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Donaldson

344 hedge funds and large institutions have $4.68B invested in Donaldson in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 103 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50,600% more call options, than puts

Call options by funds: $507K | Put options by funds: $1K

29% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 103

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.59% less ownership

Funds ownership: 79.12%78.52% (-0.59%)

2% less capital invested

Capital invested by funds: $4.76B → $4.68B (-$77.7M)

7% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 43

2% less funds holding

Funds holding: 351344 (-7)

Holders
344
Holders Change
-7
Holders Change %
-1.99%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
40
Increased
133
Reduced
103
Closed
43
Calls
$507K
Puts
$1K
Net Calls
+$506K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
201
Dynamic Capital Management
Jersey
$648K -$538K -11,681 -45%
PA
202
Profund Advisors
Maryland
$647K -$267K -5,807 -29%
DAS
203
Dynamic Advisor Solutions
Arizona
$647K +$9.21K +200 +1%
Millennium Management
204
Millennium Management
New York
$646K -$5.26M -114,170 -89%
KI
205
Koch Industries
Kansas
$618K +$625K +13,574 New
EHWM
206
Eads & Heald Wealth Management
Georgia
$615K -$53.6K -1,165 -8%
Nomura Holdings
207
Nomura Holdings
Japan
$609K +$314K +6,819 +104%
Credit Agricole
208
Credit Agricole
France
$596K -$67.6K -1,469 -10%
CAM
209
Capstone Asset Management
Texas
$595K +$1.38K +30 +0.2%
Capital Fund Management (CFM)
210
Capital Fund Management (CFM)
France
$592K -$3.17M -68,760 -84%
LIM
211
Leavell Investment Management
Alabama
$592K
O
212
OppenheimerFunds
New York
$586K +$23.8K +516 +4%
JG
213
Jefferies Group
New York
$581K +$587K +12,755 New
MCIM
214
Meadow Creek Investment Management
Georgia
$578K +$228K +4,956 +64%
GAM
215
Gotham Asset Management
New York
$553K -$4.2M -91,282 -88%
NPC
216
National Planning Corporation
California
$543K
NSAM
217
North Star Asset Management
Wisconsin
$535K
VRS
218
Virginia Retirement Systems
Virginia
$533K -$249K -5,400 -32%
SW
219
SVB Wealth
Massachusetts
$529K
FRM
220
Fox Run Management
Connecticut
$501K +$507K +11,000 New
EMG
221
Ellington Management Group
Connecticut
$496K +$502K +10,900 New
BCB
222
Brian C. Broderick
$494K -$13.8K -300 -3%
AA
223
ALPS Advisors
Colorado
$490K +$1.29K +28 +0.3%
LIA
224
LS Investment Advisors
Michigan
$489K +$78.4K +1,703 +19%
BF
225
BOK Financial
Oklahoma
$486K +$124K +2,700 +34%