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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.

Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.18%
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 %
Invesco
26
Invesco
Georgia
$48.3M +$6.78M +113,624 +16%
Charles Schwab
27
Charles Schwab
California
$44.1M +$462K +7,751 +1%
GF
28
Gabelli Funds
New York
$44M -$245K -4,100 -0.6%
GCM
29
Geneva Capital Management
Wisconsin
$43.6M +$163K +2,738 +0.4%
AQR Capital Management
30
AQR Capital Management
Connecticut
$41.6M +$5.69M +95,423 +16%
MPIA
31
Mountain Pacific Investment Advisers
Idaho
$40.9M -$433K -7,260 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$37.9M +$162K +2,720 +0.4%
EIP
33
Epoch Investment Partners
New York
$35.6M -$2.23M -37,355 -6%
Millennium Management
34
Millennium Management
New York
$34.7M +$9.73M +163,081 +39%
ProShare Advisors
35
ProShare Advisors
Maryland
$33.7M +$3.18M +53,253 +10%
MTC
36
McDaniel Terry & Co
Texas
$30.3M +$345K +5,786 +1%
US Bancorp
37
US Bancorp
Minnesota
$29.4M -$29.9K -501 -0.1%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$29.4M -$2.37M -39,731 -7%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$26.9M -$1.98M -33,262 -7%
GI
40
GAMCO Investors
Connecticut
$24.8M -$42.9K -720 -0.2%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$24.2M -$218K -3,661 -0.9%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$23.1M +$20.8M +349,188 +935%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$22.4M -$4.68M -78,416 -17%
CIM
44
Confluence Investment Management
Missouri
$20.4M -$11.4K -191 -0.1%
JAM
45
Jupiter Asset Management
United Kingdom
$19.2M -$3.6M -60,359 -16%
Ameriprise
46
Ameriprise
Minnesota
$19.2M -$597K -10,017 -3%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$18.7M – – –
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$18.4M -$6.79M -113,991 -27%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$17.7M -$437K -7,328 -2%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$17M -$2.23M -37,425 -12%
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