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Donaldson
DCI

Overview Fund Activity

303 hedge funds and large institutions have $3.59B invested in Donaldson in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
8.09%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
36
Increased
125
Reduced
85
Closed
30
Calls
$5.81M
Puts
$127K
Net Calls
+$5.68M
Net Calls Change
+$1.52M

Top Buyers

1
State Street
1
State Street
Massachusetts
$251M
2
GIM
2
Generation Investment Management
United Kingdom
$94.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$53.7M
4
PIM
4
Perkins Investment Management
Illinois
$58.4M
5
VFA
5
Virtus Fund Advisers
Connecticut
$15.6M

Top Sellers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$119M
2
CC
2
Capital Counsel
New York
$0
3
VVP
3
Vulcan Value Partners
Alabama
$20.3M
4
Millennium Management
4
Millennium Management
New York
$0
5
PP
5
Paloma Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
V
226
Veritable
Delaware
$307K +$862 +27 +0.3%
LWCFA
227
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$304K -$319K -10,000 -51%
ISL
228
Ingalls & Snyder LLC
New York
$293K – – –
DADC
229
D.A. Davidson & Co
Montana
$289K +$102K +3,224 +54%
DBT
230
Dubuque Bank & Trust
Iowa
$277K -$14K -440 -5%
SCM
231
Sterling Capital Management
North Carolina
$274K -$281K -8,796 -51%
GAM
232
Gould Asset Management
California
$274K – – –
DTL
233
Dynamic Technology Lab
Singapore
$272K +$272K +8,524 New
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
$270K +$639 +20 +0.2%
GC
235
Guggenheim Capital
Illinois
$265K +$37.4K +1,175 +16%
Squarepoint
236
Squarepoint
New York
$258K +$258K +8,072 New
LNWWM
237
Laird Norton Wetherby Wealth Management
California
$257K +$26.9K +844 +12%
RGC
238
Roberts, Glore & Co
Illinois
$256K -$26.3K -825 -9%
BF
239
BOK Financial
Oklahoma
$254K -$7.02K -220 -3%
1GA
240
1st Global Advisors
Texas
$238K +$238K +7,449 New
JHIU
241
Janus Henderson Investors US
Colorado
$230K – – –
DDC
242
DF Dent & Co
Maryland
$228K -$22.3K -700 -9%
AI
243
Accredited Investors
Minnesota
$216K +$216K +6,762 New
WT
244
Whittier Trust
California
$209K -$58.2K -1,824 -22%
JPMorgan Chase & Co
245
JPMorgan Chase & Co
New York
$198K -$63.8K -1,994 -24%
WTC
246
WhitTier Trust Company
Nevada
$166K -$75K -2,352 -31%
WTB
247
Washington Trust Bank
Washington
$160K – – –
IPC
248
Independent Portfolio Consultants
Florida
$153K +$85.5K +2,675 +127%
ST
249
Spot Trading
Illinois
$149K +$149K +4,658 New
Walleye Trading
250
Walleye Trading
New York
$143K -$220K -6,896 -61%
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