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Donaldson
DCI

Overview Fund Activity

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M

Top Buyers

1
SI
Scharf Investments
California
$61.7M
2
Morgan Stanley
Morgan Stanley
New York
$147M
3
CC
Capital Counsel
New York
$44.2M
4
BlackRock
BlackRock
New York
$762M
5
FMI
Fiduciary Management Inc
Wisconsin
$149M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$10.9M
2
Millennium Management
Millennium Management
New York
$2.85M
3
JAM
Jupiter Asset Management
United Kingdom
$11.4M
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
TI
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
176
Brinker Capital Investments
Pennsylvania
$2.16M +$617K +9,159 +40%
SO
177
STRS Ohio
Ohio
$2.16M +$244K +3,624 +13%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$2.14M -$5.95M -86,896 -74%
Creative Planning
179
Creative Planning
Kansas
$2.12M +$96.6K +1,434 +5%
GWWM
180
Great Waters Wealth Management
Minnesota
$2.11M -$37.3K -554 -2%
RFC
181
Regions Financial Corp
Alabama
$2.1M -$175K -2,591 -8%
Macquarie Group
182
Macquarie Group
Australia
$2.05M -$464K -6,890 -18%
WC
183
Wexford Capital
Florida
$2.02M +$539K +8,000 +36%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$1.96M +$536K +7,894 +38%
ASN
185
Advisory Services Network
Georgia
$1.93M +$26.4K +392 +1%
SOMRS
186
State of Michigan Retirement System
Michigan
$1.91M -$13.5K -200 -0.7%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$1.87M +$151K +2,236 +9%
TAM
188
Tocqueville Asset Management
New York
$1.87M -$98.9K -1,468 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
189
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.8M -$905K -13,443 -33%
NMIMC
190
Northwestern Mutual Investment Management Company
Wisconsin
$1.79M -$6.74K -100 -0.4%
Pacer Advisors
191
Pacer Advisors
Pennsylvania
$1.79M -$421K -6,250 -19%
COPPSERS
192
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.78M -$6.33K -94 -0.4%
RBC
193
Romano Brothers & Co
Illinois
$1.71M – – –
M&T Bank
194
M&T Bank
New York
$1.68M -$16.8K -249 -1%
NMERB
195
New Mexico Educational Retirement Board
New Mexico
$1.68M – – –
HF
196
HRT Financial
New York
$1.67M -$2.38M -35,346 -59%
IC
197
IEQ Capital
California
$1.66M +$1.66M +24,624 New
OTPPB
198
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.65M -$617K -9,158 -27%
OPERF
199
Oregon Public Employees Retirement Fund
Oregon
$1.64M -$6.74K -100 -0.4%
VFA
200
Values First Advisors
Tennessee
$1.63M -$71.9K -1,068 -4%
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