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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$51.8M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$625M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$55.6M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$165M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$3.86M -$39.9K -611 -1%
MGWM
127
Marks Group Wealth Management
Minnesota
$3.84M – – –
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$3.81M – – –
YCM
129
Yousif Capital Management
Michigan
$3.79M -$12.6K -193 -0.3%
TAM
130
Tocqueville Asset Management
New York
$3.78M +$38K +581 +1%
JIM
131
Jensen Investment Management
Oregon
$3.71M +$961K +14,700 +35%
ECM
132
ExodusPoint Capital Management
New York
$3.68M +$457K +6,994 +14%
AIP
133
Ameritas Investment Partners
Nebraska
$3.64M +$124K +1,900 +4%
RCM
134
Radnor Capital Management
Pennsylvania
$3.62M +$261K +4,000 +8%
PI
135
PineBridge Investments
New York
$3.61M +$3.61M +55,315 New
RCP
136
Rothschild Capital Partners
New York
$3.55M +$673K +10,300 +23%
H
137
HoyleCohen
California
$3.42M – – –
CB
138
Commerce Bank
Missouri
$3.33M -$89.5K -1,370 -3%
FFN
139
Focus Financial Network
Minnesota
$3.23M +$983K +15,035 +44%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$3.22M -$293K -4,490 -8%
PI
141
Putnam Investments
Massachusetts
$3.19M +$3.19M +48,825 New
SIA
142
Sit Investment Associates
Minnesota
$3.14M +$24.5K +375 +0.8%
AM
143
AGF Management
Ontario, Canada
$3.07M -$157K -2,402 -5%
SBH
144
Segall Bryant & Hamill
Illinois
$3.01M -$4.61M -70,586 -61%
PCM
145
Palisade Capital Management
New Jersey
$2.92M +$55.4K +847 +2%
Neuberger Berman Group
146
Neuberger Berman Group
New York
$2.87M -$166K -2,536 -5%
BG
147
Bahl & Gaynor
Ohio
$2.83M -$1.63K -25 -0.1%
Brown Advisory
148
Brown Advisory
Maryland
$2.82M -$101K -1,539 -3%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$2.71M – – –
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$2.58M -$124K -1,900 -5%
4 5
6
7 8