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Donaldson
DCI

Overview Fund Activity

423 hedge funds and large institutions have $5.86B invested in Donaldson in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+20
Holders Change %
+4.96%
% of All Funds
6.53%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
71
Increased
137
Reduced
142
Closed
44
Calls
$497K
Puts
$1.47M
Net Calls
-$970K
Net Calls Change
+$9K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$107M
2
Millennium Management
2
Millennium Management
New York
$42.3M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$38M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$29.8M
5
State Street
5
State Street
Massachusetts
$330M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$0
2
Wells Fargo
2
Wells Fargo
California
$38.8M
3
AAM
3
Ardevora Asset Management
United Kingdom
$0
4
UBS AM
4
UBS AM
Illinois
$12.5M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
201
Moloney Securities Asset Management
Missouri
$1M +$1M +16,940 New
NERM
202
New England Research & Management
Illinois
$997K +$221K +3,725 +28%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$987K – – –
IMRF
204
Illinois Municipal Retirement Fund
Illinois
$970K +$214K +3,611 +28%
AIM
205
Allen Investment Management
New York
$948K – – –
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$948K +$948K +15,998 New
X
207
Xponance
Pennsylvania
$909K -$17.6K -297 -2%
BONH
208
Bank of New Hampshire
New Hampshire
$907K +$132K +2,219 +17%
Victory Capital Management
209
Victory Capital Management
Texas
$895K -$31.6K -533 -3%
PAM
210
Panagora Asset Management
Massachusetts
$894K -$300K -5,068 -25%
State of Wisconsin Investment Board
211
State of Wisconsin Investment Board
Wisconsin
$894K -$42K -709 -4%
GBWM
212
Granite Bay Wealth Management
New Hampshire
$889K +$889K +15,000 New
GIP
213
Granite Investment Partners
California
$856K – – –
PP
214
Prudential plc
United Kingdom
$810K +$810K +13,675 New
JPMPWA
215
J.P. Morgan Private Wealth Advisors
California
$794K +$72K +1,216 +10%
Pacer Advisors
216
Pacer Advisors
Pennsylvania
$778K -$12.2K -206 -2%
FFN
217
Focus Financial Network
Minnesota
$777K +$62.3K +1,052 +9%
TCM
218
Twin Capital Management
Pennsylvania
$776K -$68.1K -1,150 -8%
DT
219
Diversified Trust
Tennessee
$773K +$773K +13,049 New
LIM
220
Leavell Investment Management
Alabama
$770K – – –
PI
221
PineBridge Investments
New York
$763K +$763K +12,868 New
SAM
222
Shell Asset Management
Netherlands
$755K +$3.26K +55 +0.4%
Truist Financial
223
Truist Financial
North Carolina
$750K +$474 +8 +0.1%
AWM
224
Apollon Wealth Management
South Carolina
$749K +$749K +12,638 New
QCM
225
Quantinno Capital Management
New York
$714K +$714K +12,057 New
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9
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