DCI icon

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 %
Geode Capital Management
276
Geode Capital Management
Massachusetts
$24.2K +$736 +23,069 +3%
IC
277
IKOS CIF
Cyprus
$23K +$23K +715 New
TRCT
278
Tower Research Capital (TRC)
New York
$22K +$8.51K +271 +63%
LTFS
279
Ladenburg Thalmann Financial Services
Florida
$21K +$2.41K +76 +13%
ST
280
Smithfield Trust
Pennsylvania
$20K – – –
RWG
281
Regal Wealth Group
California
$14K +$99 +3 +0.7%
VCM
282
Versant Capital Management
Arizona
$13K -$120 -4 -0.9%
IP
283
Isthmus Partners
Wisconsin
$12K – – –
GAM
284
Gemmer Asset Management
California
$11K – – –
AssetMark Inc
285
AssetMark Inc
California
$11K – – –
MFS
286
MSI Financial Services
Massachusetts
$11K – – –
Fuller & Thaler Asset Management
287
Fuller & Thaler Asset Management
California
$11K +$11K +335 New
HPBT
288
High Point Bank & Trust
North Carolina
$10K +$10K +324 New
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$9.86K +$9.86K +309 New
WCBA
290
Weaver C. Barksdale & Associates
Tennessee
$9K -$2.03K -67 -18%
GWM
291
Gupta Wealth Management
California
$8K – – –
PCP
292
Proficio Capital Partners
Massachusetts
$8K +$8K +236 New
AF
293
Arrow Financial
New York
$7K – – –
JFA
294
JNBA Financial Advisors
Minnesota
$7K – – –
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +199 New
WRM
296
Westport Resources Management
Connecticut
$3K – – –
MCM
297
Manchester Capital Management
Vermont
$3K – – –
Bessemer Group
298
Bessemer Group
New Jersey
$3K +$3K +94 New
NFG
299
Next Financial Group
Texas
$3K +$3K +118 New
FANJ
300
Financial Architects (New Jersey)
New Jersey
$2K +$2K +60 New
10 11
12
13 14