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Donaldson
DCI

Overview Fund Activity

401 hedge funds and large institutions have $5.11B invested in Donaldson in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-22
Holders Change %
-5.2%
% of All Funds
6.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
134
Reduced
149
Closed
62
Calls
$1.78M
Puts
$752K
Net Calls
+$1.02M
Net Calls Change
+$1.99M

Top Buyers

1
BlackRock
1
BlackRock
New York
$571M
2
State Street
2
State Street
Massachusetts
$309M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$69.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$40.7M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$194M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$40.9M
2
Millennium Management
2
Millennium Management
New York
$6.44M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$36.2M +$1.28M +24,636 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$34.7M +$1.33M +25,556 +4%
Wells Fargo
28
Wells Fargo
California
$33.3M -$671K -12,913 -2%
TAM
29
Tocqueville Asset Management
New York
$28.5M +$1.61M +31,022 +6%
US Bancorp
30
US Bancorp
Minnesota
$28.4M -$430K -8,273 -1%
MTC
31
McDaniel Terry & Co
Texas
$26.4M +$97.2K +1,871 +0.4%
EIP
32
Epoch Investment Partners
New York
$26.1M +$8.06M +155,182 +45%
Morgan Stanley
33
Morgan Stanley
New York
$25.2M +$278K +5,347 +1%
Invesco
34
Invesco
Georgia
$25M -$624K -12,015 -2%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$24.8M -$1.16M -21,975 -4%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$23.7M +$5.92M +114,091 +33%
GI
37
GAMCO Investors
Connecticut
$23.1M -$96.1K -1,850 -0.4%
RG
38
Renaissance Group
Kentucky
$22.9M +$888K +17,107 +4%
AQR Capital Management
39
AQR Capital Management
Connecticut
$21.8M +$2.99M +57,597 +16%
GF
40
Greenhouse Funds
Maryland
$21.2M -$3.58M -68,855 -14%
SIM
41
Sprucegrove Investment Management
Ontario, Canada
$21.1M -$1.94M -37,400 -8%
ProShare Advisors
42
ProShare Advisors
Maryland
$20.6M +$1.9M +36,634 +10%
EVM
43
Eaton Vance Management
Massachusetts
$19.2M +$2.52M +48,490 +15%
Goldman Sachs
44
Goldman Sachs
New York
$18.4M -$2.32M -44,704 -11%
SEI Investments
45
SEI Investments
Pennsylvania
$17.7M +$307K +5,899 +2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$17.6M -$15.6K -300 -0.1%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$17.4M +$8.99M +173,178 +107%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$17.1M -$1.95M -37,579 -10%
CIM
49
Confluence Investment Management
Missouri
$16.2M +$445K +8,570 +3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$15.2M +$826K +15,900 +6%
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