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Donaldson
DCI

Overview Fund Activity

392 hedge funds and large institutions have $5.61B invested in Donaldson in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+31
Holders Change %
+8.59%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
67
Increased
122
Reduced
135
Closed
31
Calls
$6.19M
Puts
$1.08M
Net Calls
+$5.11M
Net Calls Change
+$62K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$78.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$221M
3
CVA
3
Ceredex Value Advisors
Florida
$24M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$75.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$673M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$40M
2
Ameriprise
2
Ameriprise
Minnesota
$45.7M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
CB
4
Cooke & Bieler
Pennsylvania
$30.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
201
Allen Investment Management
New York
$894K – – –
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$889K +$889K +15,924 New
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$872K +$79.4K +1,421 +10%
Deutsche Bank
204
Deutsche Bank
Germany
$837K -$385K -6,895 -31%
X
205
Xponance
Pennsylvania
$816K -$3.08K -55 -0.4%
GIP
206
Granite Investment Partners
California
$807K – – –
DAS
207
Dynamic Advisor Solutions
Arizona
$807K +$7.71K +138 +1%
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$806K -$918K -16,420 -53%
QSS
209
Quantitative Systematic Strategies
Florida
$805K +$805K +14,408 New
QC
210
Quadrature Capital
United Kingdom
$763K +$422K +7,561 +124%
BCV
211
Banque Cantonale Vaudoise
Switzerland
$758K +$146K +2,618 +24%
SC
212
Sepio Capital
Utah
$754K +$80.8K +1,447 +12%
TRCT
213
Tower Research Capital (TRC)
New York
$752K -$527K -9,438 -41%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$730K +$453K +8,111 +163%
LIM
215
Leavell Investment Management
Alabama
$726K – – –
BA
216
Bridgewater Associates
Connecticut
$713K +$194K +3,473 +37%
IMRF
217
Illinois Municipal Retirement Fund
Illinois
$713K +$350K +6,266 +97%
SAM
218
Shell Asset Management
Netherlands
$704K – – –
CCMG
219
Clark Capital Management Group
Pennsylvania
$699K +$699K +12,504 New
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$695K +$17.7K +299 +3%
Truist Financial
221
Truist Financial
North Carolina
$693K +$2.63K +47 +0.4%
SAM
222
Securian Asset Management
Minnesota
$669K -$15.8K -283 -2%
CGH
223
Crossmark Global Holdings
Texas
$652K -$29.6K -530 -4%
Teacher Retirement System of Texas
224
Teacher Retirement System of Texas
Texas
$647K +$242K +4,332 +60%
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$643K -$220K -3,929 -25%
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9
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