
Minnesota
$1.3K – – –
LIM
409
Longfellow Investment Management
Massachusetts
$1K – – –
CFD
410
Creative Financial Designs
Indiana
$1K – – –
NFG
411
Next Financial Group
Texas
$1K – – –
UFF
412
USA Financial Formulas
Michigan
$1K – – –
TFM
413
TFC Financial Management
Massachusetts
$1K – – –
GWS
414
Glassman Wealth Services
Virginia
$1K +$867 +13 +650%
SC
415
Schubert & Co
Texas
$1K +$1K +15 New
AFG
416
Albion Financial Group
Utah
$1K +$1K +18 New
FAG
417
Fortitude Advisory Group
Washington
$1K +$1K +22 New
ACM
418
AUA Capital Management
Pennsylvania
$1K +$1K +23 New
VRS
419
Virginia Retirement Systems
Virginia
$924 +$190 +3,200 +26%
SWA
420
Sutton Wealth Advisors
Florida
$830 +$830 +14 New
TPCW
421
TD Private Client Wealth
New York
$415 – – –
RTC
422
Riverview Trust Company
Washington
$37 – – –
ACM
423
Atlanta Capital Management
Georgia
– -$134M -2,326,610 Closed
AAM
424
Ardevora Asset Management
United Kingdom
– -$54.7M -953,050 Closed
Axa
425
Axa
France
– -$10.8M -187,562 Closed
15 16
17
18 19