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Donaldson
DCI

Overview Fund Activity

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$220M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$101M
3
EIP
3
Epoch Investment Partners
New York
$74.6M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$92.6M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$104M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$51.8M
2
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$625M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$55.6M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$165M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$10.1M +$207K +3,165 +2%
SEI Investments
77
SEI Investments
Pennsylvania
$9.95M -$338K -5,178 -3%
WPC
78
Waters Parkerson & Co
Louisiana
$9.91M -$219K -3,350 -2%
SIM
79
Sprucegrove Investment Management
Ontario, Canada
$9.48M +$137K +2,100 +1%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$9.26M -$170K -2,602 -2%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$8.97M -$2.29K -35 -0%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$8.37M -$437K -6,681 -5%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$8.37M -$82K -1,255 -1%
CAM
84
Close Asset Management
United Kingdom
$8.27M +$8.27M +126,500 New
Barclays
85
Barclays
United Kingdom
$8.09M +$2.99M +45,766 +59%
Voloridge Investment Management
86
Voloridge Investment Management
Florida
$8M +$6M +91,832 +301%
Renaissance Technologies
87
Renaissance Technologies
New York
$7.96M +$392K +6,000 +5%
SOADOR
88
State of Alaska Department of Revenue
Alaska
$7.92M -$89.5K -1,370 -1%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$6.95M +$6.95M +106,348 +163,612%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$6.82M +$728K +11,142 +12%
TPSF
91
Texas Permanent School Fund
Texas
$6.81M +$84K +1,286 +1%
PAM
92
Palisade Asset Management
Minnesota
$6.58M -$81.2K -1,243 -1%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.52M -$218K -3,333 -3%
CT
94
Cambridge Trust
Massachusetts
$6.34M +$33.3K +510 +0.5%
AA
95
ALPS Advisors
Colorado
$6.25M +$878K +13,440 +16%
Man Group
96
Man Group
United Kingdom
$6.21M +$6.21M +95,081 New
TI
97
Trexquant Investment
Connecticut
$6.21M +$3.06M +46,861 +97%
DWT
98
Dorsey & Whitney Trust
South Dakota
$6.06M -$350K -5,350 -5%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$6.01M +$563K +8,618 +10%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$6M -$125K -1,910 -2%
2 3
4
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