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

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$105M
2
BlackRock
BlackRock
New York
$773M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$115M
4
APG Asset Management
APG Asset Management
Netherlands
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
501
TFC Financial Management
Massachusetts
$1.44K – – –
TFA
502
Toth Financial Advisory
Virginia
$1.43K – – –
GJWM
503
Gilliland Jeter Wealth Management
Arkansas
$1.43K – – –
HI
504
Horizon Investments
North Carolina
$1.15K – – –
IFAM
505
Institutional & Family Asset Management
Colorado
$1.07K – – –
LIM
506
Longfellow Investment Management
Massachusetts
$716 – – –
AWM
507
Avior Wealth Management
Nebraska
$715 -$37.7K -527 -98%
BGAI
508
Bruce G. Allen Investments
Colorado
$644 – – –
BF
509
BOK Financial
Oklahoma
$286 – – –
LFG
510
Larson Financial Group
Missouri
$286 +$286 +4 New
PA
511
PSI Advisors
Florida
$143 – – –
LIA
512
Lynx Investment Advisory
District of Columbia
$143 +$143 +2 New
APG Asset Management
513
APG Asset Management
Netherlands
– -$18.7M -269,800 Closed
AIG
514
American International Group
New York
– -$11.9M -159,457 Closed
RCM
515
Radnor Capital Management
Pennsylvania
– -$4.14M -55,420 Closed
Holocene Advisors
516
Holocene Advisors
New York
– -$2.79M -37,424 Closed
Point72 Asset Management
517
Point72 Asset Management
Connecticut
– -$2.65M -35,500 Closed
SBH
518
Segall Bryant & Hamill
Illinois
– -$1.53M -20,423 Closed
BCV
519
Banque Cantonale Vaudoise
Switzerland
– -$927K -12,416 Closed
AG
520
AIA Group
Hong Kong
– -$884K -11,842 Closed
GT
521
Glenmede Trust
Pennsylvania
– -$755K -10,106 Closed
JFG
522
Jefferies Financial Group
New York
– -$691K -9,258 Closed
AC
523
AXQ Capital
New Jersey
– -$687K -9,200 Closed
SEC
524
Seven Eight Capital
New York
– -$615K -8,234 Closed
OQS
525
Occudo Quantitative Strategies
Florida
– -$537K -7,191 Closed
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