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Donaldson
DCI

Overview Fund Activity

350 hedge funds and large institutions have $4.76B invested in Donaldson in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
8.73%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
38
Increased
97
Reduced
149
Closed
39
Calls
$774K
Puts
$209K
Net Calls
+$565K
Net Calls Change
-$162K

Top Buyers

1
BlackRock
1
BlackRock
New York
$473M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$553M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$110M
4
Prudential Financial
4
Prudential Financial
New Jersey
$23.1M
5
RCMC
5
RK Capital Management (Colorado)
Colorado
$8.08M

Top Sellers

1
State Street
1
State Street
Massachusetts
$286M
2
CB
2
Cooke & Bieler
Pennsylvania
$68.9M
3
Millennium Management
3
Millennium Management
New York
$5.84M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$38M +$136K +2,997 +0.4%
Principal Financial Group
27
Principal Financial Group
Iowa
$36.6M +$1.87M +41,106 +5%
SIC
28
Schwartz Investment Counsel
Michigan
$35.1M -$3.87M -85,000 -10%
BHIA
29
Birch Hill Investment Advisors
Massachusetts
$34.5M +$1.12M +24,585 +3%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$33.4M +$1.19M +26,077 +4%
Morgan Stanley
31
Morgan Stanley
New York
$31M -$19.4M -426,868 -39%
MPIA
32
Mountain Pacific Investment Advisers
Idaho
$29.6M +$1.22M +26,901 +4%
CIP
33
Champlain Investment Partners
Vermont
$29.4M -$11.8M -258,335 -29%
Goldman Sachs
34
Goldman Sachs
New York
$27.8M -$5.19M -113,970 -16%
Wells Fargo
35
Wells Fargo
California
$26.6M +$1.85M +40,601 +7%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$25.5M -$1.16M -25,503 -4%
FQ
37
First Quadrant
California
$25.3M +$5.04M +110,673 +25%
Charles Schwab
38
Charles Schwab
California
$25.2M +$2.02M +44,268 +9%
MTC
39
McDaniel Terry & Co
Texas
$25M +$21.9K +482 +0.1%
FMW
40
Farr Miller & Washington
District of Columbia
$24.8M -$16.5K -363 -0.1%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$23.1M -$552K -12,130 -2%
Prudential Financial
42
Prudential Financial
New Jersey
$23.1M +$13.8M +303,430 +149%
NFA
43
Nationwide Fund Advisors
Ohio
$20.1M +$684K +15,030 +4%
VFA
44
Virtus Fund Advisers
Connecticut
$19.9M -$1.51M -33,275 -7%
First Trust Advisors
45
First Trust Advisors
Illinois
$19.1M +$5.44M +119,432 +40%
EAM
46
Edge Asset Management
Washington
$18.5M -$388K -8,522 -2%
Ameriprise
47
Ameriprise
Minnesota
$16.4M +$585K +12,840 +4%
Bank of America
48
Bank of America
North Carolina
$15.4M -$4.26M -93,546 -22%
TCIM
49
TIAA CREF Investment Management
New York
$15M -$535K -11,746 -3%
CIM
50
Confluence Investment Management
Missouri
$14.9M +$761K +16,723 +5%
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