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Donaldson
DCI

Overview Fund Activity

500 hedge funds and large institutions have $7.72B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 181 reducing their positions, and 31 closing their positions.

Holders
500
Holders Change
+32
Holders Change %
+6.84%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
66
Increased
157
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M

Top Buyers

1
CAM
1
Close Asset Management
United Kingdom
$39.1M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$143M
3
ERIM
3
Eagle Ridge Investment Management
Connecticut
$25.4M
4
BlackRock
4
BlackRock
New York
$843M
5
American Century Companies
5
American Century Companies
Missouri
$121M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.6M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.05M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$73.6M
4
Millennium Management
4
Millennium Management
New York
$30.5M
5
MPI
5
Mairs & Power Inc
Minnesota
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
Impax Asset Management Group
26
Impax Asset Management Group
United Kingdom
$58.6M 793,294 -65,656 -8%
Charles Schwab
27
Charles Schwab
California
$56.6M 757,730 +3,083 +0.4%
GCM
28
Geneva Capital Management
Wisconsin
$53.9M 722,389 -6,101 -0.8%
GF
29
Gabelli Funds
New York
$53M 709,250 -14,650 -2%
MPIA
30
Mountain Pacific Investment Advisers
Idaho
$50.3M 672,913 -8,987 -1%
AQR Capital Management
31
AQR Capital Management
Connecticut
$47.4M 636,757 +12,911 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$46.7M 625,316 -24,306 -4%
UBS Group
33
UBS Group
Switzerland
$45.5M 609,107 +226,337 +59%
Wells Fargo
34
Wells Fargo
California
$42M 562,434 -229,965 -29%
CAM
35
Close Asset Management
United Kingdom
$39.1M 523,880 +397,380 +314%
MTC
36
McDaniel Terry & Co
Texas
$37.6M 503,690 -5,292 -1%
ProShare Advisors
37
ProShare Advisors
Maryland
$34.8M 466,162 -40,732 -8%
Citadel Advisors
38
Citadel Advisors
Florida
$32.7M 437,764 +217,480 +99%
GI
39
GAMCO Investors
Connecticut
$31M 415,056 +3,100 +0.8%
Millennium Management
40
Millennium Management
New York
$30.5M 409,003 -296,450 -42%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$30.1M 402,621 +52,970 +15%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$29.3M 392,575 -18,298 -4%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$28.4M 380,911 -31,395 -8%
EAM
44
Eagle Asset Management
Florida
$27.5M 371,475 +209,129 +129%
Bank of America
45
Bank of America
North Carolina
$26.1M 349,880 +118,276 +51%
ERIM
46
Eagle Ridge Investment Management
Connecticut
$25.4M 339,456 +339,456 New
CIM
47
Confluence Investment Management
Missouri
$25M 335,000 -5,822 -2%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$23.9M 319,516 -65,516 -17%
US Bancorp
49
US Bancorp
Minnesota
$23.8M 318,900 -79,253 -20%
SIM
50
Sprucegrove Investment Management
Ontario, Canada
$22.7M 303,731 +158,600 +109%
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