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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 %
EARNEST Partners
426
EARNEST Partners
Georgia
$4.5K – – –
AF
427
Allworth Financial
California
$4.44K -$3.06K -49 -41%
SWM
428
Sugarloaf Wealth Management
Georgia
$4.25K – – –
BFEC
429
Benjamin F. Edwards & Company
Missouri
$4K – – –
FDCC
430
Foster Dykema Cabot & Co
Massachusetts
$4K +$4K +66 New
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$3.44K – – –
BWM
432
Baystate Wealth Management
Massachusetts
$3.01K – – –
BTI
433
Blue Trust Inc
Georgia
$3K -$28.6K -487 -91%
CAL
434
Capital Advisors Ltd
Ohio
$3K – – –
BAAM
435
Baker Avenue Asset Management
California
$2.81K +$2.81K +45 New
GRP
436
Global Retirement Partners
California
$2.38K – – –
VCM
437
Versant Capital Management
Arizona
$2.25K – – –
MRCM
438
M&R Capital Management
New Jersey
$2.06K – – –
BIA
439
Bell Investment Advisors
California
$1.94K -$500 -8 -21%
SIC
440
SJS Investment Consulting
Ohio
$1.75K -$250 -4 -13%
DI
441
Disciplined Investments
Oklahoma
$1.38K -$125 -2 -8%
FP
442
Financial Perspectives
Minnesota
$1.38K – – –
CFD
443
Creative Financial Designs
Indiana
$1.31K – – –
GWS
444
Glassman Wealth Services
Virginia
$1.31K – – –
FCAG
445
First Capital Advisors Group
New Jersey
$1.31K +$1.31K +21 New
TFM
446
TFC Financial Management
Massachusetts
$1.26K – – –
FGAM
447
Financial Gravity Asset Management
Texas
$1.23K +$1.23K +63 New
FFA
448
Farther Finance Advisors
California
$1.19K +$625 +10 +111%
CWP
449
Concord Wealth Partners
Virginia
$1.06K – – –
AW
450
Avion Wealth
Texas
$1K +$1K +16 New
16 17
18
19 20