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Donaldson

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
VF
351
Vest Financial
Virginia
$234K +$234K +3,582 New
SFS
352
Stiles Financial Services
Minnesota
$230K -$13.2K -202 -5%
QPW
353
Quantum Private Wealth
Florida
$229K -$5.69K -87 -2%
MKC
354
M. Kraus & Co
Vermont
$229K -$16.9K -258 -7%
EWA
355
Encompass Wealth Advisors
Oregon
$229K
LFP
356
Leeward Financial Partners
Washington
$228K
VBFP
357
Valtinson Bruner Financial Planning
Minnesota
$225K -$9.15K -140 -4%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$224K
Luther King Capital Management (LKCM)
359
Luther King Capital Management (LKCM)
Texas
$221K -$19.6K -300 -8%
BA
360
Ballast Advisors
Minnesota
$216K -$6.47K -99 -3%
SI
361
Stephens Inc
Arkansas
$211K +$211K +3,227 New
PIM
362
Penobscot Investment Management
Massachusetts
$209K +$209K +3,200 New
AWE
363
Avidian Wealth Enterprises
Texas
$209K +$209K +3,200 New
HHAA
364
Henry H. Armstrong Associates
Pennsylvania
$207K +$207K +3,175 New
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$207K +$207K +3,172 New
CIC
366
Carnegie Investment Counsel
Ohio
$203K +$203K +3,100 New
OAM
367
Oxford Asset Management
United Kingdom
$201K +$201K +3,072 New
WTC
368
WhitTier Trust Company
Nevada
$192K -$9.41K -144 -5%
NCM
369
Northwest Capital Management
Oregon
$150K
CI Investments Inc
370
CI Investments Inc
Ontario, Canada
$147K +$7.17K +110 +5%
WT
371
Whittier Trust
California
$144K
JWM
372
Janiczek Wealth Management
Colorado
$142K +$29.3K +449 +26%
KBC Group
373
KBC Group
Belgium
$127K
JFGIW
374
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K
PS
375
Principal Securities
Iowa
$120K +$120K +1,842 New