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Donaldson
DCI

Overview Fund Activity

386 hedge funds and large institutions have $4.9B invested in Donaldson in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
134
Reduced
127
Closed
36
Calls
$803K
Puts
$705K
Net Calls
+$98K
Net Calls Change
+$104K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$111M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.3M
4
American Century Companies
4
American Century Companies
Missouri
$49.9M
5
State Street
5
State Street
Massachusetts
$338M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$136M
2
Millennium Management
2
Millennium Management
New York
$4.31M
3
BlackRock
3
BlackRock
New York
$522M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$75.7M
5
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMRF
151
Illinois Municipal Retirement Fund
Illinois
$1.28M – – –
RBC
152
Romano Brothers & Co
Illinois
$1.26M +$1.26M +25,525 New
Allianz Asset Management
153
Allianz Asset Management
Germany
$1.25M -$383K -7,812 -24%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$1.24M +$287K +5,743 +30%
ASN
155
Advisory Services Network
Georgia
$1.22M +$56.2K +1,146 +5%
PCM
156
Palisade Capital Management
New Jersey
$1.15M +$56.3K +1,148 +5%
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$1.12M -$384K -7,830 -25%
BCWM
158
Bartlett & Co Wealth Management
Ohio
$1.12M -$4.51K -92 -0.4%
BC
159
Bartlett & Co
Ohio
$1.12M -$4.51K -92 -0.4%
APG Asset Management
160
APG Asset Management
Netherlands
$1.09M -$480K -9,600 -31%
URS
161
Utah Retirement Systems
Utah
$1.08M – – –
Lido Advisors
162
Lido Advisors
California
$1.07M +$852K +17,395 +401%
Assenagon Asset Management
163
Assenagon Asset Management
Luxembourg
$1.05M +$1.05M +21,455 New
FAM
164
Formidable Asset Management
Ohio
$1.03M – – –
WIC
165
Willis Investment Counsel
Georgia
$1.02M -$848K -17,294 -45%
M&T Bank
166
M&T Bank
New York
$1.01M -$38.5K -787 -4%
ANTB
167
AMG National Trust Bank
Colorado
$1M +$8.63K +176 +0.9%
PFO
168
Pathstone Family Office
New Jersey
$968K +$511K +10,418 +112%
NMERB
169
New Mexico Educational Retirement Board
New Mexico
$951K – – –
JPMPWA
170
J.P. Morgan Private Wealth Advisors
California
$951K +$65K +1,326 +7%
TRSOTSOK
171
Teachers Retirement System of the State of Kentucky
Kentucky
$950K +$950K +19,398 New
Federated Hermes
172
Federated Hermes
Pennsylvania
$946K -$63.7K -1,300 -6%
IIA
173
ICW Investment Advisors
Arizona
$946K +$5.39K +110 +0.6%
MFG
174
MidWestOne Financial Group
Iowa
$923K – – –
Nomura Asset Management
175
Nomura Asset Management
Japan
$919K +$190K +3,872 +26%
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7
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