DCI icon

Donaldson

530 hedge funds and large institutions have $7.39B invested in Donaldson in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 201 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+17
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
171
Reduced
201
Closed
37
Calls
$4.25M
Puts
$3.27M
Net Calls
+$974K
Net Calls Change
+$703K
Name Holding Trade Value Shares
Change
Shares
Change %
TPI
326
Trust Point Inc
Wisconsin
$439K +$21.6K +293 +5%
Truist Financial
327
Truist Financial
North Carolina
$435K +$15.6K +212 +4%
FNBOO
328
First National Bank of Omaha
Nebraska
$435K
FPAS
329
Focus Partners Advisor Solutions
Missouri
$431K -$41.4K -562 -9%
ACIM
330
Azimuth Capital Investment Management
Michigan
$427K
TA
331
TFG Advisers
Michigan
$427K -$8.48K -115 -2%
NA
332
NewEdge Advisors
Louisiana
$423K -$6.56K -89 -2%
VI
333
Versor Investments
New York
$413K -$239K -3,243 -37%
TIAA Trust, National Association
334
TIAA Trust, National Association
North Carolina
$404K -$3.02K -41 -0.7%
GVAG
335
Great Valley Advisor Group
Delaware
$401K -$1.4K -19 -0.3%
WANY
336
Wealthspire Advisors (New York)
New York
$391K +$6.63K +90 +2%
SPIA
337
Steward Partners Investment Advisory
New York
$386K +$67.4K +915 +21%
GLA
338
Great Lakes Advisors
Illinois
$385K +$82.5K +1,119 +27%
HWAM
339
Hennion & Walsh Asset Management
New Jersey
$382K +$86.2K +1,170 +29%
STA
340
Summit Trail Advisors
New York
$380K -$198K -2,684 -34%
DS
341
Dudley & Shanley
Florida
$380K
BP
342
Ballentine Partners
Massachusetts
$370K +$4.72K +64 +1%
SAM
343
Shell Asset Management
Netherlands
$365K +$365K +4,956 New
PCM
344
Parsons Capital Management
Rhode Island
$365K
PMAM
345
Picton Mahoney Asset Management
Ontario, Canada
$359K +$359K +4,867 New
FIB
346
First Interstate Bank
Montana
$354K +$354K +4,800 New
IP
347
Isthmus Partners
Wisconsin
$354K
PP
348
PrairieView Partners
Minnesota
$353K
MSS
349
Mitchell Sinkler & Starr
Pennsylvania
$352K +$18.4K +250 +6%
SCM
350
Shelton Capital Management
Colorado
$352K