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Donaldson
DCI

Overview Fund Activity

370 hedge funds and large institutions have $4.4B invested in Donaldson in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 88 increasing their positions, 136 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+7
Holders Change %
+1.93%
% of All Funds
8.26%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
67
Increased
88
Reduced
136
Closed
59
Calls
$1.09M
Puts
$916K
Net Calls
+$178K
Net Calls Change
-$311K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$556M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.22M
3
Ameriprise
3
Ameriprise
Minnesota
$52.4M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$9.58M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$6.97M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$3.81M
2
ACM
2
Atlanta Capital Management
Georgia
$114M
3
State Street
3
State Street
Massachusetts
$219M
4
WP
4
WMS Partners
Maryland
$0
5
RA
5
Royce & Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$974K -$163K -3,762 -14%
SRAM
152
Stone Ridge Asset Management
New York
$970K -$473K -10,903 -33%
XK
153
Xact Kapitalforvaltning
Sweden
$969K +$299K +6,900 +45%
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$945K -$5.08K -117 -0.5%
BCWM
155
Bartlett & Co Wealth Management
Ohio
$933K -$1.95K -45 -0.2%
BC
156
Bartlett & Co
Ohio
$933K -$1.95K -45 -0.2%
William Blair & Company
157
William Blair & Company
Illinois
$932K -$214K -4,932 -19%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$921K -$1.13K -26 -0.1%
ASN
159
Advisory Services Network
Georgia
$919K +$22.2K +511 +2%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$898K +$898K +18,594 New
O
161
OppenheimerFunds
New York
$883K +$232K +5,346 +36%
HighTower Advisors
162
HighTower Advisors
Illinois
$872K +$5.76K +133 +0.7%
USAA
163
United Services Automobile Association
Texas
$868K – – –
IG
164
ING Group
Netherlands
$851K +$690K +15,887 +427%
MCIM
165
Meadow Creek Investment Management
Georgia
$838K – – –
AQR Capital Management
166
AQR Capital Management
Connecticut
$823K +$823K +18,957 New
AWM
167
Alterna Wealth Management
Texas
$811K +$811K +17,800 New
FAM
168
Formidable Asset Management
Ohio
$805K – – –
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$803K -$2.01M -46,283 -71%
VanEck Associates
170
VanEck Associates
New York
$799K +$149K +3,441 +23%
SLG
171
Stanley-Laman Group
Pennsylvania
$771K -$16.9K -390 -2%
HIC
172
Hartline Investment Corp
Illinois
$766K -$1.25M -28,905 -62%
DAS
173
Dynamic Advisor Solutions
Arizona
$736K -$10.3K -215 -1%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$711K -$87.7K -2,022 -11%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$709K -$139K -3,196 -16%
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