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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
CFSG
251
Community Financial Services Group
Vermont
$934K +$7.49K +102 +0.8%
X
252
Xponance
Pennsylvania
$927K -$429K -5,843 -31%
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
$900K -$4.58M -62,390 -83%
ET
254
Entropy Technologies
New York
$886K -$565K -7,698 -38%
Cetera Investment Advisers
255
Cetera Investment Advisers
Illinois
$876K -$36.5K -498 -4%
Lido Advisors
256
Lido Advisors
California
$875K -$690K -9,399 -43%
TCM
257
Teza Capital Management
Illinois
$871K +$893K +12,165 New
Osaic Holdings
258
Osaic Holdings
Arizona
$870K -$285K -3,887 -24%
DAS
259
Dynamic Advisor Solutions
Arizona
$839K -$5.06K -69 -0.6%
Chevy Chase Trust
260
Chevy Chase Trust
Maryland
$837K -$1.61K -22 -0.2%
VPIM
261
Vanguard Personalized Indexing Management
California
$813K +$10.7K +146 +1%
Deutsche Bank
262
Deutsche Bank
Germany
$810K +$20K +272 +2%
AAS
263
Avantax Advisory Services
Texas
$799K +$551K +7,512 +205%
BEI
264
Benjamin Edwards Inc
Missouri
$799K -$73.5K -1,001 -8%
Cerity Partners
265
Cerity Partners
New York
$797K +$173K +2,358 +27%
BONH
266
Bank of New Hampshire
New Hampshire
$795K -$14.5K -198 -2%
CRC
267
Curi RMB Capital
Illinois
$794K -$11.5K -157 -1%
PD
268
Point72 (DIFC)
United Arab Emirates
$781K +$281K +3,834 +54%
IIC
269
Ironwood Investment Counsel
Arizona
$776K -$33K -450 -4%
BC
270
Burney Company
Virginia
$759K -$103K -1,400 -12%
Walleye Capital
271
Walleye Capital
New York
$755K +$34.3K +467 +5%
VI
272
Vestcor Inc
New Brunswick, Canada
$754K -$55K -749 -7%
IIM
273
INTECH Investment Management
Florida
$722K +$740K +10,083 New
CA
274
Claro Advisors
Massachusetts
$718K -$31K -422 -4%
CP
275
Cumberland Partners
Ontario, Canada
$716K +$73.4K +1,000 +11%