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Donaldson
DCI

Overview Fund Activity

347 hedge funds and large institutions have $4.58B invested in Donaldson in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-20
Holders Change %
-5.45%
% of All Funds
7.96%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
124
Reduced
116
Closed
43
Calls
$1.01M
Puts
$1.01M
Net Calls
+$8K
Net Calls Change
-$51K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$180M
2
Ameriprise
2
Ameriprise
Minnesota
$48.9M
3
BTW
3
Boston Trust Walden
Massachusetts
$70.5M
4
BlackRock
4
BlackRock
New York
$504M
5
Invesco
5
Invesco
Georgia
$19.1M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$28.4M
2
Millennium Management
2
Millennium Management
New York
$928K
3
MWNA
3
Marshall Wace North America
New York
$626K
4
FQ
4
First Quadrant
California
$4.37M
5
State Street
5
State Street
Massachusetts
$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
276
Schroder Investment Management Group
United Kingdom
$140K -$822K -18,200 -85%
LNB
277
Ledyard National Bank
$140K – – –
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$135K +$8.04K +179 +6%
AG
279
Advisor Group
Arizona
$133K -$7.43K -166 -5%
PWM
280
Perigon Wealth Management
California
$131K – – –
Fuller & Thaler Asset Management
281
Fuller & Thaler Asset Management
California
$128K -$18.1K -400 -12%
RCAG
282
Rehmann Capital Advisory Group
Michigan
$127K +$127K +2,809 New
APP
283
Avantax Planning Partners
Iowa
$117K +$117K +2,602 New
WTC
284
WhitTier Trust Company
Nevada
$115K – – –
AF
285
Advisornet Financial
Minnesota
$114K – – –
MCM
286
McKinley Capital Management
Alaska
$102K -$5.84K -130 -5%
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$94K -$4.8K -107 -5%
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$86K – – –
GT
289
Glenmede Trust
Pennsylvania
$77K – – –
PCG
290
Private Capital Group
Connecticut
$76K – – –
EMG
291
ETF Managers Group
New Jersey
$67K +$8.32K +192 +14%
AAMU
292
Amundi Asset Management US
Massachusetts
$66K +$66K +1,465 New
Walleye Trading
293
Walleye Trading
New York
$60K -$67.7K -1,495 -53%
GWM
294
Geneos Wealth Management
Colorado
$57K -$15.6K -350 -21%
S
295
SignatureFD
Georgia
$46K +$46K +1,020 New
BFEC
296
Benjamin F. Edwards & Company
Missouri
$45K – – –
HT
297
Heritage Trust
Oklahoma
$45K – – –
CAGAS
298
Capital Advisory Group Advisory Services
Minnesota
$40K +$40K +880 New
BCM
299
Brasada Capital Management
Texas
$39K +$39K +860 New
CTC
300
Central Trust Company
Missouri
$36K – – –
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12
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