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Donaldson
DCI

Overview Fund Activity

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M

Top Buyers

1
SI
1
Scharf Investments
California
$61.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$147M
3
CC
3
Capital Counsel
New York
$44.2M
4
BlackRock
4
BlackRock
New York
$762M
5
FMI
5
Fiduciary Management Inc
Wisconsin
$149M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$10.9M
2
Millennium Management
2
Millennium Management
New York
$2.85M
3
JAM
3
Jupiter Asset Management
United Kingdom
$11.4M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
TI
5
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
501
Valued Wealth Advisors
Utah
$1.89K +$404 +6 +27%
BBHC
502
Brown Brothers Harriman & Co
New York
$1.75K – – –
BCMLT
503
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.49K -$4.26K -63 -74%
DPW
504
DiNuzzo Private Wealth
Pennsylvania
$1.48K – – –
FP
505
Financial Perspectives
Minnesota
$1.48K – – –
BIA
506
Bell Investment Advisors
California
$1.42K – – –
CA
507
Clearstead Advisors
Ohio
$1.35K -$6.06K -90 -82%
TFA
508
Toth Financial Advisory
Virginia
$1.35K – – –
SIC
509
SJS Investment Consulting
Ohio
$1.28K -$741 -11 -37%
AWM
510
Avior Wealth Management
Nebraska
$1.21K +$539 +8 +80%
HI
511
Horizon Investments
North Carolina
$1.08K – – –
KFGG
512
Keystone Financial Group (Georgia)
Georgia
$1.01K +$1.01K +15 New
OSNBOA
513
Old Second National Bank of Aurora
Illinois
$943 +$943 +14 New
MCM
514
MAI Capital Management
Ohio
$943 +$943 +14 New
CSWM
515
Cassady Schiller Wealth Management
Ohio
$876 +$876 +13 New
LIM
516
Longfellow Investment Management
Massachusetts
$674 – – –
WA
517
WPG Advisers
Maryland
$674 +$674 +10 New
BGAI
518
Bruce G. Allen Investments
Colorado
$606 – – –
MAS
519
MPWM Advisory Solutions
Georgia
$539 +$539 +8 New
S
520
Sachetta
Massachusetts
$472 – – –
GFPC
521
Global Financial Private Client
Florida
$337 +$337 +5 New
PWM
522
Parkworth Wealth Management
California
$269 +$269 +4 New
PA
523
PSI Advisors
Florida
$135 – – –
CSS
524
Cubist Systematic Strategies
Connecticut
– -$14.6M -197,583 Closed
TI
525
Trexquant Investment
Connecticut
– -$12.5M -170,015 Closed
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