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Donaldson

361 hedge funds and large institutions have $4.65B invested in Donaldson in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 130 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
7.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
39
Increased
107
Reduced
130
Closed
32
Calls
$5.78M
Puts
$734K
Net Calls
+$5.05M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
CI Investments Inc
301
CI Investments Inc
Ontario, Canada
$65K +$65K +1,391 New
GWM
302
Geneos Wealth Management
Colorado
$58K
SPIA
303
Steward Partners Investment Advisory
New York
$50K +$24.6K +531 +97%
WT
304
Whittier Trust
California
$48K
CFGS
305
Concourse Financial Group Securities
Alabama
$48K
NNP
306
Nachman Norwood & Parrott
South Carolina
$44K +$44K +938 New
CAGAS
307
Capital Advisory Group Advisory Services
Minnesota
$41K
CTC
308
Central Trust Company
Missouri
$38K
CCA
309
Column Capital Advisors
Indiana
$36K
PP
310
PrairieView Partners
Minnesota
$35K
GG
311
Gleason Group
Kentucky
$34K +$137 +3 +0.4%
IA
312
IFP Advisors
Florida
$32K
MA
313
MUFG Americas
New York
$32K
RTC
314
Riverview Trust Company
Washington
$29K
JCM
315
Jacobi Capital Management
Pennsylvania
$27K +$138 +3 +0.5%
PA
316
Parallel Advisors
California
$20K -$9.75K -213 -33%
CIA
317
CSat Investment Advisory
Michigan
$20K +$2.48K +53 +14%
S
318
SignatureFD
Georgia
$18K
GAM
319
Gemmer Asset Management
California
$17K
CI
320
CX Institutional
Indiana
$15K -$5.34K -114 -26%
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$15K +$6.73K +140 +81%
Millennium Management
322
Millennium Management
New York
$14.5K -$5.99K -129,133 -29%
PK
323
Pflug Koory
Nebraska
$14K
GT
324
Glenmede Trust
Pennsylvania
$14K +$1.5K +34 +12%
LC
325
Lindbrook Capital
California
$12K