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Donaldson
DCI

Overview Fund Activity

314 hedge funds and large institutions have $4.88B invested in Donaldson in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+11
Holders Change %
+3.63%
% of All Funds
9.12%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
35
Increased
107
Reduced
118
Closed
22
Calls
$2.71M
Puts
$742K
Net Calls
+$1.97M
Net Calls Change
+$1.39M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$149M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$35.5M
3
ACM
3
Atlanta Capital Management
Georgia
$96.3M
4
BFA
4
BlackRock Fund Advisors
California
$164M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$383M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$130M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$155M
3
Goldman Sachs
3
Goldman Sachs
New York
$22.7M
4
State Street
4
State Street
Massachusetts
$157M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$56.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
51
Fidelity International
Bermuda
$15.1M -$10.4M -240,227 -41%
GCM
52
Geneva Capital Management
Wisconsin
$13.7M +$3.7M +85,193 +37%
WP
53
WMS Partners
Maryland
$13.7M – – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$13.5M -$1.48M -34,012 -10%
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$13.2M +$138K +3,171 +1%
TCIM
56
TIAA CREF Investment Management
New York
$13M -$405K -9,314 -3%
CAM
57
Congress Asset Management
Massachusetts
$12.6M -$2.87M -65,974 -18%
BAM
58
Barrett Asset Management
New York
$12.4M -$162K -3,725 -1%
Citadel Advisors
59
Citadel Advisors
Florida
$12.4M -$1.7M -39,001 -12%
NFA
60
Nationwide Fund Advisors
Ohio
$12.2M +$623K +14,343 +5%
AIG
61
American International Group
New York
$11.9M -$444K -10,223 -4%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$11.6M -$853K -19,623 -7%
Allianz Asset Management
63
Allianz Asset Management
Germany
$11.6M -$1.2M -27,632 -9%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$11.5M +$82.6K +1,900 +0.7%
FMW
65
Farr Miller & Washington
District of Columbia
$11.5M +$234K +5,391 +2%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$11M -$600K -13,800 -5%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$10M -$22.4K -516 -0.2%
EVM
68
Eaton Vance Management
Massachusetts
$9.83M +$8.63M +198,506 +720%
Charles Schwab
69
Charles Schwab
California
$9.55M +$793K +18,250 +9%
RCP
70
Rothschild Capital Partners
New York
$9.09M +$404K +9,303 +5%
U
71
UBS
Switzerland
$9.01M +$800K +18,414 +10%
BG
72
Bahl & Gaynor
Ohio
$8.71M +$690K +15,886 +9%
ICAP
73
Independence Capital Asset Partners
Colorado
$8.69M +$2.85M +65,508 +49%
HIC
74
Harvey Investment Company
Kentucky
$8.65M -$203K -4,666 -2%
MAA
75
Managed Account Advisors
New Jersey
$8.28M +$1.6M +36,826 +24%
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