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Donaldson

407 hedge funds and large institutions have $5.88B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

26% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.54M

3% more funds holding

Funds holding: 394407 (+13)

5% more capital invested

Capital invested by funds: $5.61B → $5.88B (+$263M)

0.59% more ownership

Funds ownership: 80.34%80.92% (+0.59%)

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 150

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
128
Reduced
150
Closed
40
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
276
Somerset Trust
Pennsylvania
$373K -$8.01K -134 -2%
CC
277
Centiva Capital
New York
$371K +$382K +6,384 New
GLA
278
Great Lakes Advisors
Illinois
$368K -$90.7K -1,517 -19%
WAM
279
World Asset Management
Michigan
$368K -$20.8K -348 -6%
HTHT
280
Hemenway Trust Hemenway Trust
New Hampshire
$361K
LNWWM
281
Laird Norton Wetherby Wealth Management
California
$356K
LNB
282
Ledyard National Bank
$353K -$8.37K -140 -2%
CANY
283
Caxton Associates (New York)
New York
$352K +$362K +6,054 New
FNBOO
284
First National Bank of Omaha
Nebraska
$343K
WB
285
WesBanco Bank
West Virginia
$330K +$339K +5,672 New
ST
286
Sabal Trust
Florida
$326K
NA
287
NewEdge Advisors
Louisiana
$326K +$1.44K +24 +0.4%
RJT
288
Raymond James Trust
Florida
$317K -$419 -7 -0.1%
SI
289
Stephens Inc
Arkansas
$305K -$60.5K -1,012 -16%
JMPWA
290
JP Morgan Private Wealth Advisors
California
$304K -$61.7K -1,032 -16%
BP
291
Ballentine Partners
Massachusetts
$296K
VBFP
292
Valtinson Bruner Financial Planning
Minnesota
$292K -$37.9K -634 -12%
LIA
293
LS Investment Advisors
Michigan
$291K -$95.5K -1,597 -24%
NIM
294
Northeast Investment Management
Massachusetts
$289K
PCM
295
Parsons Capital Management
Rhode Island
$288K
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$284K -$718 -12 -0.2%
WTC
297
WhitTier Trust Company
Nevada
$278K +$136K +2,271 +90%
TCM
298
Teza Capital Management
Illinois
$269K +$277K +4,630 New
1832 Asset Management
299
1832 Asset Management
Ontario, Canada
$268K +$270K +4,510 New
WS
300
Wedbush Securities
California
$267K -$478 -8 -0.2%