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Donaldson

401 hedge funds and large institutions have $6.4B invested in Donaldson in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $4.29M | Put options by funds: $1.68M

9% more capital invested

Capital invested by funds: $5.88B → $6.4B (+$522M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.47% less ownership

Funds ownership: 80.92%80.45% (-0.47%)

1% less funds holding

Funds holding: 407401 (-6)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

23% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 155

Holders
401
Holders Change
-6
Holders Change %
-1.47%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
120
Reduced
155
Closed
40
Calls
$4.29M
Puts
$1.68M
Net Calls
+$2.61M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
351
CX Institutional
Indiana
$20K
FPS
352
Fieldpoint Private Securities
Connecticut
$19K
PK
353
Pflug Koory
Nebraska
$19K
GWSG
354
GPS Wealth Strategies Group
Colorado
$17K
LC
355
Lindbrook Capital
California
$17K
EI
356
Ellevest Inc
New York
$17K +$1.85K +30 +13%
EBA
357
Eagle Bay Advisors
New York
$17K +$15.8K +255 New
HFM
358
Harvest Fund Management
China
$16K
APA
359
American Portfolios Advisors
New York
$15.7K -$2.29K -37 -13%
AIG
360
American International Group
New York
$14.2K -$280K -4,527 -2%
TCM
361
TD Capital Management
Tennessee
$13K
CWP
362
Concord Wealth Partners
Virginia
$12K
QCG
363
Quadrant Capital Group
Ohio
$10K +$865 +14 +10%
PWP
364
Personal Wealth Partners
Minnesota
$10K +$9.89K +160 New
PFBT
365
Parkside Financial Bank & Trust
Missouri
$9K +$124 +2 +2%
AWA
366
Arkadios Wealth Advisors
Georgia
$9K +$4.33K +70 +90%
JWM
367
Janiczek Wealth Management
Colorado
$7K -$1.24K -20 -15%
Jones Financial Companies
368
Jones Financial Companies
Missouri
$7K
POIA
369
Pin Oak Investment Advisors
Texas
$7K
PFA
370
Professional Financial Advisors
Nebraska
$7K +$62 +1 +1%
Group One Trading
371
Group One Trading
Illinois
$6K +$6.18K +100 New
BCA
372
Berman Capital Advisors
Georgia
$5K
CMBA
373
C.M. Bidwell & Associates
Hawaii
$5K
CFN
374
Cordasco Financial Network
Florida
$5K
EARNEST Partners
375
EARNEST Partners
Georgia
$5K