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Donaldson
DCI

Overview Fund Activity

340 hedge funds and large institutions have $4.72B invested in Donaldson in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
117
Reduced
118
Closed
29
Calls
$1.34M
Puts
$1.02M
Net Calls
+$320K
Net Calls Change
+$312K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$155M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$69.7M
3
VVP
3
Vulcan Value Partners
Alabama
$19M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$197M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$559M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.56M
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$431K
3
ZIM
3
Zacks Investment Management
Illinois
$242K
4
EVM
4
Eaton Vance Management
Massachusetts
$9.66M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
251
D.A. Davidson & Co
Montana
$247K -$13K -288 -5%
ZIM
252
Zacks Investment Management
Illinois
$242K -$7.65M -169,174 -97%
CSS
253
Cubist Systematic Strategies
Connecticut
$241K -$76.5K -1,697 -24%
AI
254
Accredited Investors
Minnesota
$239K +$45 +1 +0%
SFG
255
SNS Financial Group
Minnesota
$233K +$1.95K +43 +0.8%
AI
256
Atria Investments
North Carolina
$232K +$31.6K +699 +16%
CPIG
257
Chicago Partners Investment Group
Illinois
$226K – – –
WTB
258
Washington Trust Bank
Washington
$226K – – –
NIM
259
Northeast Investment Management
Massachusetts
$224K – – –
PCM
260
Parsons Capital Management
Rhode Island
$223K – – –
RWA
261
RGT Wealth Advisors
Texas
$220K -$851K -18,858 -79%
GJIC
262
Gamble Jones Investment Counsel
California
$218K -$13.6K -300 -6%
Jane Street
263
Jane Street
New York
$215K +$215K +4,768 New
WS
264
Wedbush Securities
California
$212K +$212K +4,704 New
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$210K +$210K +4,650 New
Baird Financial Group
266
Baird Financial Group
Wisconsin
$204K -$901K -19,949 -82%
OC
267
Oppenheimer & Co
New York
$203K -$13.5K -300 -6%
CFB
268
Cullen/Frost Bankers
Texas
$203K – – –
N
269
Natixis
France
$200K +$200K +4,437 New
LNB
270
Ledyard National Bank
$195K +$54.7K +1,210 +39%
WAM
271
Wealthspire Advisors (Maryland)
Maryland
$177K -$35.1K -780 -17%
Fuller & Thaler Asset Management
272
Fuller & Thaler Asset Management
California
$157K +$29.3K +650 +23%
MA
273
MUFG Americas
New York
$153K -$12K -265 -7%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$149K – – –
AG
275
Advisor Group
Arizona
$131K -$3.86K -85 -3%
9 10
11
12 13