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Donaldson
DCI

Overview Fund Activity

303 hedge funds and large institutions have $3.59B invested in Donaldson in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
8.09%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
36
Increased
125
Reduced
85
Closed
30
Calls
$5.81M
Puts
$127K
Net Calls
+$5.68M
Net Calls Change
+$1.52M

Top Buyers

1
State Street
1
State Street
Massachusetts
$251M
2
GIM
2
Generation Investment Management
United Kingdom
$94.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$53.7M
4
PIM
4
Perkins Investment Management
Illinois
$58.4M
5
VFA
5
Virtus Fund Advisers
Connecticut
$15.6M

Top Sellers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$119M
2
CC
2
Capital Counsel
New York
$0
3
VVP
3
Vulcan Value Partners
Alabama
$20.3M
4
Millennium Management
4
Millennium Management
New York
$0
5
PP
5
Paloma Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
251
LS Investment Advisors
Michigan
$142K +$7.68K +240 +6%
MA
252
MUFG Americas
New York
$132K +$10.1K +315 +8%
Zurich Cantonal Bank
253
Zurich Cantonal Bank
Switzerland
$118K – – –
RFS
254
Rockefeller Financial Services
New York
$112K +$7.06K +222 +7%
MFW
255
Mosaic Family Wealth
Missouri
$93K +$31.1K +980 +50%
WAM
256
Wealthspire Advisors (Maryland)
Maryland
$89K +$3.37K +105 +4%
GT
257
Glenmede Trust
Pennsylvania
$88K +$2.95K +93 +3%
Mitsubishi UFJ Asset Management
258
Mitsubishi UFJ Asset Management
Japan
$86K +$2.71K +85 +3%
JFGIW
259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K +$18.3K +575 +31%
CYG
260
Clean Yield Group
Vermont
$77K +$77K +2,400 New
Simplex Trading
261
Simplex Trading
Illinois
$71K +$26.9K +843 +61%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$66K +$49.8K +1,559 +308%
Pacer Advisors
263
Pacer Advisors
Pennsylvania
$65K +$12.4K +389 +24%
EWM
264
Evercore Wealth Management
New York
$61K – – –
GWM
265
Geneos Wealth Management
Colorado
$53K +$53K +1,680 New
LNB
266
Ledyard National Bank
$50K +$12.9K +400 +35%
PWM
267
Perigon Wealth Management
California
$48K +$48K +1,514 New
CF
268
CenterStar Fund
Illinois
$46K – – –
BNP Paribas Financial Markets
269
BNP Paribas Financial Markets
France
$42.4K -$4.21K -132 -9%
HNB
270
Huntington National Bank
Ohio
$42K -$8.11K -215 -16%
EMG
271
ETF Managers Group
New Jersey
$38K +$38K +833 New
CTC
272
Central Trust Company
Missouri
$32K – – –
CGT
273
Capital Guardian Trust
California
$32K – – –
CCA
274
Checchi Capital Advisers
California
$31K +$31K +958 New
LJHT
275
Laurie J. Hall Trustee
$26K – – –
9 10
11
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