We are live on ! Find out more
DCI icon

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
HNB
351
Huntington National Bank
Ohio
$6K +$763 +16 +15%
MCM
352
Manchester Capital Management
Vermont
$5K
APA
353
American Portfolios Advisors
New York
$4.97K +$4.86K +102 New
CG
354
Cutler Group
California
$4K -$30.1K -631 -87%
EARNEST Partners
355
EARNEST Partners
Georgia
$4K +$3.43K +72 New
SWP
356
Stratos Wealth Partners
Ohio
$4K +$3.81K +80 New
CHC
357
City Holding Co
West Virginia
$3K -$1.29K -27 -28%
FHA
358
First Horizon Advisors
Tennessee
$3K
FPFS
359
First Personal Financial Services
North Carolina
$3K +$3.15K +66 New
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$2.35K +$2.29K +48 New
OFW
361
Omnia Family Wealth
Florida
$2K
SPIA
362
Steward Partners Investment Advisory
New York
$2K +$2.86K +60 New
CFD
363
Creative Financial Designs
Indiana
$1K
EFSCE
364
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
RWA
365
Ropes Wealth Advisors
Massachusetts
$1K +$1.05K +22 New
CAPTRUST Financial Advisors
366
CAPTRUST Financial Advisors
North Carolina
$1K +$1.29K +27 New
Walleye Trading
367
Walleye Trading
New York
$138 +$134K +2,819 New
PCG
368
Private Capital Group
Connecticut
$83 +$80.5K +1,689 New
NFA
369
Nationwide Fund Advisors
Ohio
-$21.2M -460,783 Closed
JIM
370
Jupiter Investment Management
United Kingdom
-$10.2M -223,106 Closed
HSA
371
Hussman Strategic Advisors
Maryland
-$3.44M -75,000 Closed
CCA
372
Catalyst Capital Advisors
New York
-$3.28M -71,473 Closed
OAM
373
Oxford Asset Management
United Kingdom
-$2.13M -46,365 Closed
Jacobs Levy Equity Management
374
Jacobs Levy Equity Management
New Jersey
-$1.96M -42,590 Closed
CEP
375
Chicago Equity Partners
Illinois
-$1.4M -30,370 Closed