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Donaldson

344 hedge funds and large institutions have $4.68B invested in Donaldson in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 103 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50,600% more call options, than puts

Call options by funds: $507K | Put options by funds: $1K

29% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 103

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.59% less ownership

Funds ownership: 79.12%78.52% (-0.59%)

2% less capital invested

Capital invested by funds: $4.76B → $4.68B (-$77.7M)

7% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 43

2% less funds holding

Funds holding: 351344 (-7)

Holders
344
Holders Change
-7
Holders Change %
-1.99%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
40
Increased
133
Reduced
103
Closed
43
Calls
$507K
Puts
$1K
Net Calls
+$506K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
226
First Mercantile Trust
Tennessee
$468K -$150K -3,263 -24%
HTHT
227
Hemenway Trust Hemenway Trust
New Hampshire
$460K -$46.1K -1,000 -9%
WAM
228
World Asset Management
Michigan
$456K +$42.3K +918 +10%
Teacher Retirement System of Texas
229
Teacher Retirement System of Texas
Texas
$455K -$1.29K -28 -0.3%
SCM
230
Shelton Capital Management
Colorado
$454K
EP
231
Elkfork Partners
Oregon
$454K +$179K +3,894 +64%
LWCFA
232
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$453K
SDIC
233
South Dakota Investment Council
South Dakota
$446K
GLA
234
Great Lakes Advisors
Illinois
$445K +$17.6K +382 +4%
GCA
235
Gideon Capital Advisors
New York
$431K +$186K +4,040 +74%
LCM
236
Laurion Capital Management
New York
$431K +$436K +9,468 New
N
237
Natixis
France
$430K +$135K +2,930 +45%
SCA
238
Snowden Capital Advisors
New York
$427K +$46.6K +1,012 +12%
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$427K +$171K +3,723 +66%
CCMH
240
Cornerstone Capital Management Holdings
New York
$426K +$432K +9,373 New
AIM
241
Assured Investment Management
New York
$419K -$314K -6,817 -43%
CW
242
Cobiz Wealth
Colorado
$413K
SCM
243
Sterling Capital Management
North Carolina
$405K
CSS
244
Cubist Systematic Strategies
Connecticut
$388K +$27.5K +598 +8%
1GA
245
1st Global Advisors
Texas
$376K +$2.21K +48 +0.6%
BP
246
Ballentine Partners
Massachusetts
$371K +$358K +7,778 New
Citigroup
247
Citigroup
New York
$368K +$14K +305 +4%
LNWWM
248
Laird Norton Wetherby Wealth Management
California
$365K -$5.34K -116 -1%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$353K -$1.42M -30,801 -80%
VIA
250
Vident Investment Advisory
Georgia
$348K +$117K +2,540 +50%