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Donaldson

515 hedge funds and large institutions have $7.32B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 186 increasing their positions, 178 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

2% more funds holding

Funds holding: 503515 (+12)

7% more call options, than puts

Call options by funds: $4.4M | Put options by funds: $4.13M

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 178

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.04% less ownership

Funds ownership: 85.99%84.95% (-1%)

5% less capital invested

Capital invested by funds: $7.73B → $7.32B (-$406M)

Holders
515
Holders Change
+12
Holders Change %
+2.39%
% of All Funds
7.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
186
Reduced
178
Closed
41
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
326
Azimuth Capital Investment Management
Michigan
$415K
WF
327
Welch & Forbes
Massachusetts
$414K
BFM
328
Boothbay Fund Management
New York
$413K +$424K +5,775 New
Truist Financial
329
Truist Financial
North Carolina
$408K +$59K +804 +16%
RJT
330
Raymond James Trust
Florida
$406K -$13.8K -188 -3%
TPI
331
Trust Point Inc
Wisconsin
$405K -$26.9K -366 -6%
TIAA Trust, National Association
332
TIAA Trust, National Association
North Carolina
$396K +$4.11K +56 +1%
GVAG
333
Great Valley Advisor Group
Delaware
$390K -$514 -7 -0.1%
XT
334
XTX Topco
Cayman Islands
$385K +$394K +5,375 New
Connor, Clark & Lunn Investment Management (CC&L)
335
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$380K +$390K +5,315 New
WANY
336
Wealthspire Advisors (New York)
New York
$373K +$7.78K +106 +2%
Two Sigma Investments
337
Two Sigma Investments
New York
$371K -$5.54M -75,557 -94%
DS
338
Dudley & Shanley
Florida
$369K +$103K +1,400 +37%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$368K +$97.2K +1,324 +35%
TRCT
340
Tower Research Capital (TRC)
New York
$357K -$44.5K -607 -11%
AIM
341
Aigen Investment Management
New York
$357K +$366K +4,983 New
BP
342
Ballentine Partners
Massachusetts
$354K +$1.03K +14 +0.3%
PCM
343
Parsons Capital Management
Rhode Island
$354K
II
344
Inspire Investing
Idaho
$352K +$8.73K +119 +2%
Bank of Nova Scotia
345
Bank of Nova Scotia
Ontario, Canada
$346K +$33.7K +459 +10%
OAM
346
Oxford Asset Management
United Kingdom
$344K +$129K +1,752 +57%
IP
347
Isthmus Partners
Wisconsin
$343K
PP
348
PrairieView Partners
Minnesota
$343K
SCM
349
Shelton Capital Management
Colorado
$342K -$31.6K -431 -8%
OFA
350
Oak Family Advisors
Illinois
$339K +$14.5K +197 +4%