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Donaldson
DCI

Overview Fund Activity

346 hedge funds and large institutions have $5.2B invested in Donaldson in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-24
Holders Change %
-6.49%
% of All Funds
7.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
116
Reduced
117
Closed
57
Calls
$876K
Puts
$415K
Net Calls
+$461K
Net Calls Change
+$283K

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$48.8M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$81.5M
3
State Street
3
State Street
Massachusetts
$288M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$35M
5
BTW
5
Boston Trust Walden
Massachusetts
$96.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$7.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.4M
3
Ameriprise
3
Ameriprise
Minnesota
$49.5M
4
SIC
4
Schwartz Investment Counsel
Michigan
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
251
Stonebridge Capital Advisors
Minnesota
$270K +$270K +5,400 New
CPIG
252
Chicago Partners Investment Group
Illinois
$268K – – –
LNB
253
Ledyard National Bank
$268K +$1K +20 +0.4%
AI
254
Accredited Investors
Minnesota
$265K – – –
RC
255
RegentAtlantic Capital
New Jersey
$255K – – –
FAAS
256
First Allied Advisory Services
California
$254K -$27.3K -546 -10%
WTB
257
Washington Trust Bank
Washington
$250K – – –
NIM
258
Northeast Investment Management
Massachusetts
$249K – – –
PCM
259
Parsons Capital Management
Rhode Island
$248K – – –
BP
260
Ballentine Partners
Massachusetts
$239K +$239K +4,775 New
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$233K – – –
MFG
262
Magnus Financial Group
New York
$229K +$229K +4,566 New
RGC
263
Roberts, Glore & Co
Illinois
$220K +$220K +4,385 New
ACM
264
Azimuth Capital Management
Michigan
$215K +$215K +4,300 New
CW
265
Cobiz Wealth
Colorado
$214K -$93K -1,860 -30%
BNP Paribas Financial Markets
266
BNP Paribas Financial Markets
France
$213K +$105K +2,095 +97%
WS
267
Wedbush Securities
California
$211K +$211K +4,223 New
Fuller & Thaler Asset Management
268
Fuller & Thaler Asset Management
California
$210K – – –
PHK
269
Point72 Hong Kong
Hong Kong
$207K +$90.7K +1,812 +78%
WAM
270
Wealthspire Advisors (Maryland)
Maryland
$206K +$6.56K +131 +3%
MFW
271
Meristem Family Wealth
Minnesota
$203K +$203K +4,060 New
PI
272
PEAK6 Investments
Illinois
$202K -$118K -2,361 -37%
CFB
273
Cullen/Frost Bankers
Texas
$200K +$200K +4,000 New
GT
274
Glenview Trust
Kentucky
$200K +$200K +4,000 New
BTS
275
BB&T Securities
Virginia
$200K +$200K +4,007 New
9 10
11
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