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Donaldson
DCI

Overview Fund Activity

367 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, 118 increasing their positions, 126 reducing their positions, and 24 closing their positions.

Holders
367
Holders Change
+31
Holders Change %
+9.23%
% of All Funds
8.34%
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
118
Reduced
126
Closed
24
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
-$67K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$134M
2
ACM
2
Atlanta Capital Management
Georgia
$167M
3
BlackRock
3
BlackRock
New York
$528M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$9.62M
5
MWNA
5
Marshall Wace North America
New York
$23.3M

Top Sellers

1
NFA
1
Nationwide Fund Advisors
Ohio
$0
2
American Century Companies
2
American Century Companies
Missouri
$46.5M
3
Millennium Management
3
Millennium Management
New York
$29.9M
4
JIM
4
Jupiter Investment Management
United Kingdom
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$84.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$138K 2,825 – –
WTC
302
WhitTier Trust Company
Nevada
$125K 2,551 -27 -1%
AF
303
Advisornet Financial
Minnesota
$123K 2,522 +2,522 New
TRCT
304
Tower Research Capital (TRC)
New York
$122K 2,501 -2,473 -50%
MCM
305
McKinley Capital Management
Alaska
$117K 2,400 -1,720 -42%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$108K 2,201 -83 -4%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$94K 1,913 – –
EWM
308
Evercore Wealth Management
New York
$93K 1,900 – –
QT
309
Quantbot Technologies
New York
$91K 1,868 -5,883 -76%
CIM
310
Chiron Investment Management
New York
$89K 1,814 -170,014 -99%
GWM
311
Geneos Wealth Management
Colorado
$79K 1,630 -50 -3%
GT
312
Glenmede Trust
Pennsylvania
$77K 1,581 – –
EMG
313
ETF Managers Group
New Jersey
$66K 1,354 +192 +17%
HT
314
Heritage Trust
Oklahoma
$49K 1,000 – –
BFEC
315
Benjamin F. Edwards & Company
Missouri
$49K 1,000 +1,000 New
WT
316
Whittier Trust
California
$41K 836 +496 +146%
CTC
317
Central Trust Company
Missouri
$40K 810 – –
CMBA
318
C.M. Bidwell & Associates
Hawaii
$40K 808 +730 +936%
ST
319
Smithfield Trust
Pennsylvania
$35K 720 +80 +13%
SWM
320
SeaCrest Wealth Management
New York
$34K 700 +700 New
Barrow, Hanley, Mewhinney & Strauss
321
Barrow, Hanley, Mewhinney & Strauss
Texas
$33K 680 – –
BWP
322
Baldwin Wealth Partners
Massachusetts
$24K 500 – –
ME
323
McIlrath & Eck
Washington
$24K 485 +485 New
BBHC
324
Brown Brothers Harriman & Co
New York
$21K 426 +103 +32%
IA
325
IFP Advisors
Florida
$19K 392 +36 +10%
11 12
13
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