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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
Close Asset Management
United Kingdom
$72.3M
2
Prudential Financial
Prudential Financial
New Jersey
$32.5M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$28.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$22.4M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$14.3M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$105M
2
BlackRock
BlackRock
New York
$773M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$115M
4
APG Asset Management
APG Asset Management
Netherlands
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
401
B. Riley Wealth Advisors
Florida
$202K +$202K +2,821 New
KBC Group
402
KBC Group
Belgium
$198K +$21K +293 +12%
JWM
403
Janiczek Wealth Management
Colorado
$195K +$12.5K +174 +7%
CI Investments Inc
404
CI Investments Inc
Ontario, Canada
$190K -$1.07K -15 -0.6%
BTI
405
Blue Trust Inc
Georgia
$170K +$54.5K +730 +47%
NCM
406
Northwest Capital Management
Oregon
$164K – – –
Bessemer Group
407
Bessemer Group
New Jersey
$158K +$148K +2,065 +1,465%
WT
408
Whittier Trust
California
$153K -$1.5K -21 -1%
PS
409
Principal Securities
Iowa
$144K +$4.44K +62 +3%
TPCW
410
TD Private Client Wealth
New York
$137K -$6.15K -86 -4%
Jones Financial Companies
411
Jones Financial Companies
Missouri
$136K +$125K +1,744 +1,132%
PAM
412
Paradigm Asset Management
New York
$129K +$129K +1,800 New
BSB
413
Bangor Savings Bank
Maine
$118K – – –
QL
414
Quarry LP
New York
$118K +$75.1K +1,049 +175%
IA
415
IFP Advisors
Florida
$115K – – –
NL
416
NKCFO LLC
Illinois
$111K +$111K +1,545 New
PAS
417
Point72 Asia (Singapore)
Singapore
$107K +$107K +1,495 New
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$90.8K +$59K +825 +186%
UFF
419
USA Financial Formulas
Michigan
$89.1K -$28.4K -397 -24%
C
420
Covestor
United Kingdom
$88K -$38.6K -539 -31%
S
421
SignatureFD
Georgia
$83.9K +$1.15K +16 +1%
MCM
422
Manchester Capital Management
Vermont
$75.2K -$215 -3 -0.3%
Simplex Trading
423
Simplex Trading
Illinois
$75K +$75K +1,059 New
HT
424
Headlands Technologies
Illinois
$72.3K +$49.8K +696 +221%
Fifth Third Bancorp
425
Fifth Third Bancorp
Ohio
$72.2K +$6.51K +91 +10%
15 16
17
18 19