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Donaldson

337 hedge funds and large institutions have $4.69B invested in Donaldson in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $4.68B → $4.69B (+$11.4M)

0.09% more ownership

Funds ownership: 78.52%78.62% (+0.09%)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 344337 (-7)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
337
Holders Change
-7
Holders Change %
-2.03%
% of All Funds
8.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
27
Increased
116
Reduced
121
Closed
29
Calls
$126K
Puts
Net Calls
+$126K
Net Calls Change
-$380K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
226
LS Investment Advisors
Michigan
$476K -$17.4K -377 -4%
FMT
227
First Mercantile Trust
Tennessee
$472K
BCB
228
Brian C. Broderick
$462K -$37.3K -806 -7%
WAM
229
World Asset Management
Michigan
$462K +$1.85K +40 +0.4%
SCA
230
Snowden Capital Advisors
New York
$461K +$30.4K +658 +7%
SCM
231
Shelton Capital Management
Colorado
$458K
SDIC
232
South Dakota Investment Council
South Dakota
$450K
N
233
Natixis
France
$443K +$9.07K +196 +2%
LWCFA
234
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$438K
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$432K +$1.06K +23 +0.2%
FRM
236
Fox Run Management
Connecticut
$423K -$83.3K -1,800 -16%
HTHT
237
Hemenway Trust Hemenway Trust
New Hampshire
$418K -$46.3K -1,000 -10%
SCM
238
Sterling Capital Management
North Carolina
$409K
TAM
239
Tyers Asset Management
Texas
$372K +$39.2K +848 +12%
VIA
240
Vident Investment Advisory
Georgia
$370K +$19.8K +428 +6%
LNWWM
241
Laird Norton Wetherby Wealth Management
California
$369K +$1.34K +29 +0.4%
ISL
242
Ingalls & Snyder LLC
New York
$365K +$34.7K +750 +10%
GAM
243
Gotham Asset Management
New York
$358K -$202K -4,357 -36%
BP
244
Ballentine Partners
Massachusetts
$358K
CW
245
Cobiz Wealth
Colorado
$356K -$61.3K -1,325 -15%
QT
246
Quantbot Technologies
New York
$356K +$148K +3,196 +70%
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
$349K -$8.42K -182 -2%
GAM
248
Gould Asset Management
California
$322K
ASN
249
Advisory Services Network
Georgia
$319K +$1.48K +32 +0.5%
GC
250
Guggenheim Capital
Illinois
$310K -$19.2K -416 -6%