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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 %
Capital Fund Management (CFM)
201
Capital Fund Management (CFM)
France
$1.62M +$360K +5,352 +29%
Pathstone Holdings
202
Pathstone Holdings
New Jersey
$1.62M +$296K +4,401 +22%
IIA
203
ICW Investment Advisors
Arizona
$1.61M +$73.3K +1,089 +5%
CDDEC
204
Caisse Des Depots Et Consignations
France
$1.6M +$1.6M +23,775 New
SA
205
Sanctuary Advisors
Indiana
$1.57M +$150K +2,095 +11%
Victory Capital Management
206
Victory Capital Management
Texas
$1.51M -$343K -5,098 -19%
CCIA
207
Campbell & Co Investment Adviser
Maryland
$1.48M -$1.9M -28,270 -56%
ANTB
208
AMG National Trust Bank
Colorado
$1.48M +$6.86K +102 +0.5%
A
209
AlphaQuest
New York
$1.48M -$1.2M -17,757 -45%
Lazard Asset Management
210
Lazard Asset Management
New York
$1.47M -$4.77M -70,913 -76%
EI
211
Ethic Inc
New York
$1.45M -$155K -2,298 -10%
WPC
212
White Pine Capital
Minnesota
$1.41M +$943 +14 +0.1%
HBT
213
Hills Bank & Trust
Iowa
$1.39M -$17.2K -255 -1%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$1.36M – – –
URS
215
Utah Retirement Systems
Utah
$1.34M – – –
Nomura Asset Management
216
Nomura Asset Management
Japan
$1.3M – – –
Natixis Advisors
217
Natixis Advisors
Massachusetts
$1.3M -$226K -3,356 -15%
ET
218
Entropy Technologies
New York
$1.29M +$816K +12,119 +172%
Robeco Institutional Asset Management
219
Robeco Institutional Asset Management
Netherlands
$1.29M – – –
HW
220
Hancock Whitney
Mississippi
$1.28M +$5.46K +81 +0.4%
WIC
221
Willis Investment Counsel
Georgia
$1.27M +$35.7K +530 +3%
Schroder Investment Management Group
222
Schroder Investment Management Group
United Kingdom
$1.27M -$673K -9,997 -35%
DIA
223
Dean Investment Associates
Ohio
$1.25M -$61.4K -912 -5%
FAM
224
Formidable Asset Management
Ohio
$1.25M – – –
Amundi
225
Amundi
France
$1.24M -$1.09M -16,085 -47%
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9
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