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Donaldson
DCI

Overview Fund Activity

346 hedge funds and large institutions have $5.2B invested in Donaldson in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-24
Holders Change %
-6.49%
% of All Funds
7.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
116
Reduced
117
Closed
57
Calls
$876K
Puts
$415K
Net Calls
+$461K
Net Calls Change
+$283K

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$48.8M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$81.5M
3
State Street
3
State Street
Massachusetts
$288M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$35M
5
BTW
5
Boston Trust Walden
Massachusetts
$96.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$7.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.4M
3
Ameriprise
3
Ameriprise
Minnesota
$49.5M
4
SIC
4
Schwartz Investment Counsel
Michigan
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$5.09M – – –
PAM
77
Palisade Asset Management
Minnesota
$4.96M +$460K +9,198 +10%
Canada Life
78
Canada Life
Manitoba, Canada
$4.9M +$222K +4,437 +5%
SIC
79
SFE Investment Counsel
California
$4.85M -$245K -4,885 -5%
ASRS
80
Arizona State Retirement System
Arizona
$4.6M +$2.05K +41 +0%
TPSF
81
Texas Permanent School Fund
Texas
$4.35M +$157K +3,146 +4%
Comerica Bank
82
Comerica Bank
Texas
$4.27M -$60.7K -1,174 -1%
IHL
83
Investment House LLC
California
$4.2M -$25K -500 -0.6%
William Blair Investment Management
84
William Blair Investment Management
Illinois
$4.08M -$312K -6,232 -7%
NSIM
85
North Star Investment Management
Illinois
$4.05M -$37.5K -750 -0.9%
H
86
HoyleCohen
California
$3.94M -$17.5K -350 -0.4%
Creative Planning
87
Creative Planning
Kansas
$3.93M -$2K -40 -0.1%
MIM
88
MetLife Investment Management
New Jersey
$3.9M -$1.2K -24 -0%
BG
89
Bahl & Gaynor
Ohio
$3.87M – – –
Citadel Advisors
90
Citadel Advisors
Florida
$3.84M -$4.48M -89,504 -54%
Citigroup
91
Citigroup
New York
$3.68M +$2.02M +40,345 +121%
SI
92
Stephens Inc
Arkansas
$3.63M +$64.4K +1,287 +2%
Stifel Financial
93
Stifel Financial
Missouri
$3.62M +$959K +19,225 +36%
MSA
94
Mason Street Advisors
Wisconsin
$3.41M +$51K +1,019 +2%
EIP
95
Epoch Investment Partners
New York
$3.37M -$1.35M -26,973 -29%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$3.33M – – –
Canada Pension Plan Investment Board
97
Canada Pension Plan Investment Board
Ontario, Canada
$3.28M +$3.28M +65,500 New
UTC
98
Unified Trust Company
Kentucky
$3.22M +$878K +17,535 +37%
Victory Capital Management
99
Victory Capital Management
Texas
$3.21M +$3.09M +61,717 +2,633%
RCP
100
Rothschild Capital Partners
New York
$2.97M -$40.5K -808 -1%
2 3
4
5 6