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Donaldson

350 hedge funds and large institutions have $4.76B invested in Donaldson in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
8.73%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
38
Increased
97
Reduced
149
Closed
39
Calls
$774K
Puts
$209K
Net Calls
+$565K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
301
Acrospire Investment Management
Illinois
$141K -$337K -7,400 -70%
RCM
302
Riverhead Capital Management
Delaware
$141K +$22.7K +500 +19%
WAM
303
Wealthspire Advisors (Maryland)
Maryland
$126K
AFA
304
Abacus FCF Advisors
Florida
$125K +$125K +2,740 New
WTC
305
WhitTier Trust Company
Nevada
$117K -$41.1K -906 -26%
CYG
306
Clean Yield Group
Vermont
$109K +$109K +2,400 New
GS
307
GAM Systematic
United Kingdom
$100K -$163K -3,583 -62%
Mitsubishi UFJ Asset Management
308
Mitsubishi UFJ Asset Management
Japan
$100K -$9.08K -200 -8%
JFGIW
309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96K -$9.14K -200 -9%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$94K
EWM
311
Evercore Wealth Management
New York
$86K
GT
312
Glenmede Trust
Pennsylvania
$85K -$18.1K -400 -18%
AG
313
Advisor Group
Arizona
$76K -$1.99K -43 -3%
GWM
314
Geneos Wealth Management
Colorado
$76K
PWM
315
Perigon Wealth Management
California
$69K +$69K +1,514 New
PCM
316
Prelude Capital Management
New York
$48K -$159K -3,500 -77%
HT
317
Heritage Trust
Oklahoma
$46K +$46K +1,000 New
HNB
318
Huntington National Bank
Ohio
$38K
CTC
319
Central Trust Company
Missouri
$37K -$9.14K -200 -20%
FMA
320
FNY Managed Accounts
New York
$32K +$32K +720 New
ST
321
Smithfield Trust
Pennsylvania
$29K
Simplex Trading
322
Simplex Trading
Illinois
$29K +$29K +642 New
HA
323
Harfst & Associates
Wyoming
$25K +$25K +560 New
BWP
324
Baldwin Wealth Partners
Massachusetts
$23K
WA
325
WFG Advisors
Texas
$23K +$9.17K +201 +66%