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Donaldson
DCI

Overview Fund Activity

513 hedge funds and large institutions have $7.31B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+13
Holders Change %
+2.6%
% of All Funds
7.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
185
Reduced
178
Closed
40
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M

Top Buyers

1
CAM
1
Close Asset Management
United Kingdom
$72.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$32.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$28.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$22.4M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$14.3M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$105M
2
BlackRock
2
BlackRock
New York
$773M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$115M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
476
Adirondack Trust Company
New York
$6.51K – – –
PWMG
477
Private Wealth Management Group
New Jersey
$6.44K – – –
CFD
478
Creative Financial Designs
Indiana
$6.08K – – –
CAL
479
Capital Advisors Ltd
Ohio
$6K +$2.66K +39 +80%
UB
480
UMB Bank
Missouri
$5.44K +$2.93K +41 +117%
S
481
Sachetta
Massachusetts
$5.26K +$1.2K +16 +30%
LFA
482
LGT Financial Advisors
Texas
$5.22K – – –
SWM
483
Sugarloaf Wealth Management
Georgia
$4.87K – – –
FNWA
484
Financial Network Wealth Advisors
Utah
$3.72K +$3.72K +52 New
AssetMark Inc
485
AssetMark Inc
California
$3.58K +$3.58K +50 New
AS
486
Altshuler Shaham
Israel
$3.51K -$143 -2 -4%
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$3.51K – – –
CWP
488
Concord Wealth Partners
Virginia
$3.08K – – –
AF
489
Allworth Financial
California
$3.05K +$3.05K +42 New
CAL
490
Capital Analysts LLC
Pennsylvania
$3K – – –
FGA
491
Fortis Group Advisors
New Jersey
$2.43K – – –
TWP
492
Triad Wealth Partners
Kansas
$2.43K +$2.43K +34 New
AFWM
493
Abich Financial Wealth Management
Virginia
$2.22K -$286 -4 -11%
SIC
494
SJS Investment Consulting
Ohio
$2.15K – – –
HNB
495
Huntington National Bank
Ohio
$1.86K +$1.86K +26 New
BCMLT
496
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.58K – – –
VWA
497
Valued Wealth Advisors
Utah
$1.58K +$143 +2 +10%
DPW
498
DiNuzzo Private Wealth
Pennsylvania
$1.58K +$215 +3 +16%
FP
499
Financial Perspectives
Minnesota
$1.57K – – –
BIA
500
Bell Investment Advisors
California
$1.5K – – –
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