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Donaldson

343 hedge funds and large institutions have $5.84B invested in Donaldson in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 143 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-6
Holders Change %
-1.72%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
38
Increased
88
Reduced
143
Closed
33
Calls
$1.33M
Puts
$501K
Net Calls
+$827K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
GT
276
Glenview Trust
Kentucky
$207K -$23K -400 -10%
OAM
277
Oppenheimer Asset Management
New York
$185K -$2.18K -38 -1%
SFS
278
Sowell Financial Services
Arkansas
$183K +$143K +2,471 +353%
HPC
279
HM Payson & Co
Maine
$169K
WTC
280
WhitTier Trust Company
Nevada
$145K
AG
281
Advisor Group
Arizona
$135K +$3.85K +67 +3%
EW
282
Evoke Wealth
California
$127K +$58 +1 +0%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$108K
PA
284
Procyon Advisors
Connecticut
$104K +$104K +1,802 New
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$103K
PHK
286
Point72 Hong Kong
Hong Kong
$95K -$168K -2,921 -64%
PCG
287
Private Capital Group
Connecticut
$91K -$5.61K -98 -6%
O
288
Ossiam
France
$88K -$135K -2,346 -61%
GWM
289
Geneos Wealth Management
Colorado
$74K
MA
290
MUFG Americas
New York
$73K
KPW
291
Kore Private Wealth
New York
$72K +$72K +1,247 New
CFGS
292
Concourse Financial Group Securities
Alabama
$59K
PA
293
Parallel Advisors
California
$59K +$752 +13 +1%
S
294
SignatureFD
Georgia
$56K
TRCT
295
Tower Research Capital (TRC)
New York
$56K +$18.9K +330 +51%
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$49K -$16.8K -292 -25%
CTC
297
Central Trust Company
Missouri
$47K
CCA
298
Column Capital Advisors
Indiana
$44K +$44K +774 New
GG
299
Gleason Group
Kentucky
$42K +$42K +733 New
IA
300
IFP Advisors
Florida
$39K +$3.19K +55 +9%