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Donaldson

400 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, 119 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-6
Holders Change %
-1.48%
% 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
119
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
Shares
Change %
FPS
351
Fieldpoint Private Securities
Connecticut
$19K
PK
352
Pflug Koory
Nebraska
$19K
GWSG
353
GPS Wealth Strategies Group
Colorado
$17K
LC
354
Lindbrook Capital
California
$17K
EI
355
Ellevest Inc
New York
$17K +$1.91K +30 +13%
EBA
356
Eagle Bay Advisors
New York
$17K +$17K +255 New
HFM
357
Harvest Fund Management
China
$16K
APA
358
American Portfolios Advisors
New York
$15.7K -$2.35K -37 -13%
AIG
359
American International Group
New York
$14.2K -$288 -4,527 -2%
TCM
360
TD Capital Management
Tennessee
$13K
CWP
361
Concord Wealth Partners
Virginia
$12K
QCG
362
Quadrant Capital Group
Ohio
$10K +$875 +14 +10%
PWP
363
Personal Wealth Partners
Minnesota
$10K +$10K +160 New
PFBT
364
Parkside Financial Bank & Trust
Missouri
$9K +$137 +2 +2%
AWA
365
Arkadios Wealth Advisors
Georgia
$9K +$4.26K +70 +90%
JWM
366
Janiczek Wealth Management
Colorado
$7K -$1.24K -20 -15%
POIA
367
Pin Oak Investment Advisors
Texas
$7K
Jones Financial Companies
368
Jones Financial Companies
Missouri
$7K
PFA
369
Professional Financial Advisors
Nebraska
$7K +$67 +1 +1%
Group One Trading
370
Group One Trading
Illinois
$6K +$6K +100 New
BCA
371
Berman Capital Advisors
Georgia
$5K
EARNEST Partners
372
EARNEST Partners
Georgia
$5K
TWA
373
TCI Wealth Advisors
Arizona
$5K
CFN
374
Cordasco Financial Network
Florida
$5K
SL
375
Savior LLC
Massachusetts
$5K