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Donaldson

407 hedge funds and large institutions have $5.88B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

26% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.54M

3% more funds holding

Funds holding: 394407 (+13)

5% more capital invested

Capital invested by funds: $5.61B → $5.88B (+$263M)

0.59% more ownership

Funds ownership: 80.34%80.92% (+0.59%)

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 150

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
128
Reduced
150
Closed
40
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
301
Hartline Investment Corp
Illinois
$265K
PCM
302
Prelude Capital Management
New York
$265K +$273K +4,562 New
CI
303
Cigna Investments
Connecticut
$263K +$7.83K +131 +3%
Macquarie Group
304
Macquarie Group
Australia
$260K -$75.8K -1,267 -22%
SEC
305
Seven Eight Capital
New York
$257K
FHB
306
First Hawaiian Bank
Hawaii
$251K
ACM
307
Azimuth Capital Management
Michigan
$250K
IRF
308
IBM Retirement Fund
New York
$248K -$24.8K -415 -9%
CC
309
Cipher Capital
New York
$246K +$253K +4,238 New
WTB
310
Washington Trust Bank
Washington
$245K
HB
311
Homrich & Berg
Georgia
$237K -$75K -1,254 -24%
SCA
312
Stonebridge Capital Advisors
Minnesota
$235K -$33.2K -555 -12%
Luther King Capital Management (LKCM)
313
Luther King Capital Management (LKCM)
Texas
$234K -$6.28K -105 -3%
AI
314
Accredited Investors
Minnesota
$229K +$419 +7 +0.2%
Lido Advisors
315
Lido Advisors
California
$222K -$21.9K -367 -9%
TAM
316
Trillium Asset Management
Massachusetts
$214K
GT
317
Glenview Trust
Kentucky
$209K
CFA
318
CWS Financial Advisors
Michigan
$208K
AWE
319
Avidian Wealth Enterprises
Texas
$207K +$213K +3,558 New
AIM
320
Aigen Investment Management
New York
$207K +$213K +3,559 New
Mercer Global Advisors
321
Mercer Global Advisors
Colorado
$203K +$209K +3,495 New
B
322
Bailard
California
$201K +$207K +3,461 New
CI Investments Inc
323
CI Investments Inc
Ontario, Canada
$169K -$37.5K -628 -18%
CFB
324
Cullen/Frost Bankers
Texas
$145K -$59.8K -1,000 -29%
MC
325
Maverick Capital
Texas
$139K +$142K +2,383 New