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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 %
GT
301
Glenmede Trust
Pennsylvania
$85K – – –
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$78K +$78K +1,702 New
GWM
303
Geneos Wealth Management
Colorado
$76K – – –
PWM
304
Perigon Wealth Management
California
$69K – – –
AG
305
Advisor Group
Arizona
$66K -$9.88K -214 -13%
EMG
306
ETF Managers Group
New Jersey
$49K +$49K +1,066 New
HT
307
Heritage Trust
Oklahoma
$46K – – –
CMBA
308
C.M. Bidwell & Associates
Hawaii
$42K +$42K +933 New
HNB
309
Huntington National Bank
Ohio
$38K – – –
CTC
310
Central Trust Company
Missouri
$37K – – –
AIM
311
Acrospire Investment Management
Illinois
$36K -$104K -2,300 -74%
CG
312
Cutler Group
California
$33K +$33K +735 New
ST
313
Smithfield Trust
Pennsylvania
$29K – – –
Barrow, Hanley, Mewhinney & Strauss
314
Barrow, Hanley, Mewhinney & Strauss
Texas
$29K +$29K +629 New
PCM
315
Prelude Capital Management
New York
$27K -$20.4K -454 -43%
HA
316
Harfst & Associates
Wyoming
$25K – – –
BWP
317
Baldwin Wealth Partners
Massachusetts
$23K – – –
WA
318
WFG Advisors
Texas
$18K -$4.4K -99 -20%
GAM
319
Gemmer Asset Management
California
$17K – – –
IA
320
IFP Advisors
Florida
$16K – – –
PCP
321
Proficio Capital Partners
Massachusetts
$15K -$1.86K -40 -11%
IP
322
Isthmus Partners
Wisconsin
$15K -$1.36K -30 -8%
WT
323
Whittier Trust
California
$15K -$706 -16 -4%
BBHC
324
Brown Brothers Harriman & Co
New York
$15K – – –
PFP
325
Pinnacle Financial Partners
Tennessee
$15K +$15K +324 New
11 12
13
14 15