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Donaldson

349 hedge funds and large institutions have $5.34B invested in Donaldson in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+10
Holders Change %
+2.95%
% of All Funds
7.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
40
Increased
94
Reduced
135
Closed
29
Calls
$2.26M
Puts
$1.19M
Net Calls
+$1.07M
Net Calls Change
+$295K
Name Holding Trade Value Shares
Change
Shares
Change %
WT
301
Whittier Trust
California
$53K
PA
302
Parallel Advisors
California
$52K +$8.16K +158 +19%
S
303
SignatureFD
Georgia
$51K
MAM
304
Meeder Asset Management
Ohio
$47K -$21.5K -408 -31%
CAGAS
305
Capital Advisory Group Advisory Services
Minnesota
$46K
AIM
306
Advantage Investment Management
Iowa
$43K +$205 +4 +0.5%
CTC
307
Central Trust Company
Missouri
$42K
PI
308
PEAK6 Investments
Illinois
$40K +$40K +776 New
SFS
309
Sowell Financial Services
Arkansas
$36K +$36K +700 New
TRCT
310
Tower Research Capital (TRC)
New York
$34K -$640K -12,224 -95%
RTC
311
Riverview Trust Company
Washington
$32K
IA
312
IFP Advisors
Florida
$32K +$32K +618 New
Nomura Asset Management
313
Nomura Asset Management
Japan
$28K -$9.51K -180 -25%
DWA
314
Dougherty Wealth Advisers
Minnesota
$27K -$52.2K -1,000 -66%
GAM
315
Gemmer Asset Management
California
$19K
PK
316
Pflug Koory
Nebraska
$16K
PFO
317
Pathstone Family Office
New Jersey
$16K +$106 +2 +0.7%
CIA
318
CSat Investment Advisory
Michigan
$16K +$2.67K +50 +20%
ME
319
McIlrath & Eck
Washington
$14K
TCM
320
TD Capital Management
Tennessee
$11K
PMFA
321
Plante Moran Financial Advisors
Michigan
$11K +$11K +209 New
SPIA
322
Steward Partners Investment Advisory
New York
$10K +$3.38K +67 +51%
JCM
323
Jacobi Capital Management
Pennsylvania
$9K +$50 +1 +0.6%
RIA
324
Realta Investment Advisors
Delaware
$8K
PWP
325
Personal Wealth Partners
Minnesota
$8K +$329 +6 +4%