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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.

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

Top Sellers

1
Franklin Resources
Franklin Resources
California
$10.9M
2
Millennium Management
Millennium Management
New York
$2.85M
3
JAM
Jupiter Asset Management
United Kingdom
$11.4M
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
TI
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
51
Sprucegrove Investment Management
Ontario, Canada
$20.7M – – –
Ameriprise
52
Ameriprise
Minnesota
$20.6M +$3.44M +51,062 +20%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$19.6M -$871K -12,937 -4%
US Bancorp
54
US Bancorp
Minnesota
$18.1M -$240K -3,557 -1%
DS
55
Dudley & Shanley
Florida
$18.1M +$17.8M +263,600 +5,118%
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$18.1M -$150K -2,220 -0.8%
Swedbank
57
Swedbank
Sweden
$17.5M +$17.5M +259,400 New
Bank of America
58
Bank of America
North Carolina
$17M -$161K -2,396 -0.9%
AA
59
ALPS Advisors
Colorado
$16.6M +$2.47M +36,724 +18%
Legal & General Group
60
Legal & General Group
United Kingdom
$16M -$1.35M -19,974 -8%
Swiss National Bank
61
Swiss National Bank
Switzerland
$15.8M – – –
Goldman Sachs
62
Goldman Sachs
New York
$14.6M +$3.97M +58,959 +37%
GKIM
63
GW&K Investment Management
Massachusetts
$14.1M +$680K +10,100 +5%
Raymond James Financial
64
Raymond James Financial
Florida
$13.9M +$13.9M +205,873 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$13.7M +$3.59M +53,376 +36%
HA
66
Heartland Advisors
Wisconsin
$13.4M +$1.19M +17,680 +10%
PAM
67
PineStone Asset Management
Quebec, Canada
$13.3M – – –
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$13.3M -$1.86M -27,544 -12%
Stifel Financial
69
Stifel Financial
Missouri
$12.5M +$2.23M +33,156 +22%
Citadel Advisors
70
Citadel Advisors
Florida
$12.3M +$2.12M +31,445 +21%
WAM
71
Weiss Asset Management
Massachusetts
$12.3M +$12.3M +182,346 New
1832 Asset Management
72
1832 Asset Management
Ontario, Canada
$11.9M +$42.7K +634 +0.4%
Teacher Retirement System of Texas
73
Teacher Retirement System of Texas
Texas
$11.9M +$1.26M +18,764 +12%
JAM
74
Jupiter Asset Management
United Kingdom
$11.4M -$15M -223,120 -57%
AllianceBernstein
75
AllianceBernstein
Tennessee
$11.3M -$193K -2,866 -2%
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