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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 %
AB
176
AT Bancorp
Iowa
$707K +$707K +16,284 New
FMC
177
First Merchants Corp
Indiana
$702K -$9.11K -210 -1%
AIM
178
Allen Investment Management
New York
$694K – – –
Baird Financial Group
179
Baird Financial Group
Wisconsin
$684K +$487K +11,234 +247%
CRC
180
Curi RMB Capital
Illinois
$683K +$683K +15,740 New
SCA
181
Snowden Capital Advisors
New York
$681K -$39.6K -912 -5%
PP
182
Paloma Partners
Connecticut
$679K -$1.83M -42,179 -73%
SOADOR
183
State of Alaska Department of Revenue
Alaska
$679K -$3.68K -85 -0.5%
SAM
184
Securian Asset Management
Minnesota
$678K -$7.51K -173 -1%
GCP
185
GSA Capital Partners
United Kingdom
$678K +$61.2K +1,410 +10%
TA
186
Tiedemann Advisors
New York
$671K +$671K +15,450 New
EP
187
Elkfork Partners
Oregon
$659K – – –
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$651K +$651K +14,986 New
GLA
189
Great Lakes Advisors
Illinois
$649K +$60.8K +1,401 +10%
Aristotle Capital Management
190
Aristotle Capital Management
California
$647K – – –
GH
191
GAM Holding
Switzerland
$642K +$183K +4,287 +40%
JG
192
Jefferies Group
New York
$621K +$84.8K +1,954 +16%
CGH
193
Crossmark Global Holdings
Texas
$600K -$27.8K -640 -4%
LIM
194
Leavell Investment Management
Alabama
$564K – – –
SBH
195
Segall Bryant & Hamill
Illinois
$563K – – –
HB
196
Homrich & Berg
Georgia
$552K +$552K +12,719 New
EHWM
197
Eads & Heald Wealth Management
Georgia
$545K -$2.87K -66 -0.5%
SG Americas Securities
198
SG Americas Securities
New York
$538K -$58K -1,338 -10%
WCM
199
Weld Capital Management
New York
$528K +$528K +12,170 New
PIA
200
Piedmont Investment Advisors
North Carolina
$523K +$142K +3,276 +37%
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8
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