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Donaldson
DCI

Overview Fund Activity

320 hedge funds and large institutions have $4.02B invested in Donaldson in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
8.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
33
Increased
124
Reduced
98
Closed
29
Calls
$885K
Puts
$449K
Net Calls
+$436K
Net Calls Change
+$718K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$178M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$402M
3
State Street
3
State Street
Massachusetts
$282M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$8.97M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$7.37M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$30.6M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$0
3
GIM
3
Generation Investment Management
United Kingdom
$0
4
FC
4
Fairpointe Capital
Illinois
$46M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Sterling Capital Management
North Carolina
$343K – – –
GS
227
GAM Systematic
United Kingdom
$343K +$343K +9,189 New
V
228
Veritable
Delaware
$338K – – –
DADC
229
D.A. Davidson & Co
Montana
$327K -$8.53K -230 -3%
LIA
230
LS Investment Advisors
Michigan
$327K +$42.7K +1,146 +15%
WAM
231
World Asset Management
Michigan
$322K +$96.9K +2,598 +43%
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$309K -$22K -589 -7%
GC
233
Guggenheim Capital
Illinois
$306K +$37.2K +996 +14%
SB
234
Suntrust Banks
Georgia
$305K +$305K +8,201 New
LNWWM
235
Laird Norton Wetherby Wealth Management
California
$301K -$2.24K -60 -0.7%
PM
236
Parametrica Management
Hong Kong
$298K +$298K +7,990 New
BF
237
BOK Financial
Oklahoma
$297K – – –
1GA
238
1st Global Advisors
Texas
$297K +$21.3K +571 +8%
QT
239
Quantbot Technologies
New York
$285K +$285K +7,658 New
WB
240
WesBanco Bank
West Virginia
$271K +$1.27K +34 +0.5%
ISL
241
Ingalls & Snyder LLC
New York
$269K – – –
GAM
242
Gould Asset Management
California
$261K – – –
JG
243
Jefferies Group
New York
$260K +$260K +6,978 New
RGC
244
Roberts, Glore & Co
Illinois
$253K – – –
AI
245
Accredited Investors
Minnesota
$252K +$149 +4 +0.1%
GLA
246
Great Lakes Advisors
Illinois
$243K +$243K +6,509 New
Nomura Holdings
247
Nomura Holdings
Japan
$242K +$242K +6,509 New
ASN
248
Advisory Services Network
Georgia
$241K +$171K +4,588 +246%
BC
249
Burney Company
Virginia
$234K +$234K +6,258 New
FAAS
250
First Allied Advisory Services
California
$225K +$820 +22 +0.4%
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