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Donaldson

337 hedge funds and large institutions have $4.69B invested in Donaldson in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $4.68B → $4.69B (+$11.4M)

0.09% more ownership

Funds ownership: 78.52%78.62% (+0.09%)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 344337 (-7)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
337
Holders Change
-7
Holders Change %
-2.03%
% of All Funds
8.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
27
Increased
116
Reduced
121
Closed
29
Calls
$126K
Puts
Net Calls
+$126K
Net Calls Change
-$380K
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
276
DekaBank Deutsche Girozentrale
Germany
$226K +$222K +4,800 New
GJIC
277
Gamble Jones Investment Counsel
California
$222K -$9.25K -200 -4%
WAM
278
Wealthspire Advisors (Maryland)
Maryland
$219K +$2.13K +46 +1%
Zurich Cantonal Bank
279
Zurich Cantonal Bank
Switzerland
$216K
OC
280
Oppenheimer & Co
New York
$212K
MFW
281
Mosaic Family Wealth
Missouri
$211K +$7.31K +158 +4%
MF
282
Magnetar Financial
Illinois
$201K +$202K +4,366 New
CIBC Asset Management
283
CIBC Asset Management
Ontario, Canada
$201K +$203K +4,386 New
MCM
284
McKinley Capital Management
Alaska
$189K -$14.3K -310 -7%
OAM
285
Oppenheimer Asset Management
New York
$185K -$1.67K -36 -0.9%
MA
286
MUFG Americas
New York
$170K +$694 +15 +0.4%
RFS
287
Rockefeller Financial Services
New York
$152K
LNB
288
Ledyard National Bank
$143K -$13.9K -300 -9%
PWM
289
Perigon Wealth Management
California
$134K +$64.8K +1,400 +92%
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$130K +$30.3K +654 +30%
WTC
291
WhitTier Trust Company
Nevada
$118K
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$105K -$89.4K -1,933 -46%
Fuller & Thaler Asset Management
293
Fuller & Thaler Asset Management
California
$98K -$55.5K -1,200 -36%
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$88K +$9.76K +211 +12%
EWM
295
Evercore Wealth Management
New York
$87K
GWM
296
Geneos Wealth Management
Colorado
$77K
AG
297
Advisor Group
Arizona
$76K +$9.76K +211 +15%
GT
298
Glenmede Trust
Pennsylvania
$72K -$13.9K -300 -16%
Credit Agricole
299
Credit Agricole
France
$65K -$539K -11,657 -89%
EMG
300
ETF Managers Group
New Jersey
$53K +$4.44K +96 +9%