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Donaldson

385 hedge funds and large institutions have $4.77B invested in Donaldson in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
-16
Holders Change %
-3.99%
% of All Funds
6.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
142
Reduced
120
Closed
49
Calls
$1.31M
Puts
$1.32M
Net Calls
-$6K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
276
Stiles Financial Services
Minnesota
$214K +$819 +17 +0.4%
OFA
277
Oak Family Advisors
Illinois
$213K
SF
278
Synovus Financial
Georgia
$213K +$7.77K +162 +4%
II
279
Inspire Investing
Idaho
$212K -$5.54K -115 -3%
SFG
280
SNS Financial Group
Minnesota
$210K
Lido Advisors
281
Lido Advisors
California
$208K -$14.1K -294 -6%
ACIM
282
Azimuth Capital Investment Management
Michigan
$207K +$207K +4,300 New
VBFP
283
Valtinson Bruner Financial Planning
Minnesota
$204K -$6.35K -132 -3%
WB
284
WesBanco Bank
West Virginia
$202K -$33.8K -700 -14%
Pacer Advisors
285
Pacer Advisors
Pennsylvania
$202K +$202K +4,191 New
BP
286
Ballentine Partners
Massachusetts
$200K -$1.63K -34 -0.8%
SCA
287
Stonebridge Capital Advisors
Minnesota
$195K
SOW
288
State of Wyoming
Wyoming
$192K +$20.3K +423 +12%
JFGIW
289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K +$40.2K +835 +30%
C
290
Covestor
United Kingdom
$151K +$34.7K +722 +30%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$135K +$8.91K +185 +7%
CI Investments Inc
292
CI Investments Inc
Ontario, Canada
$114K -$61.9K -1,288 -35%
WT
293
Whittier Trust
California
$109K -$1.5K -31 -1%
Macquarie Group
294
Macquarie Group
Australia
$106K
EW
295
Evoke Wealth
California
$97K
SPIA
296
Steward Partners Investment Advisory
New York
$90K
PCG
297
Private Capital Group
Connecticut
$88K
BFPW
298
BOK Financial Private Wealth
Colorado
$84K +$84K +1,740 New
BEI
299
Benjamin Edwards Inc
Missouri
$82K +$2.32K +48 +3%
JWM
300
Janiczek Wealth Management
Colorado
$80K +$77.8K +1,426 +3,478%