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Donaldson

455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
139
Reduced
180
Closed
42
Calls
$1.53M
Puts
$1.09M
Net Calls
+$438K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
351
Wealthspire Advisors (New York)
New York
$228K -$6.81K -109 -3%
TAM
352
Trillium Asset Management
Massachusetts
$225K
QPW
353
Quantum Private Wealth
Florida
$225K
EWA
354
Encompass Wealth Advisors
Oregon
$219K
WG
355
Winton Group
United Kingdom
$219K -$628K -10,039 -74%
LFP
356
Leeward Financial Partners
Washington
$218K -$218K -3,482 -50%
CAPTRUST Financial Advisors
357
CAPTRUST Financial Advisors
North Carolina
$217K -$25.5K -408 -11%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$214K
BA
359
Ballast Advisors
Minnesota
$213K
Janney Montgomery Scott
360
Janney Montgomery Scott
Pennsylvania
$206K -$30.9K -496 -13%
SI
361
Stephens Inc
Arkansas
$202K -$4.44K -71 -2%
Bank of Nova Scotia
362
Bank of Nova Scotia
Ontario, Canada
$201K -$4.31K -69 -2%
PIM
363
Penobscot Investment Management
Massachusetts
$200K
AWE
364
Avidian Wealth Enterprises
Texas
$200K
WTC
365
WhitTier Trust Company
Nevada
$192K
WT
366
Whittier Trust
California
$145K -$1.63K -26 -1%
NCM
367
Northwest Capital Management
Oregon
$144K +$144K +2,298 New
CI Investments Inc
368
CI Investments Inc
Ontario, Canada
$132K +$8.7K +139 +7%
JFGIW
369
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K -$293K -4,690 -71%
AF
370
Advisornet Financial
Minnesota
$110K +$20.2K +323 +23%
BSB
371
Bangor Savings Bank
Maine
$103K +$25.7K +411 +33%
JWM
372
Janiczek Wealth Management
Colorado
$97.4K
BEI
373
Benjamin Edwards Inc
Missouri
$94K -$19.9K -320 -17%
PI
374
PineBridge Investments
New York
$87K +$87K +1,391 New
HI
375
Harbour Investments
Wisconsin
$80.8K