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Donaldson

305 hedge funds and large institutions have $4.01B invested in Donaldson in 2014 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $2.63M | Put options by funds: $544K

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

3.29% more ownership

Funds ownership: 72.35%75.64% (+3.3%)

2% more funds holding

Funds holding: 299305 (+6)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $4.19B → $4.01B (-$189M)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 114

Holders
305
Holders Change
+6
Holders Change %
+2.01%
% of All Funds
8.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
35
Increased
92
Reduced
114
Closed
27
Calls
$2.63M
Puts
$544K
Net Calls
+$2.09M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAM
1
Columbia Wanger Asset Management
Illinois
$437M -$20.7M -522,000 -4%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$419M +$20.1M +506,125 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$355M +$743K +18,704 +0.2%
MPI
4
Mairs & Power Inc
Minnesota
$196M +$15.1M +380,074 +8%
BFA
5
BlackRock Fund Advisors
California
$143M -$5.3M -133,353 -3%
BIT
6
BlackRock Institutional Trust
California
$138M -$3.12M -78,594 -2%
State Street
7
State Street
Massachusetts
$129M -$5M -125,739 -4%
Norges Bank
8
Norges Bank
Norway
$114M
Neuberger Berman Group
9
Neuberger Berman Group
New York
$114M -$7.98M -200,950 -6%
CC
10
Capital Counsel
New York
$101M -$1.8M -45,374 -2%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$101M +$3.01M +75,734 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$95.1M -$24.7M -620,822 -20%
Franklin Resources
13
Franklin Resources
California
$87.3M +$30.8M +776,031 +52%
ACM
14
Atlanta Capital Management
Georgia
$84.2M -$549K -13,826 -0.6%
GI
15
GAMCO Investors
Connecticut
$74.1M -$5.57M -140,200 -7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$69.8M +$20.1M +505,200 +39%
GF
17
Gabelli Funds
New York
$52.6M -$199K -5,000 -0.4%
BTW
18
Boston Trust Walden
Massachusetts
$49.4M -$5.89M -148,355 -10%
Principal Financial Group
19
Principal Financial Group
Iowa
$49.2M +$2.26M +56,888 +5%
FAM
20
Fenimore Asset Management
New York
$42.3M -$536K -13,500 -1%
Northern Trust
21
Northern Trust
Illinois
$41.9M -$629K -15,834 -1%
RA
22
Royce & Associates
New York
$40.8M -$4.21M -105,920 -9%
US Bancorp
23
US Bancorp
Minnesota
$39.3M -$1.36M -34,229 -3%
American Century Companies
24
American Century Companies
Missouri
$30.8M +$65.6K +1,650 +0.2%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$29M -$4.02M -101,300 -12%