We are live on ! Find out more
DCI icon

Donaldson

515 hedge funds and large institutions have $7.32B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 186 increasing their positions, 178 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

2% more funds holding

Funds holding: 503515 (+12)

7% more call options, than puts

Call options by funds: $4.4M | Put options by funds: $4.13M

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 178

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.04% less ownership

Funds ownership: 85.99%84.95% (-1%)

5% less capital invested

Capital invested by funds: $7.73B → $7.32B (-$406M)

Holders
515
Holders Change
+12
Holders Change %
+2.39%
% of All Funds
7.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
186
Reduced
178
Closed
41
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
301
Focus Partners Wealth
Massachusetts
$577K -$7.34K -100 -1%
EI
302
Ellevest Inc
New York
$574K +$19.7K +269 +3%
GC
303
Guggenheim Capital
Illinois
$573K +$150K +2,040 +34%
STA
304
Summit Trail Advisors
New York
$561K +$117K +1,598 +26%
GFA
305
Gallagher Fiduciary Advisors
Illinois
$559K
OR
306
Olympiad Research
Connecticut
$545K +$48.7K +664 +10%
DTL
307
Dynamic Technology Lab
Singapore
$541K -$46.2K -630 -8%
SOW
308
State of Wyoming
Wyoming
$541K +$157K +2,140 +40%
Capstone Investment Advisors
309
Capstone Investment Advisors
New York
$536K +$550K +7,494 New
DT
310
Diversified Trust
Tennessee
$532K -$712K -9,705 -57%
TI
311
Tidal Investments
Wisconsin
$526K +$30.5K +416 +6%
PCM
312
Prelude Capital Management
New York
$524K +$3.16K +43 +0.6%
NSAM
313
North Star Asset Management
Wisconsin
$510K -$5.5K -75 -1%
BC
314
Broadwater Capital
Massachusetts
$508K
SC
315
Shay Capital
New York
$501K +$514K +7,000 New
DF
316
Donoghue Forlines
Massachusetts
$480K +$37.1K +506 +8%
FPAS
317
Focus Partners Advisor Solutions
Missouri
$458K +$470K +6,405 New
ZIM
318
Zacks Investment Management
Illinois
$457K +$33.9K +462 +8%
OTL
319
Oak Thistle LLC
New York
$450K +$462K +6,295 New
RGC
320
Roberts, Glore & Co
Illinois
$431K
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$430K +$176K +2,399 +67%
Aristotle Capital Management
322
Aristotle Capital Management
California
$429K
TA
323
TFG Advisers
Michigan
$423K -$16.7K -227 -4%
FNBOO
324
First National Bank of Omaha
Nebraska
$422K
NA
325
NewEdge Advisors
Louisiana
$417K -$39.3K -536 -8%