DCI icon

Donaldson
DCI

Overview Fund Activity

343 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.

Holders
343
Holders Change
-7
Holders Change %
-2%
% of All Funds
8.56%
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

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$67.4M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$40.5M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$57M
4
MWNA
4
Marshall Wace North America
New York
$22.1M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$10.4M

Top Sellers

1
CB
1
Cooke & Bieler
Pennsylvania
$18.8M
2
CIP
2
Champlain Investment Partners
Vermont
$0
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$0
4
VFA
4
Virtus Fund Advisers
Connecticut
$0
5
State Street
5
State Street
Massachusetts
$270M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$37.3M 819,048 -15,118 -2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$37.2M 816,217 -39,347 -5%
BHIA
28
Birch Hill Investment Advisors
Massachusetts
$35.4M 777,406 +20,360 +3%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$35.2M 771,884 +37,171 +5%
Morgan Stanley
30
Morgan Stanley
New York
$34.7M 762,463 +81,108 +12%
SIC
31
Schwartz Investment Counsel
Michigan
$30.8M 676,500 -95,000 -12%
MPIA
32
Mountain Pacific Investment Advisers
Idaho
$29.8M 655,007 +4,080 +0.6%
Wells Fargo
33
Wells Fargo
California
$26.7M 585,640 +1,305 +0.2%
Prudential Financial
34
Prudential Financial
New Jersey
$25.5M 558,924 +52,473 +10%
FQ
35
First Quadrant
California
$25.3M 556,169 – –
FMW
36
Farr Miller & Washington
District of Columbia
$25.1M 552,091 +6,511 +1%
MTC
37
McDaniel Terry & Co
Texas
$24.8M 545,063 -5,057 -0.9%
MWNA
38
Marshall Wace North America
New York
$22.1M 480,502 +422,292 +725%
NFA
39
Nationwide Fund Advisors
Ohio
$20.6M 452,535 +9,965 +2%
Goldman Sachs
40
Goldman Sachs
New York
$19.1M 419,838 -191,489 -31%
CB
41
Cooke & Bieler
Pennsylvania
$18.8M 411,812 -1,101,567 -73%
Charles Schwab
42
Charles Schwab
California
$18.7M 409,910 -143,491 -26%
TCIM
43
TIAA CREF Investment Management
New York
$18.2M 399,050 +70,401 +21%
Ameriprise
44
Ameriprise
Minnesota
$17.6M 386,535 +25,323 +7%
First Trust Advisors
45
First Trust Advisors
Illinois
$15.3M 336,793 -81,847 -20%
CIM
46
Confluence Investment Management
Missouri
$15.3M 335,466 +8,107 +2%
IAMU
47
Impax Asset Management (UK)
United Kingdom
$14.5M 317,981 +23,469 +8%
WP
48
WMS Partners
Maryland
$14.3M 314,996 – –
RCMC
49
RK Capital Management (Colorado)
Colorado
$14.2M 312,100 +134,600 +76%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$14.1M 310,622 +6,267 +2%
1
2
3 4 5