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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
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 %
Creative Planning
176
Creative Planning
Kansas
$1.89M -$18.2K -279 -1%
SOMRS
177
State of Michigan Retirement System
Michigan
$1.89M – – –
VFA
178
Values First Advisors
Tennessee
$1.87M +$39.2K +600 +2%
ACM
179
Advisors Capital Management
New Jersey
$1.87M +$78K +1,194 +4%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$1.84M +$160K +2,434 +10%
PAG
181
Private Advisor Group
New Jersey
$1.8M -$17.3K -265 -1%
A
182
AlphaQuest
New York
$1.79M +$1.79M +27,460 New
ASN
183
Advisory Services Network
Georgia
$1.78M +$20.5K +313 +1%
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$1.75M -$2.61K -40 -0.1%
COPPSERS
185
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.74M +$136K +2,078 +8%
BCI
186
Brinker Capital Investments
Pennsylvania
$1.73M -$114K -1,813 -6%
OPS
187
Orion Portfolio Solutions
Nebraska
$1.73M -$114K -1,813 -6%
DTL
188
Dynamic Technology Lab
Singapore
$1.72M +$791K +12,103 +85%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$1.67M +$78.6K +1,202 +5%
DIA
190
Dean Investment Associates
Ohio
$1.67M -$64K -980 -4%
HBT
191
Hills Bank & Trust
Iowa
$1.63M -$12.3K -188 -0.7%
NMERB
192
New Mexico Educational Retirement Board
New Mexico
$1.63M – – –
ACM
193
Aquatic Capital Management
Illinois
$1.62M +$1.08M +16,500 +199%
RBC
194
Romano Brothers & Co
Illinois
$1.56M -$78.4K -1,200 -5%
EI
195
Ethic Inc
New York
$1.51M +$302K +4,627 +25%
ANTB
196
AMG National Trust Bank
Colorado
$1.44M -$12.6K -193 -0.9%
IIA
197
ICW Investment Advisors
Arizona
$1.43M +$51.4K +786 +4%
IIM
198
INTECH Investment Management
Florida
$1.41M -$385K -5,890 -21%
BCWM
199
Bartlett & Co Wealth Management
Ohio
$1.4M -$57.6K -878 -4%
BC
200
Bartlett & Co
Ohio
$1.4M -$57.5K -878 -4%
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