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Donaldson
DCI

Overview Fund Activity

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$220M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$101M
3
EIP
3
Epoch Investment Partners
New York
$74.6M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$92.6M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$104M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$51.8M
2
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$625M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$55.6M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$165M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$86M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFU
476
iSAM Funds (UK)
United Kingdom
– -$539K -9,032 Closed
OTL
477
Oak Thistle LLC
New York
– -$505K -8,464 Closed
DFCM
478
Dark Forest Capital Management
Puerto Rico
– -$429K -7,185 Closed
AC
479
AXQ Capital
New Jersey
– -$427K -7,167 Closed
SFI
480
Susquehanna Fundamental Investments
Pennsylvania
– -$412K -6,903 Closed
VF
481
Virtu Financial
New York
– -$288K -4,828 Closed
PP
482
Prudential plc
United Kingdom
– -$277K -4,637 Closed
HIC
483
Hartline Investment Corp
Illinois
– -$272K -4,556 Closed
XT
484
XTX Topco
Cayman Islands
– -$232K -3,888 Closed
TCA
485
Troluce Capital Advisors
Puerto Rico
– -$222K -3,720 Closed
CFA
486
CWS Financial Advisors
Michigan
– -$201K -3,378 Closed
MIA
487
Milestone Investment Advisors
Wisconsin
– -$174K -2,910 Closed
KI
488
Kapitalo Investimentos
Brazil
– -$65K -1,090 Closed
SN
489
Sittner & Nelson
Oregon
– -$40.3K -676 Closed
AWA
490
Artemis Wealth Advisors
New York
– -$38.3K -641 Closed
RTC
491
Riverview Trust Company
Washington
– -$36.7K -616 Closed
HT
492
Headlands Technologies
Illinois
– -$11.6K -195 Closed
HNB
493
Huntington National Bank
Ohio
– -$6.2K -104 Closed
HL
494
HeadInvest LLC
Maine
– -$5.97K -100 Closed
EARNEST Partners
495
EARNEST Partners
Georgia
– -$4.29K -72 Closed
AF
496
Allworth Financial
California
– -$3.22K -54 Closed
SWM
497
Spire Wealth Management
Virginia
– -$1.43K -24 Closed
CWP
498
Concord Wealth Partners
Virginia
– -$1.01K -17 Closed
FAM
499
Fred Alger Management
New York
– -$60 -1 Closed
16 17 18 19
20