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Donaldson

344 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

50,600% more call options, than puts

Call options by funds: $507K | Put options by funds: $1K

29% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 103

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.59% less ownership

Funds ownership: 79.12%78.52% (-0.59%)

2% less capital invested

Capital invested by funds: $4.76B → $4.68B (-$77.7M)

7% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 43

2% less funds holding

Funds holding: 351344 (-7)

Holders
344
Holders Change
-7
Holders Change %
-1.99%
% of All Funds
8.58%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
276
Cullen/Frost Bankers
Texas
$228K
WTB
277
Washington Trust Bank
Washington
$228K
AL
278
Airain Ltd
Guernsey
$227K +$17.9K +389 +8%
CI
279
Cigna Investments
Connecticut
$226K -$18.9K -410 -8%
PCM
280
Parsons Capital Management
Rhode Island
$225K
PP
281
Paloma Partners
Connecticut
$221K -$814K -17,680 -78%
OI
282
Oakbrook Investments
Illinois
$221K +$223K +4,850 New
Verition Fund Management
283
Verition Fund Management
Connecticut
$221K +$223K +4,850 New
WAM
284
Wealthspire Advisors (Maryland)
Maryland
$215K +$89.2K +1,937 +70%
Zurich Cantonal Bank
285
Zurich Cantonal Bank
Switzerland
$214K +$24.2K +526 +13%
OC
286
Oppenheimer & Co
New York
$209K +$212K +4,602 New
QT
287
Quantbot Technologies
New York
$207K +$210K +4,555 New
MCM
288
McKinley Capital Management
Alaska
$202K
MFW
289
Mosaic Family Wealth
Missouri
$202K +$9.81K +213 +5%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$192K +$9.99K +217 +5%
OAM
291
Oppenheimer Asset Management
New York
$185K -$24.3K -527 -11%
IPC
292
Independent Portfolio Consultants
Florida
$180K -$68.5K -1,487 -27%
MA
293
MUFG Americas
New York
$167K -$5.07K -110 -3%
LNB
294
Ledyard National Bank
$155K -$4.61K -100 -3%
Fuller & Thaler Asset Management
295
Fuller & Thaler Asset Management
California
$152K
RFS
296
Rockefeller Financial Services
New York
$150K
SEI Investments
297
SEI Investments
Pennsylvania
$134K -$2.14M -46,392 -94%
WTC
298
WhitTier Trust Company
Nevada
$117K
IR
299
Invictus RG
Bermuda
$109K -$421K -9,147 -79%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$99K +$4.65K +101 +5%