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Donaldson

320 hedge funds and large institutions have $4.02B invested in Donaldson in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 124 increasing their positions, 98 reducing their positions, and 29 closing their positions.

Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
8.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
33
Increased
124
Reduced
98
Closed
29
Calls
$885K
Puts
$449K
Net Calls
+$436K
Net Calls Change
+$718K
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
276
Evercore Wealth Management
New York
$71K
KKAMG
277
Kernodle & Katon Asset Management Group
Arkansas
$71K +$71K +1,912 New
GWM
278
Geneos Wealth Management
Colorado
$62K
LAM
279
Lebenthal Asset Management
New York
$60K +$60K +1,600 New
PWM
280
Perigon Wealth Management
California
$57K
AG
281
Advisor Group
Arizona
$55K -$9.65K -262 -15%
CTC
282
Central Trust Company
Missouri
$38K
HNB
283
Huntington National Bank
Ohio
$32K -$14.7K -392 -32%
CG
284
Cutler Group
California
$30K +$30K +822 New
ST
285
Smithfield Trust
Pennsylvania
$24K
NIT
286
NumerixS Investment Technologies
British Columbia, Canada
$22K -$293K -8,000 -93%
Simplex Trading
287
Simplex Trading
Illinois
$21K +$21K +567 New
BWP
288
Baldwin Wealth Partners
Massachusetts
$19K
PCM
289
Penserra Capital Management
California
$17K +$6.79K +188 +66%
VCM
290
Versant Capital Management
Arizona
$15K
GAM
291
Gemmer Asset Management
California
$14K
IA
292
IFP Advisors
Florida
$14K +$8.9K +230 +174%
IP
293
Isthmus Partners
Wisconsin
$13K
Fuller & Thaler Asset Management
294
Fuller & Thaler Asset Management
California
$13K
HPBT
295
High Point Bank & Trust
North Carolina
$12K
BBHC
296
Brown Brothers Harriman & Co
New York
$12K
MFS
297
MSI Financial Services
Massachusetts
$11K -$1.82K -50 -14%
AssetMark Inc
298
AssetMark Inc
California
$11K +$308 +8 +3%
WCBA
299
Weaver C. Barksdale & Associates
Tennessee
$11K +$529 +14 +5%
BFEC
300
Benjamin F. Edwards & Company
Missouri
$11K +$8.42K +228 +326%