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Donaldson

401 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, 120 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $4.29M | Put options by funds: $1.68M

9% more capital invested

Capital invested by funds: $5.88B → $6.4B (+$522M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.47% less ownership

Funds ownership: 80.92%80.45% (-0.47%)

1% less funds holding

Funds holding: 407401 (-6)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

23% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 155

Holders
401
Holders Change
-6
Holders Change %
-1.47%
% 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
120
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
Change in
Stake
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$64K +$7.23K +117 +13%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$62K +$1.48K +24 +2%
TWM
328
Tradition Wealth Management
Minnesota
$52K +$62 +1 +0.1%
SOW
329
State of Wyoming
Wyoming
$52K +$50.7K +820 New
CTC
330
Central Trust Company
Missouri
$51K
CCA
331
Column Capital Advisors
Indiana
$50K +$803 +13 +2%
ADL
332
Asset Dedication LLC
California
$50K +$46.4K +750 New
PP
333
PrairieView Partners
Minnesota
$48K
GG
334
Gleason Group
Kentucky
$48K +$185 +3 +0.4%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$46K -$3.46K -56 -7%
SIM
336
Sonora Investment Management
Arizona
$44K
ST
337
Sageworth Trust
Pennsylvania
$44K +$43.3K +700 New
IA
338
IFP Advisors
Florida
$39K -$680 -11 -2%
RTC
339
Riverview Trust Company
Washington
$39K
MA
340
MUFG Americas
New York
$38K
JCM
341
Jacobi Capital Management
Pennsylvania
$38K +$124 +2 +0.3%
HPC
342
HM Payson & Co
Maine
$37K +$32K +518 +719%
FF
343
FourThought Financial
Florida
$28K
S
344
SignatureFD
Georgia
$27K
WWM
345
Wolff Wiese Magana
California
$26K +$865 +14 +3%
CAGAS
346
Capital Advisory Group Advisory Services
Minnesota
$25K
MAM
347
Meeder Asset Management
Ohio
$24K +$3.21K +52 +16%
BU
348
BBVA USA
Alabama
$24K +$23.4K +378 New
GAM
349
Gemmer Asset Management
California
$23K
IP
350
Isthmus Partners
Wisconsin
$21K +$20.5K +332 New