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Donaldson

368 hedge funds and large institutions have $5.02B invested in Donaldson in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more funds holding

Funds holding: 337368 (+31)

7% more capital invested

Capital invested by funds: $4.69B → $5.02B (+$326M)

0.31% more ownership

Funds ownership: 78.62%78.93% (+0.31%)

6% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 126

Holders
368
Holders Change
+31
Holders Change %
+9.2%
% of All Funds
8.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
57
Increased
119
Reduced
126
Closed
24
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
276
Segall Bryant & Hamill
Illinois
$246K +$240K +5,034 New
CPIG
277
Chicago Partners Investment Group
Illinois
$245K
CFB
278
Cullen/Frost Bankers
Texas
$245K
WTB
279
Washington Trust Bank
Washington
$245K
NIM
280
Northeast Investment Management
Massachusetts
$243K -$9.91K -208 -4%
Macquarie Group
281
Macquarie Group
Australia
$243K +$193K +4,058 +451%
PCM
282
Parsons Capital Management
Rhode Island
$242K
GJIC
283
Gamble Jones Investment Counsel
California
$242K +$5.24K +110 +2%
WAM
284
Wealthspire Advisors (Maryland)
Maryland
$236K +$3.29K +69 +1%
VRS
285
Virginia Retirement Systems
Virginia
$235K -$267K -5,600 -54%
DekaBank Deutsche Girozentrale
286
DekaBank Deutsche Girozentrale
Germany
$226K
CI
287
Cigna Investments
Connecticut
$225K -$18.8K -395 -8%
N
288
Natixis
France
$222K -$244K -5,110 -53%
Baird Financial Group
289
Baird Financial Group
Wisconsin
$219K +$213K +4,469 New
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$215K
ACM
291
Azimuth Capital Management
Michigan
$210K +$205K +4,300 New
Truist Financial
292
Truist Financial
North Carolina
$210K +$205K +4,300 New
BP
293
Ballentine Partners
Massachusetts
$204K -$172K -3,600 -46%
ECM
294
ETrade Capital Management
Virginia
$202K +$197K +4,132 New
TG
295
TLP Group
Illinois
$192K -$112K -2,342 -37%
MA
296
MUFG Americas
New York
$177K -$3.34K -70 -2%
RFS
297
Rockefeller Financial Services
New York
$162K
Fuller & Thaler Asset Management
298
Fuller & Thaler Asset Management
California
$158K +$52.4K +1,100 +52%
AG
299
Advisor Group
Arizona
$154K +$71.4K +1,498 +91%
LNB
300
Ledyard National Bank
$152K