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Donaldson
DCI

Overview Fund Activity

343 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
Holders
343
Holders Change
-7
Holders Change %
-2%
% of All Funds
8.56%
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

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$67.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$40.5M
3
Principal Financial Group
Principal Financial Group
Iowa
$57M
4
MWNA
Marshall Wace North America
New York
$22.1M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$10.4M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
$18.8M
2
CIP
Champlain Investment Partners
Vermont
$0
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
4
VFA
Virtus Fund Advisers
Connecticut
$0
5
State Street
State Street
Massachusetts
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTHT
226
Hemenway Trust Hemenway Trust
New Hampshire
$460K -$45.5K -1,000 -9%
WAM
227
World Asset Management
Michigan
$456K +$41.8K +918 +10%
Teacher Retirement System of Texas
228
Teacher Retirement System of Texas
Texas
$455K -$1.28K -28 -0.3%
SCM
229
Shelton Capital Management
Colorado
$454K – – –
EP
230
Elkfork Partners
Oregon
$454K +$177K +3,894 +64%
LWCFA
231
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$453K – – –
SDIC
232
South Dakota Investment Council
South Dakota
$446K – – –
GLA
233
Great Lakes Advisors
Illinois
$445K +$17.4K +382 +4%
GCA
234
Gideon Capital Advisors
New York
$431K +$184K +4,040 +74%
LCM
235
Laurion Capital Management
New York
$431K +$431K +9,468 New
N
236
Natixis
France
$430K +$133K +2,930 +45%
SCA
237
Snowden Capital Advisors
New York
$427K +$46.1K +1,012 +12%
LTFS
238
Ladenburg Thalmann Financial Services
Florida
$427K +$170K +3,723 +66%
CCMH
239
Cornerstone Capital Management Holdings
New York
$426K +$426K +9,373 New
AIM
240
Assured Investment Management
New York
$419K -$310K -6,817 -43%
CW
241
Cobiz Wealth
Colorado
$413K – – –
SCM
242
Sterling Capital Management
North Carolina
$405K – – –
CSS
243
Cubist Systematic Strategies
Connecticut
$388K +$27.2K +598 +8%
1GA
244
1st Global Advisors
Texas
$376K +$2.19K +48 +0.6%
BP
245
Ballentine Partners
Massachusetts
$371K +$371K +7,778 New
Citigroup
246
Citigroup
New York
$368K +$13.9K +305 +4%
LNWWM
247
Laird Norton Wetherby Wealth Management
California
$365K -$5.29K -116 -1%
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$353K -$1.4M -30,801 -80%
VIA
249
Vident Investment Advisory
Georgia
$348K +$116K +2,540 +50%
NIPH
250
NN Investment Partners Holdings
Netherlands
$347K -$113K -2,480 -25%
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