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Donaldson

370 hedge funds and large institutions have $4.4B invested in Donaldson in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 88 increasing their positions, 136 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+7
Holders Change %
+1.93%
% of All Funds
8.26%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
67
Increased
88
Reduced
136
Closed
59
Calls
$1.09M
Puts
$916K
Net Calls
+$178K
Net Calls Change
-$311K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
301
Geneos Wealth Management
Colorado
$54K
CYG
302
Clean Yield Group
Vermont
$52K +$52K +1,200 New
ER
303
Enlightenment Research
Florida
$48K +$48K +1,100 New
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$47K +$344 +8 +0.7%
WT
305
Whittier Trust
California
$44K
TRCT
306
Tower Research Capital (TRC)
New York
$43K -$414K -9,510 -91%
HT
307
Heritage Trust
Oklahoma
$43K
S
308
SignatureFD
Georgia
$42K -$216 -5 -0.5%
CAGAS
309
Capital Advisory Group Advisory Services
Minnesota
$38K
PA
310
Parallel Advisors
California
$36K -$6.19K -146 -15%
AIM
311
Advantage Investment Management
Iowa
$36K +$173 +4 +0.5%
CTC
312
Central Trust Company
Missouri
$35K
PAMU
313
Pictet Asset Management (UK)
United Kingdom
$34.5K +$22.8K +526,465 +195%
PCM
314
Penserra Capital Management
California
$34K +$34K +792 New
ST
315
Smithfield Trust
Pennsylvania
$31K
CA
316
Claro Advisors
Massachusetts
$31K +$31K +537 New
SWM
317
SeaCrest Wealth Management
New York
$30K
CG
318
Cutler Group
California
$30K +$30K +700 New
IA
319
IFP Advisors
Florida
$27K -$14.2K -335 -35%
RTC
320
Riverview Trust Company
Washington
$27K +$27K +616 New
DWA
321
Dougherty Wealth Advisers
Minnesota
$25K +$25K +517 New
BWP
322
Baldwin Wealth Partners
Massachusetts
$22K
ME
323
McIlrath & Eck
Washington
$19K -$1.66K -39 -8%
WANY
324
Wealthspire Advisors (New York)
New York
$19K +$19K +441 New
GAM
325
Gemmer Asset Management
California
$16K