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Donaldson

401 hedge funds and large institutions have $5.11B invested in Donaldson in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-22
Holders Change %
-5.2%
% of All Funds
6.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
134
Reduced
149
Closed
62
Calls
$1.78M
Puts
$752K
Net Calls
+$1.02M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
301
Jane Street
New York
$217K -$136K -2,609 -38%
SF
302
Synovus Financial
Georgia
$217K -$9.03K -178 -4%
SCA
303
Stonebridge Capital Advisors
Minnesota
$210K
WTB
304
Washington Trust Bank
Washington
$209K -$9.61K -185 -4%
DA
305
Duality Advisers
Florida
$204K -$2M -38,553 -91%
AWS
306
Atria Wealth Solutions
New York
$204K +$204K +3,923 New
CFA
307
CWS Financial Advisors
Michigan
$200K -$207 -4 -0.1%
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$190K -$31.9K -614 -14%
SOW
309
State of Wyoming
Wyoming
$185K -$9.42K -182 -5%
JFGIW
310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K +$31.6K +610 +28%
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$136K +$32.3K +622 +31%
C
312
Covestor
United Kingdom
$126K +$70.8K +1,359 +128%
QT
313
Quantbot Technologies
New York
$125K +$63.6K +1,235 +104%
WT
314
Whittier Trust
California
$119K -$2.44K -47 -2%
GCM
315
Gladius Capital Management
Illinois
$115K -$9.07K -174 -7%
EW
316
Evoke Wealth
California
$104K
SPIA
317
Steward Partners Investment Advisory
New York
$97K -$58K -1,116 -37%
PCG
318
Private Capital Group
Connecticut
$95K -$1.2K -23 -1%
BEI
319
Benjamin Edwards Inc
Missouri
$86K -$10.3K -197 -11%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$75K +$363 +7 +0.5%
Koshinski Asset Management
321
Koshinski Asset Management
Illinois
$68.7K +$2.08K +40 +3%
GWM
322
Geneos Wealth Management
Colorado
$66K
IA
323
IFP Advisors
Florida
$61K +$32.2K +689 +112%
CFB
324
Cullen/Frost Bankers
Texas
$52K -$78K -1,500 -60%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$50K -$10K -191 -17%