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Donaldson
DCI

Overview Fund Activity

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$182M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$56.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
State Street
4
State Street
Massachusetts
$337M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$58.6M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$162M
2
MPI
2
Mairs & Power Inc
Minnesota
$116M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$79.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.82M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$15.9M +$137K +2,300 +0.9%
Legal & General Group
52
Legal & General Group
United Kingdom
$15.3M -$494K -8,289 -3%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$15.1M +$108K +1,805 +0.7%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$13.9M -$1.99M -33,362 -13%
UBS AM
55
UBS AM
Illinois
$13.3M -$659K -11,049 -5%
UBS Group
56
UBS Group
Switzerland
$12.4M -$108K -1,810 -0.9%
Goldman Sachs
57
Goldman Sachs
New York
$12.4M +$954K +15,989 +8%
CS
58
Credit Suisse
Switzerland
$12.2M +$40.5K +679 +0.3%
GKIM
59
GW&K Investment Management
Massachusetts
$11.6M +$2.11M +35,395 +22%
Bank of America
60
Bank of America
North Carolina
$11.3M +$321K +5,374 +3%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$10.9M +$859K +14,400 +9%
AllianceBernstein
62
AllianceBernstein
Tennessee
$10.9M -$194K -3,252 -2%
RJA
63
Raymond James & Associates
Florida
$10.7M +$34.2K +573 +0.3%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10.3M -$561K -9,409 -5%
AIG
65
American International Group
New York
$10.2M -$724K -12,142 -7%
PA
66
Parallel Advisors
California
$9.87M +$4.71K +79 +0%
DekaBank Deutsche Girozentrale
67
DekaBank Deutsche Girozentrale
Germany
$9.86M +$4.53M +76,482 +85%
SEI Investments
68
SEI Investments
Pennsylvania
$9.39M -$1.01M -17,016 -10%
WPC
69
Waters Parkerson & Co
Louisiana
$9.25M -$56.7K -950 -0.6%
Stifel Financial
70
Stifel Financial
Missouri
$9.02M +$57.7K +967 +0.6%
PAM
71
PineStone Asset Management
Quebec, Canada
$8.73M +$8.73M +146,400 New
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$8.61M -$41.7K -700 -0.5%
SIM
73
Sprucegrove Investment Management
Ontario, Canada
$8.53M -$218K -3,650 -2%
Prudential Financial
74
Prudential Financial
New Jersey
$8.2M +$3.41M +57,133 +71%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$8.19M +$10.7K +180 +0.1%
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