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Donaldson
DCI

Overview Fund Activity

370 hedge funds and large institutions have $4.4B invested in Donaldson in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 88 increasing their positions, 136 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+7
Holders Change %
+1.93%
% of All Funds
8.26%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
67
Increased
88
Reduced
136
Closed
59
Calls
$1.09M
Puts
$916K
Net Calls
+$178K
Net Calls Change
-$311K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$556M
2
Citadel Advisors
Citadel Advisors
Florida
$7.22M
3
Ameriprise
Ameriprise
Minnesota
$52.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
$9.58M
5
First Trust Advisors
First Trust Advisors
Illinois
$6.97M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$3.81M
2
ACM
Atlanta Capital Management
Georgia
$114M
3
State Street
State Street
Massachusetts
$219M
4
WP
WMS Partners
Maryland
$0
5
RA
Royce & Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
401
Azimuth Capital Management
Michigan
– -$251K -4,300 Closed
GJIC
402
Gamble Jones Investment Counsel
California
– -$237K -4,075 Closed
GC
403
Guggenheim Capital
Illinois
– -$237K -4,065 Closed
MFW
404
Meristem Family Wealth
Minnesota
– -$237K -4,060 Closed
Qube Research & Technologies (QRT)
405
Qube Research & Technologies (QRT)
United Kingdom
– -$236K -4,051 Closed
GT
406
Glenview Trust
Kentucky
– -$233K -4,000 Closed
BTS
407
BB&T Securities
Virginia
– -$228K -3,919 Closed
ISL
408
Ingalls & Snyder LLC
New York
– -$225K -3,865 Closed
SMC
409
S. Muoio & Co
New York
– -$224K -3,842 Closed
B
410
Bailard
California
– -$216K -3,700 Closed
TAM
411
Trillium Asset Management
Massachusetts
– -$215K -3,688 Closed
BF
412
BOK Financial
Oklahoma
– -$212K -3,641 Closed
HHAA
413
Henry H. Armstrong Associates
Pennsylvania
– -$204K -3,500 Closed
II
414
Ibex Investors
Colorado
– -$201K -3,456 Closed
APP
415
Avantax Planning Partners
Iowa
– -$148K -2,537 Closed
CBT
416
Capital Bank & Trust
California
– -$25K -433 Closed
CGT
417
Capital Guardian Trust
California
– -$24K -414 Closed
Barrow, Hanley, Mewhinney & Strauss
418
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$22K -377 Closed
IP
419
Isthmus Partners
Wisconsin
– -$19K -332 Closed
OWA
420
One Wealth Advisors
California
– -$17K -287 Closed
WSTAM
421
Wilbanks Smith & Thomas Asset Management
Virginia
– -$10K -177 Closed
TPWA
422
TRUE Private Wealth Advisors
Oregon
– -$6.35K -109 Closed
SPIA
423
Steward Partners Investment Advisory
New York
– -$3K -60 Closed
CAG
424
Csenge Advisory Group
Florida
– -$1K -25 Closed
CFD
425
Creative Financial Designs
Indiana
– -$1K -21 Closed
14 15 16
17
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