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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 %
SRAM
176
Stone Ridge Asset Management
New York
$833K -$286K -5,713 -26%
AB
177
AT Bancorp
Iowa
$815K – – –
AIM
178
Allen Investment Management
New York
$801K – – –
CRC
179
Curi RMB Capital
Illinois
$800K +$11.6K +232 +1%
RJFSA
180
Raymond James Financial Services Advisors
Florida
$797K -$23.2K -464 -3%
FMC
181
First Merchants Corp
Indiana
$787K -$22.5K -450 -3%
SAM
182
Securian Asset Management
Minnesota
$777K -$5.01K -100 -0.6%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$775K +$24.4K +487 +3%
Squarepoint
184
Squarepoint
New York
$767K +$767K +15,315 New
EP
185
Elkfork Partners
Oregon
$760K – – –
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$758K -$60.6K -1,211 -7%
Man Group
187
Man Group
United Kingdom
$754K +$754K +15,049 New
DAS
188
Dynamic Advisor Solutions
Arizona
$751K -$21.6K -432 -3%
Aristotle Capital Management
189
Aristotle Capital Management
California
$746K – – –
SOADOR
190
State of Alaska Department of Revenue
Alaska
$744K -$39.3K -786 -5%
PCM
191
Perkins Capital Management
Minnesota
$735K -$500K -10,000 -41%
GLA
192
Great Lakes Advisors
Illinois
$667K -$81.4K -1,627 -11%
CGH
193
Crossmark Global Holdings
Texas
$665K -$27K -540 -4%
AI
194
Atria Investments
North Carolina
$655K +$180K +3,604 +38%
LIM
195
Leavell Investment Management
Alabama
$651K – – –
SBH
196
Segall Bryant & Hamill
Illinois
$651K – – –
FAM
197
Formidable Asset Management
Ohio
$636K -$1.46M -12,915 -70%
EHWM
198
Eads & Heald Wealth Management
Georgia
$636K +$7.26K +145 +1%
PA
199
Profund Advisors
Maryland
$625K +$216K +4,309 +53%
CIBC World Market
200
CIBC World Market
Ontario, Canada
$610K +$193K +3,846 +46%
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8
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