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Donaldson
DCI

Overview Fund Activity

400 hedge funds and large institutions have $6.4B invested in Donaldson in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-6
Holders Change %
-1.48%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
119
Reduced
155
Closed
40
Calls
$4.29M
Puts
$1.68M
Net Calls
+$2.61M
Net Calls Change
+$1.96M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$77.6M
2
State Street
State Street
Massachusetts
$337M
3
SCA
Southpoint Capital Advisors
New York
$25.4M
4
Wells Fargo
Wells Fargo
California
$178M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$115M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.98M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$0
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$92.9M
4
Goldman Sachs
Goldman Sachs
New York
$27.5M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$529K
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.67M -$3.75K -59 -0.1%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$2.63M -$11.5K -181 -0.4%
Stifel Financial
128
Stifel Financial
Missouri
$2.59M -$24.8K -391 -0.9%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$2.57M -$121K -1,901 -4%
RFC
130
Regions Financial Corp
Alabama
$2.46M +$256K +4,029 +12%
M&T Bank
131
M&T Bank
New York
$2.34M +$477K +7,501 +26%
William Blair Investment Management
132
William Blair Investment Management
Illinois
$2.34M – – –
OSIA
133
O'Shares Investment Advisers
Massachusetts
$2.28M +$283K +4,459 +14%
GC
134
Guggenheim Capital
Illinois
$2.27M +$1.09M +17,232 +93%
BFG
135
Berger Financial Group
Minnesota
$2.23M +$18.2K +286 +0.8%
VanEck Associates
136
VanEck Associates
New York
$2.23M +$529K +8,323 +31%
ASRS
137
Arizona State Retirement System
Arizona
$2.18M -$157K -2,479 -7%
VFA
138
Values First Advisors
Tennessee
$2.15M +$337K +5,310 +19%
BA
139
Bridgewater Associates
Connecticut
$2.15M +$2.15M +33,829 New
Neuberger Berman Group
140
Neuberger Berman Group
New York
$2.14M -$153K -2,422 -7%
SEI Investments
141
SEI Investments
Pennsylvania
$2.14M -$445K -6,867 -17%
BAM
142
Barrett Asset Management
New York
$2.13M – – –
HighTower Advisors
143
HighTower Advisors
Illinois
$2.13M -$76.6K -1,205 -3%
HSBC Holdings
144
HSBC Holdings
United Kingdom
$2.11M +$292K +4,606 +16%
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$2.08M -$6.35K -100 -0.3%
Natixis Advisors
146
Natixis Advisors
Massachusetts
$2.07M +$201K +3,157 +11%
DIA
147
Dean Investment Associates
Ohio
$2.03M -$188K -2,961 -8%
SOMRS
148
State of Michigan Retirement System
Michigan
$2.02M -$947K -14,900 -32%
HBT
149
Hills Bank & Trust
Iowa
$2.01M -$45.4K -715 -2%
Citigroup
150
Citigroup
New York
$2M +$10.2K +161 +0.5%
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