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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 %
HFS
151
HL Financial Services
Kentucky
$1.13M -$5.86K -117 -0.5%
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.13M +$4.46K +89 +0.4%
VanEck Associates
153
VanEck Associates
New York
$1.12M +$195K +3,901 +21%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$1.1M +$603K +12,055 +121%
BC
155
Bartlett & Co
Ohio
$1.07M -$5.01K -100 -0.5%
BCWM
156
Bartlett & Co Wealth Management
Ohio
$1.07M -$5.01K -100 -0.5%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$1.06M +$1.25K +25 +0.1%
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$1.06M +$137K +2,733 +15%
ASN
159
Advisory Services Network
Georgia
$1.06M +$2.05K +41 +0.2%
Holocene Advisors
160
Holocene Advisors
New York
$1.05M -$302K -6,028 -22%
OSIA
161
O'Shares Investment Advisers
Massachusetts
$1.05M -$146K -2,910 -12%
GH
162
GAM Holding
Switzerland
$1.02M +$265K +5,283 +35%
William Blair & Company
163
William Blair & Company
Illinois
$1.02M -$60.1K -1,200 -6%
USAA
164
United Services Automobile Association
Texas
$1M – – –
AQR Capital Management
165
AQR Capital Management
Connecticut
$985K +$36.2K +723 +4%
MCIM
166
Meadow Creek Investment Management
Georgia
$967K – – –
Barclays
167
Barclays
United Kingdom
$966K -$448K -8,961 -32%
Two Sigma Advisers
168
Two Sigma Advisers
New York
$937K -$2.02M -40,400 -68%
HighTower Advisors
169
HighTower Advisors
Illinois
$928K -$78.6K -1,573 -8%
SLG
170
Stanley-Laman Group
Pennsylvania
$912K +$22.9K +457 +3%
HIC
171
Hartline Investment Corp
Illinois
$888K +$5K +100 +0.6%
TA
172
Tiedemann Advisors
New York
$873K +$100K +2,000 +13%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$856K -$234K -4,678 -21%
SCA
174
Snowden Capital Advisors
New York
$854K +$67.9K +1,357 +9%
AAMU
175
Amundi Asset Management US
Massachusetts
$842K – – –
5 6
7
8 9