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Donaldson

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M
Name Holding Trade Value Shares
Change
Shares
Change %
ACIM
326
Azimuth Capital Investment Management
Michigan
$391K
NA
327
NewEdge Advisors
Louisiana
$375K -$11.9K -176 -3%
TIAA Trust, National Association
328
TIAA Trust, National Association
North Carolina
$370K
GVAG
329
Great Valley Advisor Group
Delaware
$366K
SPIA
330
Steward Partners Investment Advisory
New York
$352K -$741 -11 -0.2%
CI Investments Inc
331
CI Investments Inc
Ontario, Canada
$347K +$146K +2,169 +73%
PCM
332
Parsons Capital Management
Rhode Island
$333K
SAM
333
Shell Asset Management
Netherlands
$333K -$673 -10 -0.2%
BP
334
Ballentine Partners
Massachusetts
$328K -$10.2K -152 -3%
NIM
335
NEOS Investment Management
Connecticut
$324K +$324K +4,818 New
TE
336
Tema ETFs
New York
$324K +$324K +4,818 New
FIB
337
First Interstate Bank
Montana
$323K
IP
338
Isthmus Partners
Wisconsin
$323K
PP
339
PrairieView Partners
Minnesota
$323K
MSS
340
Mitchell Sinkler & Starr
Pennsylvania
$321K -$1.01K -15 -0.3%
ATC
341
Argent Trust Co
Tennessee
$319K +$10.2K +152 +3%
FC
342
Farringdon Capital
United Kingdom
$318K +$318K +4,726 New
SAW
343
Signal Advisors Wealth
Michigan
$317K +$16.8K +249 +6%
TI
344
Tidal Investments
Wisconsin
$307K -$321K -4,768 -51%
SFG
345
SNS Financial Group
Minnesota
$307K
SCM
346
Shelton Capital Management
Colorado
$306K -$15.5K -230 -5%
RP
347
Riverwater Partners
Wisconsin
$304K +$51.3K +761 +20%
CPIG
348
Chicago Partners Investment Group
Illinois
$299K +$50.1K +737 +20%
Balyasny Asset Management
349
Balyasny Asset Management
Illinois
$299K -$8.81M -130,788 -97%
KFS
350
Kurt F. Somerville
$295K -$16.8K -250 -5%