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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 %
PIA
201
Piedmont Investment Advisors
North Carolina
$609K +$5.26K +105 +0.9%
F
202
F3Logic
Minnesota
$596K +$1.1K +22 +0.2%
ACI
203
AMP Capital Investors
Australia
$561K +$57K +1,157 +11%
AF
204
AMG Funds
Connecticut
$554K +$37.4K +747 +7%
TAM
205
Tyers Asset Management
Texas
$553K – – –
LCM
206
Laurion Capital Management
New York
$541K +$541K +10,800 New
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$527K +$76.7K +1,528 +17%
SW
208
SVB Wealth
Massachusetts
$515K – – –
NSAM
209
North Star Asset Management
Wisconsin
$514K -$26.2K -523 -5%
SCM
210
Sterling Capital Management
North Carolina
$501K – – –
BWM
211
BerganKDV Wealth Management
Minnesota
$501K +$501K +10,000 New
CBOA
212
Commonwealth Bank of Australia
Australia
$480K – – –
LWCFA
213
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$477K – – –
SG Americas Securities
214
SG Americas Securities
New York
$466K -$154K -3,089 -25%
BAM
215
Blueshift Asset Management
New Jersey
$456K -$5.76K -115 -1%
HB
216
Homrich & Berg
Georgia
$451K -$186K -3,719 -29%
SC
217
Sepio Capital
Utah
$444K -$7.71K -154 -2%
BCM
218
BlueCrest Capital Management
Jersey
$438K +$438K +8,751 New
ECM
219
ETrade Capital Management
Virginia
$435K +$62.1K +1,240 +17%
PP
220
Paloma Partners
Connecticut
$429K -$352K -7,048 -45%
WAM
221
World Asset Management
Michigan
$426K +$37.8K +755 +10%
FL
222
Fort LP
Maryland
$414K -$11.7K -233 -3%
VBFP
223
Valtinson Bruner Financial Planning
Minnesota
$406K -$43.2K -863 -10%
IP
224
Isthmus Partners
Wisconsin
$395K +$395K +4,386 New
KFS
225
Kurt F. Somerville
$394K -$57.5K -1,150 -13%
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9
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