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Donaldson
DCI

Overview Fund Activity

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$182M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$56.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
State Street
4
State Street
Massachusetts
$337M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$58.6M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$162M
2
MPI
2
Mairs & Power Inc
Minnesota
$116M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$79.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.82M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
451
Woodline Partners
California
– -$3.71M -59,310 Closed
PI
452
Putnam Investments
Massachusetts
– -$2.93M -46,895 Closed
AIMCA
453
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$2.41M -38,535 Closed
Balyasny Asset Management
454
Balyasny Asset Management
Illinois
– -$2.25M -35,988 Closed
ESCM
455
Echo Street Capital Management
New York
– -$2.14M -34,250 Closed
MCM
456
Monument Capital Management
Virginia
– -$2.09M -33,455 Closed
PP
457
PDT Partners
New York
– -$1.06M -17,027 Closed
E
458
Ergoteles
New York
– -$867K -13,867 Closed
NICM
459
Neo Ivy Capital Management
New York
– -$838K -13,407 Closed
I
460
InceptionR
California
– -$807K -12,906 Closed
BAMF
461
BI Asset Management Fondsmaeglerselskab
Denmark
– -$784K -12,549 Closed
FRM
462
Fox Run Management
Connecticut
– -$763K -12,210 Closed
JFG
463
Jefferies Financial Group
New York
– -$698K -11,166 Closed
Marshall Wace
464
Marshall Wace
United Kingdom
– -$694K -11,100 Closed
O
465
Ossiam
France
– -$638K -10,206 Closed
CCIA
466
Campbell & Co Investment Adviser
Maryland
– -$527K -8,433 Closed
Los Angeles Capital Management
467
Los Angeles Capital Management
California
– -$500K -8,006 Closed
PCM
468
Prelude Capital Management
New York
– -$458K -7,332 Closed
DT
469
Diversified Trust
Tennessee
– -$422K -6,747 Closed
OR
470
Olympiad Research
Connecticut
– -$412K -6,592 Closed
UB
471
UMB Bank
Missouri
– -$375K -6,000 Closed
TCM
472
Teza Capital Management
Illinois
– -$367K -5,864 Closed
EP
473
Edgestream Partners
New Jersey
– -$329K -5,257 Closed
MM
474
MQS Management
New York
– -$307K -4,910 Closed
HWM
475
HB Wealth Management
Georgia
– -$297K -4,754 Closed
16 17 18
19
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