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Donaldson
DCI

Overview Fund Activity

331 hedge funds and large institutions have $3.91B invested in Donaldson in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-12
Holders Change %
-3.5%
% of All Funds
7.31%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
44
Increased
111
Reduced
114
Closed
54
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$380K

Top Buyers

1
ACA
1
Anchor Capital Advisors
Massachusetts
$22.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$136M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$507M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$49.5M
5
Millennium Management
5
Millennium Management
New York
$18.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$96.3M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$58.2M
3
FAM
3
Fenimore Asset Management
New York
$4.44M
4
BlackRock
4
BlackRock
New York
$429M
5
State Street
5
State Street
Massachusetts
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGC
226
Roberts, Glore & Co
Illinois
$279K +$3.28K +85 +1%
KFS
227
Kurt F. Somerville
$271K -$11.6K -300 -4%
BWM
228
BerganKDV Wealth Management
Minnesota
$270K -$116K -3,000 -30%
GAM
229
Gould Asset Management
California
$270K – – –
DCM
230
Dupont Capital Management
Delaware
$263K +$263K +6,796 New
SI
231
Stephens Inc
Arkansas
$259K -$2.69M -69,571 -91%
WAM
232
World Asset Management
Michigan
$259K -$53.3K -1,381 -17%
BP
233
Ballentine Partners
Massachusetts
$256K +$1.62K +42 +0.6%
TA
234
TFG Advisers
Michigan
$254K +$887 +23 +0.4%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$251K -$790K -21,232 -76%
Macquarie Group
236
Macquarie Group
Australia
$251K -$31.4K -814 -11%
LNWWM
237
Laird Norton Wetherby Wealth Management
California
$251K +$12.2K +315 +5%
OAM
238
Oppenheimer Asset Management
New York
$251K +$126K +3,269 +101%
LIA
239
LS Investment Advisors
Michigan
$246K – – –
HTHT
240
Hemenway Trust Hemenway Trust
New Hampshire
$241K -$9.64K -250 -4%
ACM
241
AlphaCrest Capital Management
New York
$240K -$361K -9,362 -60%
WB
242
WesBanco Bank
West Virginia
$238K – – –
JPMPWA
243
J.P. Morgan Private Wealth Advisors
California
$237K +$237K +6,133 New
VBFP
244
Valtinson Bruner Financial Planning
Minnesota
$234K -$50.6K -1,185 -18%
FAAS
245
First Allied Advisory Services
California
$230K +$33.8K +875 +17%
FFN
246
Focus Financial Network
Minnesota
$228K -$7.53K -195 -3%
LNB
247
Ledyard National Bank
$222K +$8.49K +220 +4%
5L
248
55I LLC
Massachusetts
$220K +$220K +5,152 New
ST
249
Sabal Trust
Florida
$216K – – –
EMG
250
ETF Managers Group
New Jersey
$216K +$22.1K +564 +11%
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