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Donaldson
DCI

Overview Fund Activity

340 hedge funds and large institutions have $4.72B invested in Donaldson in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
117
Reduced
118
Closed
29
Calls
$1.34M
Puts
$1.02M
Net Calls
+$320K
Net Calls Change
+$312K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$155M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$69.7M
3
VVP
3
Vulcan Value Partners
Alabama
$19M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$197M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$559M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.56M
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$431K
3
ZIM
3
Zacks Investment Management
Illinois
$242K
4
EVM
4
Eaton Vance Management
Massachusetts
$9.66M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$36.2M -$2.38M -52,827 -6%
BHIA
27
Birch Hill Investment Advisors
Massachusetts
$36.1M +$234K +5,190 +0.7%
American Century Companies
28
American Century Companies
Missouri
$35.9M -$188K -4,170 -0.5%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$33.8M -$1.21M -26,739 -3%
FMW
30
Farr Miller & Washington
District of Columbia
$33.5M +$8.59M +190,321 +34%
CB
31
Cooke & Bieler
Pennsylvania
$31.4M +$2.09M +46,390 +7%
Wells Fargo
32
Wells Fargo
California
$30.2M +$1.14M +25,229 +4%
MPIA
33
Mountain Pacific Investment Advisers
Idaho
$30M -$3.02K -67 -0%
SIC
34
Schwartz Investment Counsel
Michigan
$24.4M – – –
MTC
35
McDaniel Terry & Co
Texas
$24M +$11.4K +252 +0%
Charles Schwab
36
Charles Schwab
California
$22.7M +$1.48M +32,890 +7%
Invesco
37
Invesco
Georgia
$22.5M +$3.33M +73,717 +17%
VVP
38
Vulcan Value Partners
Alabama
$19M +$19M +421,298 New
Goldman Sachs
39
Goldman Sachs
New York
$19M +$3.23M +71,672 +21%
Deutsche Bank
40
Deutsche Bank
Germany
$17.4M +$11.8M +262,503 +213%
CIM
41
Confluence Investment Management
Missouri
$16.7M +$574K +12,719 +4%
PAMU
42
Pictet Asset Management (UK)
United Kingdom
$16.1M +$1.1M +24,402 +7%
IAMU
43
Impax Asset Management (UK)
United Kingdom
$14.8M +$2.12M +47,046 +17%
Bank of America
44
Bank of America
North Carolina
$14.6M -$338K -7,490 -2%
WP
45
WMS Partners
Maryland
$14.2M – – –
Morgan Stanley
46
Morgan Stanley
New York
$14.2M -$7.42M -164,535 -34%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$13.7M -$300K -6,645 -2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$12.6M -$1.24M -27,501 -9%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$12.5M -$143K -3,172 -1%
QCMNJ
50
Quantum Capital Management (New Jersey)
New Jersey
$12.2M +$3.69M +81,754 +43%
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