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Donaldson

340 hedge funds and large institutions have $4.72B invested in Donaldson in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
117
Reduced
118
Closed
29
Calls
$1.34M
Puts
$1.02M
Net Calls
+$320K
Net Calls Change
+$312K
Name Holding Trade Value Shares
Change
Shares
Change %
PHK
301
Point72 Hong Kong
Hong Kong
$25K +$1.39K +31 +6%
BWP
302
Baldwin Wealth Partners
Massachusetts
$23K
ME
303
McIlrath & Eck
Washington
$22K
SF
304
Synovus Financial
Georgia
$21K
Barrow, Hanley, Mewhinney & Strauss
305
Barrow, Hanley, Mewhinney & Strauss
Texas
$17K -$13.7K -303 -45%
GAM
306
Gemmer Asset Management
California
$17K
IP
307
Isthmus Partners
Wisconsin
$15K
PCP
308
Proficio Capital Partners
Massachusetts
$14K
PK
309
Pflug Koory
Nebraska
$14K
IWP
310
Icon Wealth Partners
Texas
$14K +$14K +307 New
CCM
311
Covington Capital Management
California
$13K
OWA
312
One Wealth Advisors
California
$13K
TL
313
TrueWealth LLC
Georgia
$10K
JA
314
JOYN Advisors
Georgia
$10K +$7.37K +160 +281%
AF
315
Arrow Financial
New York
$9K
TCM
316
TD Capital Management
Tennessee
$9K
RE
317
RBC Europe
United Kingdom
$8.84K
JCM
318
Jacobi Capital Management
Pennsylvania
$8K +$45 +1 +0.6%
VCM
319
Versant Capital Management
Arizona
$7K
QCG
320
Quadrant Capital Group
Ohio
$6K +$349 +10 +6%
HNB
321
Huntington National Bank
Ohio
$6K +$923 +20 +18%
SMFS
322
Squar Milner Financial Services
California
$5K +$5K +108 New
APA
323
American Portfolios Advisors
New York
$4.62K
AssetMark Inc
324
AssetMark Inc
California
$4K -$1.01K -23 -20%
LF
325
Lee Financial
Texas
$4K