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Donaldson

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
SW
326
SkyOak Wealth
Michigan
$270K +$270K +4,524 New
NIM
327
Northeast Investment Management
Massachusetts
$267K
AWS
328
Atria Wealth Solutions
New York
$263K -$307K -5,152 -54%
SCA
329
Stonebridge Capital Advisors
Minnesota
$253K
CC
330
Centiva Capital
New York
$253K +$253K +4,239 New
RP
331
Riverwater Partners
Wisconsin
$241K -$30.1K -505 -11%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$234K +$6.45K +108 +3%
XT
333
XTX Topco
Cayman Islands
$232K +$232K +3,888 New
AI
334
Accredited Investors
Minnesota
$231K +$417 +7 +0.2%
WTB
335
Washington Trust Bank
Washington
$229K
TIAA Trust, National Association
336
TIAA Trust, National Association
North Carolina
$228K +$228K +3,819 New
APG Asset Management
337
APG Asset Management
Netherlands
$227K +$227K +3,800 New
MKC
338
M. Kraus & Co
Vermont
$225K -$14.9K -250 -6%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$224K +$17.1K +287 +8%
SFS
340
Stiles Financial Services
Minnesota
$222K +$656 +11 +0.3%
TCA
341
Troluce Capital Advisors
Puerto Rico
$222K +$222K +3,720 New
SPA
342
Sherbrooke Park Advisers
New York
$221K -$675K -11,326 -75%
Luther King Capital Management (LKCM)
343
Luther King Capital Management (LKCM)
Texas
$220K
Cerity Partners
344
Cerity Partners
New York
$219K -$30.8K -517 -12%
TAM
345
Trillium Asset Management
Massachusetts
$215K
QPW
346
Quantum Private Wealth
Florida
$215K
VBFP
347
Valtinson Bruner Financial Planning
Minnesota
$214K -$11K -184 -5%
EWA
348
Encompass Wealth Advisors
Oregon
$209K
LFP
349
Leeward Financial Partners
Washington
$208K
CIBC Asset Management
350
CIBC Asset Management
Ontario, Canada
$204K