DCI icon

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 %
F
201
F3Logic
Minnesota
$518K +$9.49K +218 +2%
JIM
202
Jupiter Investment Management
United Kingdom
$516K +$278K +6,400 +116%
BA
203
Bridgewater Associates
Connecticut
$515K +$515K +11,878 New
JA
204
JLB & Associates
Michigan
$509K -$141K -3,240 -22%
ECM
205
ExodusPoint Capital Management
New York
$488K +$488K +11,245 New
PAM
206
Panagora Asset Management
Massachusetts
$483K – – –
TAM
207
Tyers Asset Management
Texas
$479K – – –
CEP
208
Chicago Equity Partners
Illinois
$477K +$477K +10,990 New
ACM
209
AlphaCrest Capital Management
New York
$473K +$473K +10,900 New
NSAM
210
North Star Asset Management
Wisconsin
$468K -$2.86K -66 -0.6%
DCM
211
Dupont Capital Management
Delaware
$457K +$457K +10,523 New
AF
212
AMG Funds
Connecticut
$448K -$95.7K -2,204 -18%
SW
213
SVB Wealth
Massachusetts
$446K -$2.17K -50 -0.5%
ACI
214
AMP Capital Investors
Australia
$436K -$114K -2,687 -21%
SCM
215
Sterling Capital Management
North Carolina
$434K – – –
HSBC Holdings
216
HSBC Holdings
United Kingdom
$433K -$152K -3,491 -26%
CBOA
217
Commonwealth Bank of Australia
Australia
$416K – – –
LWCFA
218
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$414K – – –
AI
219
Atria Investments
North Carolina
$411K +$58.5K +1,350 +17%
BAM
220
Blueshift Asset Management
New Jersey
$400K +$400K +9,216 New
SCM
221
Shelton Capital Management
Colorado
$398K – – –
KFS
222
Kurt F. Somerville
$392K -$8.69K -200 -2%
SC
223
Sepio Capital
Utah
$392K +$392K +9,028 New
VBFP
224
Valtinson Bruner Financial Planning
Minnesota
$390K +$390K +8,978 New
LTFS
225
Ladenburg Thalmann Financial Services
Florida
$389K +$8.76K +202 +2%
7 8
9
10 11