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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 %
AA
101
ALPS Advisors
Colorado
$4.9M -$1.49M -25,065 -23%
MOACM
102
Mutual of America Capital Management
New York
$4.7M -$546K -9,156 -10%
Barclays
103
Barclays
United Kingdom
$4.65M -$1.78M -29,850 -28%
Mariner
104
Mariner
Kansas
$4.54M -$28.5K -478 -0.6%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$4.35M -$56.4K -945 -1%
VanEck Associates
106
VanEck Associates
New York
$4.31M +$945K +15,848 +28%
MIM
107
MetLife Investment Management
New Jersey
$4.27M -$191K -3,195 -4%
Man Group
108
Man Group
United Kingdom
$4.18M -$2.33M -37,215 Closed
LPL Financial
109
LPL Financial
California
$4.16M +$491K +8,237 +13%
Tudor Investment Corp
110
Tudor Investment Corp
Connecticut
$4.02M -$2.32M -38,953 -37%
Arrowstreet Capital
111
Arrowstreet Capital
Massachusetts
$3.99M -$1.77M -29,729 -31%
NSIM
112
North Star Investment Management
Illinois
$3.76M – – –
NC
113
Nicholas Company
Wisconsin
$3.73M +$1.52M +25,440 +69%
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$3.59M +$276K +4,626 +8%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$3.58M +$17.2K +289 +0.5%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$3.57M -$990K -16,603 -22%
Comerica Bank
117
Comerica Bank
Texas
$3.56M +$1.99M +33,450 +128%
MGWM
118
Marks Group Wealth Management
Minnesota
$3.51M – – –
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.5M -$315K -5,274 -8%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$3.48M +$281K +4,704 +9%
YCM
121
Yousif Capital Management
Michigan
$3.47M -$194K -3,245 -5%
TAM
122
Tocqueville Asset Management
New York
$3.41M -$783K -13,124 -19%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$3.34M +$162K +2,720 +5%
AIP
124
Ameritas Investment Partners
Nebraska
$3.21M -$185K -3,106 -5%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$3.2M +$645K +10,820 +25%
3 4
5
6 7