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Donaldson

407 hedge funds and large institutions have $5.88B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

26% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.54M

3% more funds holding

Funds holding: 394407 (+13)

5% more capital invested

Capital invested by funds: $5.61B → $5.88B (+$263M)

0.59% more ownership

Funds ownership: 80.34%80.92% (+0.59%)

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 150

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
128
Reduced
150
Closed
40
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
351
FourThought Financial
Florida
$26K -$1.2K -20 -4%
S
352
SignatureFD
Georgia
$25K +$777 +13 +3%
CAGAS
353
Capital Advisory Group Advisory Services
Minnesota
$23K
WWM
354
Wolff Wiese Magana
California
$23K
FP
355
Financial Perspectives
Minnesota
$22K +$75.2K +1,258 +5,718%
GAM
356
Gemmer Asset Management
California
$21K
AWA
357
Artemis Wealth Advisors
New York
$19.5K +$20K +335 New
CI
358
CX Institutional
Indiana
$19K
MAM
359
Meeder Asset Management
Ohio
$19K +$1.02K +17 +5%
PK
360
Pflug Koory
Nebraska
$17K
APA
361
American Portfolios Advisors
New York
$16.5K +$1.73K +29 +11%
FPS
362
Fieldpoint Private Securities
Connecticut
$16K +$1.2K +20 +8%
LC
363
Lindbrook Capital
California
$15K
HFM
364
Harvest Fund Management
China
$15K +$15.5K +259 New
GWSG
365
GPS Wealth Strategies Group
Colorado
$15K +$16.4K +275 New
EI
366
Ellevest Inc
New York
$14K +$120 +2 +0.9%
AIG
367
American International Group
New York
$13.3K +$45.1K +755 +0.3%
ETC
368
Exchange Traded Concepts
Oklahoma
$13K -$13.8K -230 -51%
TCM
369
TD Capital Management
Tennessee
$12K
CWP
370
Concord Wealth Partners
Virginia
$11K +$11.1K +186 New
QCG
371
Quadrant Capital Group
Ohio
$8K +$1.67K +28 +24%
JWM
372
Janiczek Wealth Management
Colorado
$8K +$2.33K +39 +41%
PFBT
373
Parkside Financial Bank & Trust
Missouri
$7K
VCM
374
Versant Capital Management
Arizona
$7K
EWA
375
Evolution Wealth Advisors
Florida
$7K +$7.41K +124 New