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Donaldson
DCI

Overview Fund Activity

350 hedge funds and large institutions have $4.76B invested in Donaldson in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
8.73%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
38
Increased
97
Reduced
149
Closed
39
Calls
$774K
Puts
$209K
Net Calls
+$565K
Net Calls Change
-$162K

Top Buyers

1
BlackRock
1
BlackRock
New York
$473M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$553M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$110M
4
Prudential Financial
4
Prudential Financial
New Jersey
$23.1M
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$8.08M

Top Sellers

1
State Street
1
State Street
Massachusetts
$286M
2
CB
2
Cooke & Bieler
Pennsylvania
$68.9M
3
Millennium Management
3
Millennium Management
New York
$5.84M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
251
Citigroup
New York
$354K -$1.94M -42,576 -85%
MCIM
252
Meadow Creek Investment Management
Georgia
$352K +$49.7K +1,092 +16%
PM
253
Parametrica Management
Hong Kong
$334K -$497K -10,929 -60%
WB
254
WesBanco Bank
West Virginia
$334K -$15.9K -350 -5%
RA
255
Rational Advisors
New York
$328K -$1.14M -25,000 -78%
ISL
256
Ingalls & Snyder LLC
New York
$328K – – –
GAM
257
Gould Asset Management
California
$319K – – –
Nomura Holdings
258
Nomura Holdings
Japan
$298K -$457K -10,053 -61%
N
259
Natixis
France
$297K +$297K +6,521 New
ASN
260
Advisory Services Network
Georgia
$294K +$294K +6,463 New
RGC
261
Roberts, Glore & Co
Illinois
$293K -$12.5K -275 -4%
TAM
262
Tocqueville Asset Management
New York
$289K – – –
MFWM
263
Motley Fool Wealth Management
Virginia
$287K +$287K +6,312 New
BC
264
Burney Company
Virginia
$285K – – –
DADC
265
D.A. Davidson & Co
Montana
$279K -$123K -2,704 -31%
PAG
266
Private Advisor Group
New Jersey
$279K +$279K +22,643 New
EP
267
Elkfork Partners
Oregon
$276K +$39K +858 +16%
FDCC
268
Foster Dykema Cabot & Co
Massachusetts
$273K – – –
FAAS
269
First Allied Advisory Services
California
$272K +$808 +18 +0.3%
AQR Capital Management
270
AQR Capital Management
Connecticut
$260K -$594K -13,067 -70%
TH
271
Timber Hill
Connecticut
$260K +$260K +5,714 New
LTFS
272
Ladenburg Thalmann Financial Services
Florida
$258K -$10.6K -232 -4%
NIM
273
Northeast Investment Management
Massachusetts
$255K – – –
RC
274
RegentAtlantic Capital
New Jersey
$254K – – –
IPC
275
Independent Portfolio Consultants
Florida
$247K -$2.5K -55 -1%
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