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Donaldson

513 hedge funds and large institutions have $7.31B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+13
Holders Change %
+2.6%
% of All Funds
7.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
185
Reduced
178
Closed
40
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
301
Ellevest Inc
New York
$574K +$19.3K +269 +3%
GC
302
Guggenheim Capital
Illinois
$573K +$146K +2,040 +34%
STA
303
Summit Trail Advisors
New York
$561K +$114K +1,598 +26%
GFA
304
Gallagher Fiduciary Advisors
Illinois
$559K
OR
305
Olympiad Research
Connecticut
$545K +$47.5K +664 +10%
DTL
306
Dynamic Technology Lab
Singapore
$541K -$45.1K -630 -8%
SOW
307
State of Wyoming
Wyoming
$541K +$153K +2,140 +40%
Capstone Investment Advisors
308
Capstone Investment Advisors
New York
$536K +$536K +7,494 New
DT
309
Diversified Trust
Tennessee
$532K -$694K -9,705 -57%
TI
310
Tidal Investments
Wisconsin
$526K +$29.8K +416 +6%
PCM
311
Prelude Capital Management
New York
$524K +$3.08K +43 +0.6%
NSAM
312
North Star Asset Management
Wisconsin
$510K -$5.37K -75 -1%
SC
313
Shay Capital
New York
$501K +$501K +7,000 New
DF
314
Donoghue Forlines
Massachusetts
$480K +$36.2K +506 +8%
FPAS
315
Focus Partners Advisor Solutions
Missouri
$458K +$458K +6,405 New
ZIM
316
Zacks Investment Management
Illinois
$457K +$33.1K +462 +8%
OTL
317
Oak Thistle LLC
New York
$450K +$450K +6,295 New
RGC
318
Roberts, Glore & Co
Illinois
$431K
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$430K +$172K +2,399 +67%
Aristotle Capital Management
320
Aristotle Capital Management
California
$429K
TA
321
TFG Advisers
Michigan
$423K -$16.2K -227 -4%
FNBOO
322
First National Bank of Omaha
Nebraska
$422K
NA
323
NewEdge Advisors
Louisiana
$417K -$38.4K -536 -8%
ACIM
324
Azimuth Capital Investment Management
Michigan
$415K
WF
325
Welch & Forbes
Massachusetts
$414K