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Donaldson
DCI

Overview Fund Activity

513 hedge funds and large institutions have $7.31B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+13
Holders Change %
+2.6%
% of All Funds
7.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
185
Reduced
178
Closed
40
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M

Top Buyers

1
CAM
1
Close Asset Management
United Kingdom
$72.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$32.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$28.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$22.4M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$14.3M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$105M
2
BlackRock
2
BlackRock
New York
$773M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$115M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWWM
176
Great Waters Wealth Management
Minnesota
$2.29M -$41.9K -586 -2%
AM
177
AGF Management
Ontario, Canada
$2.29M -$173K -2,417 -7%
SO
178
STRS Ohio
Ohio
$2.2M +$373K +5,219 +20%
QCM
179
Quantinno Capital Management
New York
$2.14M +$712K +9,953 +50%
A
180
AlphaQuest
New York
$2.13M +$522K +7,288 +33%
BA
181
Bridgewater Associates
Connecticut
$2.09M +$2.09M +29,257 New
Creative Planning
182
Creative Planning
Kansas
$2.09M +$5.65K +79 +0.3%
SOMRS
183
State of Michigan Retirement System
Michigan
$2.07M -$35.8K -500 -2%
IEFM
184
IQ EQ Fund Management
Ireland
$2.07M -$399K -5,570 -16%
Capital Fund Management (CFM)
185
Capital Fund Management (CFM)
France
$2.04M +$358 +5 +0%
ASN
186
Advisory Services Network
Georgia
$2.03M +$129K +1,808 +7%
EGM
187
Engineers Gate Manager
New York
$1.98M +$382K +5,342 +24%
PAG
188
Private Advisor Group
New Jersey
$1.93M +$74.6K +1,042 +4%
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$1.92M +$4.94K +69 +0.3%
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.91M +$7.44K +104 +0.4%
Lazard Asset Management
191
Lazard Asset Management
New York
$1.88M +$781K +10,928 +71%
KWM
192
Kingsview Wealth Management
Oregon
$1.82M +$1.82M +25,435 New
VFA
193
Values First Advisors
Tennessee
$1.82M -$193K -2,693 -10%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$1.79M +$91.5K +1,279 +5%
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$1.79M -$336K -4,700 -16%
M&T Bank
196
M&T Bank
New York
$1.78M -$11.9K -166 -0.7%
NMERB
197
New Mexico Educational Retirement Board
New Mexico
$1.78M – – –
OPS
198
Orion Portfolio Solutions
Nebraska
$1.73M -$137K -1,913 -7%
BCI
199
Brinker Capital Investments
Pennsylvania
$1.73M -$137K -1,913 -7%
EI
200
Ethic Inc
New York
$1.72M +$21.8K +304 +1%
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8
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