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Donaldson

347 hedge funds and large institutions have $4.58B invested in Donaldson in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
-20
Holders Change %
-5.45%
% of All Funds
7.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
27
Increased
124
Reduced
116
Closed
43
Calls
$1.01M
Puts
$1.01M
Net Calls
+$8K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
301
Smithfield Trust
Pennsylvania
$33K
SWM
302
SeaCrest Wealth Management
New York
$32K
Barrow, Hanley, Mewhinney & Strauss
303
Barrow, Hanley, Mewhinney & Strauss
Texas
$31K
PHK
304
Point72 Hong Kong
Hong Kong
$24K +$14.5K +320 +154%
BWP
305
Baldwin Wealth Partners
Massachusetts
$23K
ME
306
McIlrath & Eck
Washington
$22K
MFW
307
Mosaic Family Wealth
Missouri
$21K +$13.8K +305 +191%
SF
308
Synovus Financial
Georgia
$21K +$21K +455 New
IA
309
IFP Advisors
Florida
$19K
GAM
310
Gemmer Asset Management
California
$17K
IP
311
Isthmus Partners
Wisconsin
$15K
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$14K
PCP
313
Proficio Capital Partners
Massachusetts
$14K
PK
314
Pflug Koory
Nebraska
$14K
OWA
315
One Wealth Advisors
California
$13K -$906 -20 -7%
CCM
316
Covington Capital Management
California
$13K
TL
317
TrueWealth LLC
Georgia
$10K
AF
318
Arrow Financial
New York
$9K
TCM
319
TD Capital Management
Tennessee
$9K
PA
320
Parallel Advisors
California
$9K
RE
321
RBC Europe
United Kingdom
$8.83K
JCM
322
Jacobi Capital Management
Pennsylvania
$8K
VCM
323
Versant Capital Management
Arizona
$7K
QCG
324
Quadrant Capital Group
Ohio
$6K
WT
325
Whittier Trust
California
$5K -$31.3K -721 -86%