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Donaldson

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
BA
351
Ballast Advisors
Minnesota
$203K
CFA
352
CWS Financial Advisors
Michigan
$201K -$19.7K -330 -9%
WTC
353
WhitTier Trust Company
Nevada
$183K
MIA
354
Milestone Investment Advisors
Wisconsin
$174K +$174K +2,910 New
PI
355
PEAK6 Investments
Illinois
$140K +$140K +2,343 New
NCM
356
Northwest Capital Management
Oregon
$137K
WT
357
Whittier Trust
California
$131K -$6.38K -107 -5%
CI Investments Inc
358
CI Investments Inc
Ontario, Canada
$128K +$2.15K +36 +2%
IPW
359
Impact Partnership Wealth
Georgia
$119K +$119K +1,988 New
KBC Group
360
KBC Group
Belgium
$116K +$116K +1,946 New
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K
Point72 Asset Management
362
Point72 Asset Management
Connecticut
$111K +$79.6K +1,335 +257%
JWM
363
Janiczek Wealth Management
Colorado
$103K +$10.3K +173 +11%
BSB
364
Bangor Savings Bank
Maine
$98.6K
IA
365
IFP Advisors
Florida
$95.1K +$53.9K +904 +131%
BEI
366
Benjamin Edwards Inc
Missouri
$88K -$2.15K -36 -2%
AF
367
Advisornet Financial
Minnesota
$85.2K -$19.4K -325 -19%
HI
368
Harbour Investments
Wisconsin
$79K +$1.97K +33 +3%
C
369
Covestor
United Kingdom
$75K +$14K +234 +23%
UFF
370
USA Financial Formulas
Michigan
$73.8K
KI
371
Kapitalo Investimentos
Brazil
$65K -$181K -3,033 -74%
MCM
372
Manchester Capital Management
Vermont
$62.9K
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$59.7K
PCFFS
374
Pacific Center for Financial Services
California
$59.6K +$59.6K +1,000 New
TPCW
375
TD Private Client Wealth
New York
$57.6K +$13.9K +233 +32%