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Donaldson
DCI

Overview Fund Activity

500 hedge funds and large institutions have $7.72B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+32
Holders Change %
+6.84%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
66
Increased
157
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M

Top Buyers

1
CAM
1
Close Asset Management
United Kingdom
$39.1M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$143M
3
ERIM
3
Eagle Ridge Investment Management
Connecticut
$25.4M
4
BlackRock
4
BlackRock
New York
$843M
5
American Century Companies
5
American Century Companies
Missouri
$121M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.6M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.05M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$73.6M
4
Millennium Management
4
Millennium Management
New York
$30.5M
5
MPI
5
Mairs & Power Inc
Minnesota
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$2.27M +$180K +2,401 +9%
Victory Capital Management
177
Victory Capital Management
Texas
$2.25M -$36.1K -484 -2%
OPERF
178
Oregon Public Employees Retirement Fund
Oregon
$2.22M -$332K -4,444 -13%
SOMRS
179
State of Michigan Retirement System
Michigan
$2.2M +$37.3K +500 +2%
Creative Planning
180
Creative Planning
Kansas
$2.18M +$13.4K +179 +0.6%
Capital Fund Management (CFM)
181
Capital Fund Management (CFM)
France
$2.13M +$789K +10,568 +59%
VFA
182
Values First Advisors
Tennessee
$2.1M -$33.8K -452 -2%
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$2M -$3.96K -53 -0.2%
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.98M -$4.11K -55 -0.2%
ASN
185
Advisory Services Network
Georgia
$1.98M -$54.6K -731 -3%
OPS
186
Orion Portfolio Solutions
Nebraska
$1.95M -$119K -1,590 -6%
BCI
187
Brinker Capital Investments
Pennsylvania
$1.95M -$119K -1,590 -6%
HF
188
HRT Financial
New York
$1.93M +$1.93M +25,896 New
PAG
189
Private Advisor Group
New Jersey
$1.93M -$131K -1,756 -6%
SO
190
STRS Ohio
Ohio
$1.91M -$538K -7,201 -22%
SSA
191
Schonfeld Strategic Advisors
New York
$1.9M +$357K +4,786 +23%
M&T Bank
192
M&T Bank
New York
$1.87M +$286K +3,825 +18%
NMERB
193
New Mexico Educational Retirement Board
New Mexico
$1.86M – – –
HBT
194
Hills Bank & Trust
Iowa
$1.81M -$51.2K -686 -3%
RBC
195
Romano Brothers & Co
Illinois
$1.78M – – –
EI
196
Ethic Inc
New York
$1.77M +$53.9K +722 +3%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$1.77M -$141K -1,890 -7%
GC
198
Globeflex Capital
California
$1.76M +$1.76M +23,546 New
DIA
199
Dean Investment Associates
Ohio
$1.71M -$199K -2,670 -10%
IIA
200
ICW Investment Advisors
Arizona
$1.67M +$42K +563 +3%
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