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Donaldson

416 hedge funds and large institutions have $5.67B invested in Donaldson in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+30
Holders Change %
+7.77%
% of All Funds
6.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
70
Increased
135
Reduced
133
Closed
35
Calls
$1.02M
Puts
$747K
Net Calls
+$277K
Net Calls Change
+$179K
Name Holding Trade Value Shares
Change
Shares
Change %
BEI
326
Benjamin Edwards Inc
Missouri
$108K +$2.94K +50 +3%
BFPW
327
BOK Financial Private Wealth
Colorado
$102K
JWM
328
Janiczek Wealth Management
Colorado
$95.5K -$1.23K -20 -1%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$88K -$12.4K -211 -12%
AF
330
Advisornet Financial
Minnesota
$84.1K +$1.65K +28 +2%
Rockefeller Capital Management
331
Rockefeller Capital Management
New York
$82K -$7.77K -134 -9%
HI
332
Harbour Investments
Wisconsin
$76.1K
BSB
333
Bangor Savings Bank
Maine
$73K -$59 -1 -0.1%
C
334
Covestor
United Kingdom
$72K -$34.2K -584 -32%
Dimensional Fund Advisors
335
Dimensional Fund Advisors
Texas
$71.8K +$748 +12,698 +1%
FAM
336
Fred Alger Management
New York
$68.8K +$26.6K +451 +63%
ATC
337
Adirondack Trust Company
New York
$64.7K +$17.7K +300 +38%
CFB
338
Cullen/Frost Bankers
Texas
$58.9K
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$52K -$2.53K -43 -5%
QT
340
Quantbot Technologies
New York
$51.9K +$51.9K +881 New
National Bank of Canada
341
National Bank of Canada
Quebec, Canada
$47.1K -$2.59M -44,000 -98%
GWM
342
Geneos Wealth Management
Colorado
$47.1K
GG
343
Gleason Group
Kentucky
$45.3K +$235 +4 +0.5%
Lazard Asset Management
344
Lazard Asset Management
New York
$44K -$160K -2,764 -78%
IA
345
IFP Advisors
Florida
$44K -$30K -647 -41%
PP
346
PrairieView Partners
Minnesota
$44K
CTC
347
Central Trust Company
Missouri
$42.3K -$5.42K -92 -11%
AF
348
Affiance Financial
Minnesota
$41.2K +$41.2K +700 New
BTI
349
Blue Trust Inc
Georgia
$39K +$26.7K +546 +218%
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.9K