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Donaldson

344 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

50,600% more call options, than puts

Call options by funds: $507K | Put options by funds: $1K

29% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 103

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.59% less ownership

Funds ownership: 79.12%78.52% (-0.59%)

2% less capital invested

Capital invested by funds: $4.76B → $4.68B (-$77.7M)

7% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 43

2% less funds holding

Funds holding: 351344 (-7)

Holders
344
Holders Change
-7
Holders Change %
-1.99%
% of All Funds
8.58%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
326
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K +$14.9K +324 New
PK
327
Pflug Koory
Nebraska
$14K
WCBA
328
Weaver C. Barksdale & Associates
Tennessee
$12K
AF
329
Arrow Financial
New York
$10K
PA
330
Parallel Advisors
California
$9K -$3.68K -80 -29%
AssetMark Inc
331
AssetMark Inc
California
$9K -$1.57K -34 -15%
TCM
332
TD Capital Management
Tennessee
$9K
GBT
333
Grove Bank & Trust
Florida
$9K +$9.21K +200 New
PHK
334
Point72 Hong Kong
Hong Kong
$8K +$8.47K +184 New
VCM
335
Versant Capital Management
Arizona
$7K -$10.8K -235 -59%
WA
336
Winfield Associates
Ohio
$6K +$5.8K +126 New
MCM
337
Manchester Capital Management
Vermont
$5K
NFG
338
Next Financial Group
Texas
$5K
CHC
339
City Holding Co
West Virginia
$4K +$1.24K +27 +38%
FHA
340
First Horizon Advisors
Tennessee
$3K
QCG
341
Quadrant Capital Group
Ohio
$3K
OFW
342
Omnia Family Wealth
Florida
$2K
CFD
343
Creative Financial Designs
Indiana
$1K
EFSCE
344
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
CIP
345
Champlain Investment Partners
Vermont
-$29.4M -646,270 Closed
Mitsubishi UFJ Trust & Banking
346
Mitsubishi UFJ Trust & Banking
Japan
-$23.1M -508,392 Closed
VFA
347
Virtus Fund Advisers
Connecticut
-$19.9M -436,525 Closed
Baillie Gifford & Co
348
Baillie Gifford & Co
United Kingdom
-$11.6M -253,959 Closed
SCM
349
Sandler Capital Management
New York
-$8.01M -176,028 Closed
Lord, Abbett & Co
350
Lord, Abbett & Co
New Jersey
-$7.68M -168,790 Closed