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Donaldson
DCI

Overview Fund Activity

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$220M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$101M
3
EIP
3
Epoch Investment Partners
New York
$74.6M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$92.6M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$104M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$51.8M
2
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$625M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$55.6M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$165M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$842M 12,884,860 -72,866 -0.6%
BlackRock
2
BlackRock
New York
$716M 10,955,179 +26,121 +0.2%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$625M 9,563,586 -525,167 -5%
State Street
4
State Street
Massachusetts
$364M 5,570,905 -86,628 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$296M 4,527,336 +86,644 +2%
Morgan Stanley
6
Morgan Stanley
New York
$220M 3,362,404 +2,071,202 +160%
Franklin Resources
7
Franklin Resources
California
$186M 2,843,923 -4,408 -0.2%
BTW
8
Boston Trust Walden
Massachusetts
$184M 2,816,300 +42,365 +2%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$165M 2,528,054 -187,363 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$136M 2,087,786 +60,149 +3%
MPI
11
Mairs & Power Inc
Minnesota
$123M 1,888,681 -56,279 -3%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$121M 1,849,206 -91,265 -5%
FMI
13
Fiduciary Management Inc
Wisconsin
$119M 1,819,192 +61,584 +4%
First Trust Advisors
14
First Trust Advisors
Illinois
$104M 1,584,936 +256,994 +19%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$101M 1,552,946 +1,060,232 +215%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$92.6M 1,417,042 +434,557 +44%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$92.2M 1,410,259 -299 -0%
American Century Companies
18
American Century Companies
Missouri
$90.5M 1,384,306 +40,431 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$86M 1,315,740 -141,086 -10%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$77.2M 1,182,051 -33,376 -3%
EIP
21
Epoch Investment Partners
New York
$74.6M 1,141,693 +544,008 +91%
Northern Trust
22
Northern Trust
Illinois
$71.1M 1,087,722 +62,065 +6%
Invesco
23
Invesco
Georgia
$60.6M 926,951 +117,460 +15%
Norges Bank
24
Norges Bank
Norway
$57.9M 886,354 +42,682 +5%
Principal Financial Group
25
Principal Financial Group
Iowa
$57.3M 876,146 -16,337 -2%
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