DCI icon

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 %
CF
151
Covea Finance
France
$2.55M – – –
AG
152
AIA Group
Hong Kong
$2.49M +$1.79M +27,393 +255%
Macquarie Group
153
Macquarie Group
Australia
$2.43M -$163K -2,492 -6%
Robeco Institutional Asset Management
154
Robeco Institutional Asset Management
Netherlands
$2.42M – – –
IEFM
155
IQ EQ Fund Management
Ireland
$2.41M +$1.16M +17,763 +93%
Lazard Asset Management
156
Lazard Asset Management
New York
$2.34M -$72.4K -1,108 -3%
JIC
157
Johnson Investment Counsel
Ohio
$2.33M – – –
Baird Financial Group
158
Baird Financial Group
Wisconsin
$2.26M -$137K -2,094 -6%
IMRF
159
Illinois Municipal Retirement Fund
Illinois
$2.26M – – –
Holocene Advisors
160
Holocene Advisors
New York
$2.24M +$1.69M +25,888 +311%
Squarepoint
161
Squarepoint
New York
$2.23M -$200K -3,058 -8%
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$2.23M +$6.54K +100 +0.3%
GIA
163
GHP Investment Advisors
Colorado
$2.22M +$140K +2,144 +7%
RFC
164
Regions Financial Corp
Alabama
$2.22M -$52.8K -808 -2%
LSERS
165
Louisiana State Employees Retirement System
Louisiana
$2.22M -$26.1K -400 -1%
ASRS
166
Arizona State Retirement System
Arizona
$2.2M -$53.1K -812 -2%
BFG
167
Berger Financial Group
Minnesota
$2.17M -$40.9K -626 -2%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$2.17M +$199K +3,049 +10%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$2.14M -$26.6K -407 -1%
SO
170
STRS Ohio
Ohio
$2.14M +$293K +4,478 +16%
GWWM
171
Great Waters Wealth Management
Minnesota
$2.11M – – –
GC
172
Guggenheim Capital
Illinois
$2.09M +$73.6K +1,126 +4%
Victory Capital Management
173
Victory Capital Management
Texas
$2M +$692K +10,585 +53%
Pacer Advisors
174
Pacer Advisors
Pennsylvania
$1.99M +$693K +10,605 +54%
ET
175
Entropy Technologies
New York
$1.93M +$1.93M +29,502 New
5 6
7
8 9