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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 %
Canada Life
101
Canada Life
Manitoba, Canada
$5.92M +$62.4K +957 +1%
Prudential Financial
102
Prudential Financial
New Jersey
$5.84M -$3.14M -48,049 -35%
Corient Private Wealth
103
Corient Private Wealth
Florida
$5.56M +$3.23M +49,383 +138%
SIC
104
SFE Investment Counsel
California
$5.52M +$17.1K +261 +0.3%
OTPPB
105
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.51M -$136K -2,077 -2%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$5.47M -$1.05M -16,054 -16%
AB
107
Amalgamated Bank
New York
$5.3M -$399K -6,110 -7%
Mariner
108
Mariner
Kansas
$5.24M +$261K +3,991 +5%
VanEck Associates
109
VanEck Associates
New York
$5.06M +$338K +5,176 +7%
CSS
110
Cubist Systematic Strategies
Connecticut
$5.05M +$1.87M +28,539 +58%
HIC
111
Harvey Investment Company
Kentucky
$4.9M -$1.07M -16,323 -18%
MOACM
112
Mutual of America Capital Management
New York
$4.88M -$276K -4,230 -5%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$4.86M -$2.28M -34,903 -32%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$4.83M +$67.2K +1,028 +1%
LPL Financial
115
LPL Financial
California
$4.74M +$181K +2,775 +4%
NC
116
Nicholas Company
Wisconsin
$4.7M +$614K +9,395 +15%
MIM
117
MetLife Investment Management
New Jersey
$4.58M -$94.3K -1,443 -2%
GAM
118
Gotham Asset Management
New York
$4.56M -$1.99M -30,393 -30%
AG
119
Algert Global
California
$4.45M -$3.18M -48,640 -42%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$4.27M +$346K +5,294 +9%
NSIM
121
North Star Investment Management
Illinois
$4.05M -$79.5K -1,216 -2%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$3.95M +$35.9K +550 +0.9%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$3.91M – – –
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.88M +$47.9K +733 +1%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$3.87M +$204K +3,122 +6%
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5
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