We are live on ! Find out more
DCI icon

Donaldson

515 hedge funds and large institutions have $7.32B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 186 increasing their positions, 178 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

2% more funds holding

Funds holding: 503515 (+12)

7% more call options, than puts

Call options by funds: $4.4M | Put options by funds: $4.13M

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 178

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.04% less ownership

Funds ownership: 85.99%84.95% (-1%)

5% less capital invested

Capital invested by funds: $7.73B → $7.32B (-$406M)

Holders
515
Holders Change
+12
Holders Change %
+2.39%
% of All Funds
7.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
186
Reduced
178
Closed
41
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
226
Citigroup
New York
$1.3M +$412K +5,617 +45%
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$1.3M -$18.6K -253 -1%
CCIA
228
Campbell & Co Investment Adviser
Maryland
$1.29M +$1.07M +14,612 +424%
WIC
229
Willis Investment Counsel
Georgia
$1.25M +$20.3K +277 +2%
HBWM
230
Hollow Brook Wealth Management
New York
$1.2M
Verition Fund Management
231
Verition Fund Management
Connecticut
$1.17M +$1.2M +16,299 New
AIM
232
Allen Investment Management
New York
$1.14M
IFU
233
iSAM Funds (UK)
United Kingdom
$1.12M +$892K +12,155 +342%
CC
234
Centiva Capital
New York
$1.12M +$1.15M +15,614 New
GCM
235
Graham Capital Management
Connecticut
$1.12M -$1.4M -19,060 -55%
NW
236
NewEdge Wealth
Pennsylvania
$1.08M -$50K -682 -4%
SA
237
Sanctuary Advisors
Indiana
$1.08M +$1.09M +14,879 New
AWM
238
Apollon Wealth Management
South Carolina
$1.07M +$5.06K +69 +0.5%
VAS
239
Vestmark Advisory Solutions
Massachusetts
$1.07M +$2.35K +32 +0.2%
Pictet Asset Management
240
Pictet Asset Management
Switzerland
$1.07M -$39.3K -535 -3%
Federated Hermes
241
Federated Hermes
Pennsylvania
$1.06M +$127K +1,729 +13%
NYLIM
242
New York Life Investment Management
New York
$1.05M +$178K +2,428 +20%
BNP Paribas Financial Markets
243
BNP Paribas Financial Markets
France
$1.04M +$22.5K +306 +2%
CGH
244
Crossmark Global Holdings
Texas
$1.04M -$64.2K -875 -6%
GIP
245
Granite Investment Partners
California
$1.02M -$18.1K -247 -2%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$1M +$44.3K +604 +4%
GBWM
247
Granite Bay Wealth Management
New Hampshire
$1M
LIM
248
Leavell Investment Management
Alabama
$988K +$59K +804 +6%
SC
249
Savant Capital
Illinois
$979K +$317K +4,320 +46%
PTC
250
Petrus Trust Company
Texas
$969K