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Donaldson

403 hedge funds and large institutions have $5.66B invested in Donaldson in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 118 increasing their positions, 152 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
7.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
118
Reduced
152
Closed
33
Calls
$1.84M
Puts
$2.82M
Net Calls
-$979K
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Shares
Change %
CAGAS
351
Capital Advisory Group Advisory Services
Minnesota
$23K
GAM
352
Gemmer Asset Management
California
$21K
WWM
353
Wolff Wiese Magana
California
$20K -$3.76K -66 -16%
BU
354
BBVA USA
Alabama
$20K -$1.18K -21 -6%
CI
355
CX Institutional
Indiana
$18K
KPCM
356
Kings Point Capital Management
New York
$18K +$18K +316 New
PK
357
Pflug Koory
Nebraska
$17K
EI
358
Ellevest Inc
New York
$17K +$1.4K +24 +9%
FPS
359
Fieldpoint Private Securities
Connecticut
$16K
GWSG
360
GPS Wealth Strategies Group
Colorado
$16K
APA
361
American Portfolios Advisors
New York
$15.3K +$1.15K +20 +8%
LC
362
Lindbrook Capital
California
$15K
CPC
363
Consolidated Planning Corp
Georgia
$13K +$13K +231 New
TCM
364
TD Capital Management
Tennessee
$12K
QCG
365
Quadrant Capital Group
Ohio
$9K
PFBT
366
Parkside Financial Bank & Trust
Missouri
$8K
Bessemer Group
367
Bessemer Group
New Jersey
$7K +$7K +125 New
JWM
368
Janiczek Wealth Management
Colorado
$6K -$108 -2 -2%
Jones Financial Companies
369
Jones Financial Companies
Missouri
$6K
PFA
370
Professional Financial Advisors
Nebraska
$6K
ETC
371
Exchange Traded Concepts
Oklahoma
$6K +$6K +96 New
TWA
372
TCI Wealth Advisors
Arizona
$5K
AWA
373
Arkadios Wealth Advisors
Georgia
$4K -$3.59K -70 -47%
BCA
374
Berman Capital Advisors
Georgia
$4K -$51 -1 -1%
SWM
375
Sugarloaf Wealth Management
Georgia
$4K