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Donaldson

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
326
Isthmus Partners
Wisconsin
$313K
SPIA
327
Steward Partners Investment Advisory
New York
$308K -$65 -1 -0%
KFS
328
Kurt F. Somerville
$306K
HWAM
329
Hennion & Walsh Asset Management
New Jersey
$302K -$8.17K -125 -3%
SFG
330
SNS Financial Group
Minnesota
$298K
OFA
331
Oak Family Advisors
Illinois
$297K +$654 +10 +0.2%
DI
332
DFPG Investments
Utah
$294K -$12.8K -202 -4%
AWS
333
Atria Wealth Solutions
New York
$288K
HTHT
334
Hemenway Trust Hemenway Trust
New Hampshire
$288K -$39.2K -600 -12%
NRD
335
Nebula Research & Development
New York
$285K +$285K +4,366 New
SW
336
SkyOak Wealth
Michigan
$283K -$12.5K -191 -4%
SCA
337
Stonebridge Capital Advisors
Minnesota
$277K
Cerity Partners
338
Cerity Partners
New York
$276K +$36.1K +553 +15%
NIM
339
Northeast Investment Management
Massachusetts
$271K -$21.4K -328 -7%
GCM
340
Graham Capital Management
Connecticut
$264K -$228K -3,487 -46%
RP
341
Riverwater Partners
Wisconsin
$264K
AI
342
Accredited Investors
Minnesota
$253K +$261 +4 +0.1%
CCM
343
Coldstream Capital Management
Washington
$253K +$253K +3,865 New
WTB
344
Washington Trust Bank
Washington
$251K
TIAA Trust, National Association
345
TIAA Trust, National Association
North Carolina
$250K
Walleye Capital
346
Walleye Capital
New York
$241K -$170K -2,605 -41%
PA
347
Profund Advisors
Maryland
$240K +$240K +3,670 New
AAS
348
Avantax Advisory Services
Texas
$239K -$61.5K -941 -20%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$237K -$19.1K -292 -7%
TAM
350
Trillium Asset Management
Massachusetts
$236K