DCI icon

Donaldson
DCI

Overview Fund Activity

455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
139
Reduced
180
Closed
42
Calls
$1.53M
Puts
$1.09M
Net Calls
+$438K
Net Calls Change
-$130K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$91.3M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$44.8M
3
JAM
Jupiter Asset Management
United Kingdom
$23.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$26.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$28.4M

Top Sellers

1
State Street
State Street
Massachusetts
$335M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.25M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$201M
4
Citadel Advisors
Citadel Advisors
Florida
$5.96M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$2.21M +$194K +3,100 +10%
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$2.19M -$31.3K -500 -1%
IMRF
153
Illinois Municipal Retirement Fund
Illinois
$2.16M – – –
Russell Investments Group
154
Russell Investments Group
United Kingdom
$2.15M -$1.02M -16,264 -32%
Citigroup
155
Citigroup
New York
$2.15M +$775K +12,401 +56%
PCM
156
Palisade Capital Management
New Jersey
$2.15M +$337K +5,399 +19%
ESCM
157
Echo Street Capital Management
New York
$2.14M +$2.14M +34,250 New
BFG
158
Berger Financial Group
Minnesota
$2.14M -$18.7K -299 -0.9%
ASRS
159
Arizona State Retirement System
Arizona
$2.13M -$88.7K -1,419 -4%
GWWM
160
Great Waters Wealth Management
Minnesota
$2.11M -$62.4K -999 -3%
MCM
161
Monument Capital Management
Virginia
$2.09M +$48.7K +779 +2%
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$2.07M -$263K -4,202 -11%
EGM
163
Engineers Gate Manager
New York
$2.04M +$973K +15,568 +91%
Corient Private Wealth
164
Corient Private Wealth
Florida
$2M -$177K -2,833 -8%
BCI
165
Brinker Capital Investments
Pennsylvania
$1.97M -$119K -1,900 -6%
OPS
166
Orion Portfolio Solutions
Nebraska
$1.97M -$119K -1,900 -6%
SOMRS
167
State of Michigan Retirement System
Michigan
$1.87M -$56.3K -900 -3%
GIA
168
GHP Investment Advisors
Colorado
$1.81M +$511K +8,200 +39%
PAG
169
Private Advisor Group
New Jersey
$1.76M +$8.94K +143 +0.5%
VFA
170
Values First Advisors
Tennessee
$1.76M -$513K -8,210 -23%
GC
171
Guggenheim Capital
Illinois
$1.72M +$199K +3,182 +13%
ACM
172
Advisors Capital Management
New Jersey
$1.7M +$19.4K +310 +1%
NMIMC
173
Northwestern Mutual Investment Management Company
Wisconsin
$1.68M -$2.88K -46 -0.2%
DIA
174
Dean Investment Associates
Ohio
$1.68M -$76.1K -1,218 -4%
DFCM
175
Dark Forest Capital Management
Puerto Rico
$1.67M +$708K +11,324 +73%
5 6
7
8 9