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Donaldson
DCI

Overview Fund Activity

343 hedge funds and large institutions have $4.68B invested in Donaldson in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 103 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-7
Holders Change %
-2%
% of All Funds
8.56%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
40
Increased
133
Reduced
103
Closed
43
Calls
$507K
Puts
$1K
Net Calls
+$506K
Net Calls Change
-$59K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$67.4M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$40.5M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$57M
4
MWNA
4
Marshall Wace North America
New York
$22.1M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$10.4M

Top Sellers

1
CB
1
Cooke & Bieler
Pennsylvania
$18.8M
2
CIP
2
Champlain Investment Partners
Vermont
$0
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$0
4
VFA
4
Virtus Fund Advisers
Connecticut
$0
5
State Street
5
State Street
Massachusetts
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
276
Washington Trust Bank
Washington
$228K – – –
AL
277
Airain Ltd
Guernsey
$227K +$17.7K +389 +8%
CI
278
Cigna Investments
Connecticut
$226K -$18.7K -410 -8%
PCM
279
Parsons Capital Management
Rhode Island
$225K – – –
PP
280
Paloma Partners
Connecticut
$221K -$805K -17,680 -78%
Verition Fund Management
281
Verition Fund Management
Connecticut
$221K +$221K +4,850 New
OI
282
Oakbrook Investments
Illinois
$221K +$221K +4,850 New
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$215K +$88.4K +1,937 +70%
Zurich Cantonal Bank
284
Zurich Cantonal Bank
Switzerland
$214K +$24K +526 +13%
OC
285
Oppenheimer & Co
New York
$209K +$209K +4,602 New
QT
286
Quantbot Technologies
New York
$207K +$207K +4,555 New
MCM
287
McKinley Capital Management
Alaska
$202K – – –
MFW
288
Mosaic Family Wealth
Missouri
$202K +$9.72K +213 +5%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$192K +$9.88K +217 +5%
OAM
290
Oppenheimer Asset Management
New York
$185K -$24K -527 -11%
IPC
291
Independent Portfolio Consultants
Florida
$180K -$67.9K -1,487 -27%
MA
292
MUFG Americas
New York
$167K -$5K -110 -3%
LNB
293
Ledyard National Bank
$155K -$4.56K -100 -3%
Fuller & Thaler Asset Management
294
Fuller & Thaler Asset Management
California
$152K – – –
RFS
295
Rockefeller Financial Services
New York
$150K – – –
SEI Investments
296
SEI Investments
Pennsylvania
$134K -$2.11M -46,392 -94%
WTC
297
WhitTier Trust Company
Nevada
$117K – – –
IR
298
Invictus RG
Bermuda
$109K -$417K -9,147 -79%
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$99K +$4.61K +101 +5%
EWM
300
Evercore Wealth Management
New York
$87K – – –
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12
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