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Donaldson

305 hedge funds and large institutions have $4.01B invested in Donaldson in 2014 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $2.63M | Put options by funds: $544K

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

3.29% more ownership

Funds ownership: 72.35%75.64% (+3.3%)

2% more funds holding

Funds holding: 299305 (+6)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $4.19B → $4.01B (-$189M)

19% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 114

Holders
305
Holders Change
+6
Holders Change %
+2.01%
% of All Funds
8.14%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
35
Increased
92
Reduced
114
Closed
27
Calls
$2.63M
Puts
$544K
Net Calls
+$2.09M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
326
Suntrust Banks
Georgia
-$217K -5,364 Closed
BC
327
Burney Company
Virginia
-$206K -5,058 Closed
ST
328
Spot Trading
Illinois
-$61K -1,493 Closed
LWM
329
LBA Wealth Management
Florida
-$6K -145 Closed
PTC
330
Private Trust Company
Ohio
-$1K -23 Closed
W
331
Wealthfront
California
+$79 +2 New