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Donaldson

401 hedge funds and large institutions have $5.11B invested in Donaldson in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-22
Holders Change %
-5.2%
% of All Funds
6.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
134
Reduced
149
Closed
62
Calls
$1.78M
Puts
$752K
Net Calls
+$1.02M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
326
TD Private Client Wealth
New York
$44.3K +$43.9K +846 +12,086%
TWM
327
Tradition Wealth Management
Minnesota
$43K +$52 +1 +0.1%
CTC
328
Central Trust Company
Missouri
$42K
HPC
329
HM Payson & Co
Maine
$40K +$9.74K +190 +32%
PP
330
PrairieView Partners
Minnesota
$39K
GG
331
Gleason Group
Kentucky
$39K +$154 +3 +0.4%
PFS
332
Prospera Financial Services
Texas
$38K +$38K +732 New
AWA
333
Artemis Wealth Advisors
New York
$35.7K +$35.7K +688 New
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.3K +$34.3K +661 New
WB
335
Webster Bank
Connecticut
$34K
RTC
336
Riverview Trust Company
Washington
$32K
EI
337
Ellevest Inc
New York
$30K -$10.9K -213 -27%
Nomura Asset Management
338
Nomura Asset Management
Japan
$27.5K +$27.5K +530 New
Baillie Gifford & Co
339
Baillie Gifford & Co
United Kingdom
$23K
GWSG
340
GPS Wealth Strategies Group
Colorado
$22K +$4.18K +80 +23%
CAGAS
341
Capital Advisory Group Advisory Services
Minnesota
$21K +$21K +400 New
S
342
SignatureFD
Georgia
$20K -$2.73K -53 -12%
GAM
343
Gemmer Asset Management
California
$19K
WWM
344
Wolff Wiese Magana
California
$18K
ADL
345
Asset Dedication LLC
California
$16K -$24K -450 -60%
FF
346
FourThought Financial
Florida
$16K -$680 -13 -4%
PK
347
Pflug Koory
Nebraska
$16K
KPCM
348
Kings Point Capital Management
New York
$16K
QCG
349
Quadrant Capital Group
Ohio
$16K +$3.54K +67 +28%
APA
350
American Portfolios Advisors
New York
$15.2K +$933 +18 +7%