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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
WT
326
Whittier Trust
California
$139K +$143K +2,385 New
Simplex Trading
327
Simplex Trading
Illinois
$128K +$132K +2,214 New
EW
328
Evoke Wealth
California
$117K +$60 +1 +0%
PCG
329
Private Capital Group
Connecticut
$107K
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$103K
SPIA
331
Steward Partners Investment Advisory
New York
$88.5K -$15.3K -256 -14%
GWM
332
Geneos Wealth Management
Colorado
$80K
HI
333
Harbour Investments
Wisconsin
$71K +$73.2K +1,225 New
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$65K +$38.8K +649 +137%
CFGS
335
Concourse Financial Group Securities
Alabama
$60K
JFGIW
336
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$56K +$1.44K +24 +3%
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$52K -$12K -200 -18%
TWM
339
Tradition Wealth Management
Minnesota
$48K +$60 +1 +0.1%
CTC
340
Central Trust Company
Missouri
$47K
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$46K +$33.8K +566 +257%
CCA
342
Column Capital Advisors
Indiana
$45K
PP
343
PrairieView Partners
Minnesota
$44K
GG
344
Gleason Group
Kentucky
$43K +$120 +2 +0.3%
SIM
345
Sonora Investment Management
Arizona
$41K
PFMU
346
Privium Fund Management (UK)
United Kingdom
$38K
IA
347
IFP Advisors
Florida
$37K -$2.33K -39 -6%
RTC
348
Riverview Trust Company
Washington
$36K
MA
349
MUFG Americas
New York
$35K
JCM
350
Jacobi Capital Management
Pennsylvania
$34K +$120 +2 +0.3%