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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 %
WPC
126
White Pine Capital
Minnesota
$1.68M -$1.75K -35 -0.1%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$1.66M +$18.7K +373 +1%
AF
128
Advisornet Financial
Minnesota
$1.55M -$78.3K -1,564 -5%
AB
129
Amalgamated Bank
New York
$1.52M +$20.8K +415 +1%
BFS
130
Bradley Foster & Sargent
Connecticut
$1.5M -$542K -10,820 -27%
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$1.48M -$549K -10,971 -27%
Mariner
132
Mariner
Kansas
$1.47M +$14.8K +296 +1%
SEI Investments
133
SEI Investments
Pennsylvania
$1.46M +$117K +2,328 +9%
PAM
134
Panagora Asset Management
Massachusetts
$1.46M +$905K +18,072 +162%
XK
135
Xact Kapitalforvaltning
Sweden
$1.38M +$260K +5,200 +23%
First Trust Advisors
136
First Trust Advisors
Illinois
$1.34M -$6.7M -133,911 -83%
M&T Bank
137
M&T Bank
New York
$1.33M +$31.3K +625 +2%
NMERB
138
New Mexico Educational Retirement Board
New Mexico
$1.31M – – –
OAM
139
Oxford Asset Management
United Kingdom
$1.26M +$932K +18,609 +285%
O
140
OppenheimerFunds
New York
$1.26M +$240K +4,798 +24%
Verition Fund Management
141
Verition Fund Management
Connecticut
$1.26M +$1.26M +25,073 New
RFC
142
Regions Financial Corp
Alabama
$1.25M -$10.2K -204 -0.8%
URS
143
Utah Retirement Systems
Utah
$1.21M +$6.46K +129 +0.5%
State of Wisconsin Investment Board
144
State of Wisconsin Investment Board
Wisconsin
$1.2M -$40K -800 -3%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$1.19M +$401K +8,015 +51%
GHCM
146
Glen Harbor Capital Management
California
$1.17M – – –
DekaBank Deutsche Girozentrale
147
DekaBank Deutsche Girozentrale
Germany
$1.17M +$1.17M +23,200 New
MERSOM
148
Municipal Employees' Retirement System of Michigan
Michigan
$1.17M -$385K -7,690 -25%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$1.14M – – –
NMIMC
150
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M -$71.2K -1,422 -6%
4 5
6
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