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Donaldson

344 hedge funds and large institutions have $4.68B invested in Donaldson in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 133 increasing their positions, 103 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50,600% more call options, than puts

Call options by funds: $507K | Put options by funds: $1K

29% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 103

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.59% less ownership

Funds ownership: 79.12%78.52% (-0.59%)

2% less capital invested

Capital invested by funds: $4.76B → $4.68B (-$77.7M)

7% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 43

2% less funds holding

Funds holding: 351344 (-7)

Holders
344
Holders Change
-7
Holders Change %
-1.99%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
40
Increased
133
Reduced
103
Closed
43
Calls
$507K
Puts
$1K
Net Calls
+$506K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evercore Wealth Management
New York
$87K
GT
302
Glenmede Trust
Pennsylvania
$85K
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$78K +$78.4K +1,702 New
GWM
304
Geneos Wealth Management
Colorado
$76K
PWM
305
Perigon Wealth Management
California
$69K
AG
306
Advisor Group
Arizona
$66K -$9.86K -214 -13%
EMG
307
ETF Managers Group
New Jersey
$49K +$49.1K +1,066 New
HT
308
Heritage Trust
Oklahoma
$46K
CMBA
309
C.M. Bidwell & Associates
Hawaii
$42K +$43K +933 New
HNB
310
Huntington National Bank
Ohio
$38K
CTC
311
Central Trust Company
Missouri
$37K
AIM
312
Acrospire Investment Management
Illinois
$36K -$106K -2,300 -74%
CG
313
Cutler Group
California
$33K +$33.8K +735 New
ST
314
Smithfield Trust
Pennsylvania
$29K
Barrow, Hanley, Mewhinney & Strauss
315
Barrow, Hanley, Mewhinney & Strauss
Texas
$29K +$29K +629 New
PCM
316
Prelude Capital Management
New York
$27K -$20.9K -454 -43%
HA
317
Harfst & Associates
Wyoming
$25K
BWP
318
Baldwin Wealth Partners
Massachusetts
$23K
WA
319
WFG Advisors
Texas
$18K -$4.56K -99 -20%
GAM
320
Gemmer Asset Management
California
$17K
IA
321
IFP Advisors
Florida
$16K
PCP
322
Proficio Capital Partners
Massachusetts
$15K -$1.84K -40 -11%
IP
323
Isthmus Partners
Wisconsin
$15K -$1.38K -30 -8%
WT
324
Whittier Trust
California
$15K -$737 -16 -4%
BBHC
325
Brown Brothers Harriman & Co
New York
$15K