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Donaldson

400 hedge funds and large institutions have $6.4B invested in Donaldson in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-6
Holders Change %
-1.48%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
119
Reduced
155
Closed
40
Calls
$4.29M
Puts
$1.68M
Net Calls
+$2.61M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$62K +$1.51K +24 +2%
TWM
327
Tradition Wealth Management
Minnesota
$52K +$63 +1 +0.1%
SOW
328
State of Wyoming
Wyoming
$52K +$52K +820 New
CTC
329
Central Trust Company
Missouri
$51K
CCA
330
Column Capital Advisors
Indiana
$50K +$829 +13 +2%
ADL
331
Asset Dedication LLC
California
$50K +$50K +750 New
PP
332
PrairieView Partners
Minnesota
$48K
GG
333
Gleason Group
Kentucky
$48K +$192 +3 +0.4%
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$46K -$3.53K -56 -7%
SIM
335
Sonora Investment Management
Arizona
$44K
ST
336
Sageworth Trust
Pennsylvania
$44K +$44K +700 New
IA
337
IFP Advisors
Florida
$39K -$695 -11 -2%
RTC
338
Riverview Trust Company
Washington
$39K
MA
339
MUFG Americas
New York
$38K
JCM
340
Jacobi Capital Management
Pennsylvania
$38K +$128 +2 +0.3%
HPC
341
HM Payson & Co
Maine
$37K +$32.5K +518 +719%
FF
342
FourThought Financial
Florida
$28K
S
343
SignatureFD
Georgia
$27K
WWM
344
Wolff Wiese Magana
California
$26K +$873 +14 +3%
CAGAS
345
Capital Advisory Group Advisory Services
Minnesota
$25K
MAM
346
Meeder Asset Management
Ohio
$24K +$3.29K +52 +16%
BU
347
BBVA USA
Alabama
$24K +$24K +378 New
GAM
348
Gemmer Asset Management
California
$23K
IP
349
Isthmus Partners
Wisconsin
$21K +$21K +332 New
CI
350
CX Institutional
Indiana
$20K