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Donaldson

500 hedge funds and large institutions have $7.72B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+32
Holders Change %
+6.84%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
157
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
351
Diversify Advisory Services
Utah
$310K +$310K +4,187 New
BA
352
Ballast Advisors
Minnesota
$307K +$60.6K +812 +25%
RP
353
Riverwater Partners
Wisconsin
$302K
HTHT
354
Hemenway Trust Hemenway Trust
New Hampshire
$299K -$29.9K -400 -9%
AI
355
Accredited Investors
Minnesota
$290K +$224 +3 +0.1%
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$285K -$188K -2,524 -40%
DS
357
Dudley & Shanley
Florida
$280K +$280K +3,750 New
AC
358
Aristides Capital
Kentucky
$278K +$278K +3,729 New
AAS
359
Avantax Advisory Services
Texas
$273K +$149 +2 +0.1%
NIM
360
Northeast Investment Management
Massachusetts
$271K -$38.2K -512 -12%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$269K -$1.64K -22 -0.6%
TAM
362
Trillium Asset Management
Massachusetts
$269K
IFU
363
iSAM Funds (UK)
United Kingdom
$266K +$266K +3,559 New
SFS
364
Stiles Financial Services
Minnesota
$264K +$746 +10 +0.3%
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$263K +$26.2K +351 +11%
QPW
366
Quantum Private Wealth
Florida
$262K
MKC
367
M. Kraus & Co
Vermont
$262K
EWA
368
Encompass Wealth Advisors
Oregon
$261K
LFP
369
Leeward Financial Partners
Washington
$260K
FIM
370
Freedom Investment Management
Connecticut
$258K +$258K +3,452 New
CCIA
371
Campbell & Co Investment Adviser
Maryland
$257K -$447K -5,991 -63%
CIBC Asset Management
372
CIBC Asset Management
Ontario, Canada
$256K
PIM
373
Penobscot Investment Management
Massachusetts
$239K
AWE
374
Avidian Wealth Enterprises
Texas
$239K
HHAA
375
Henry H. Armstrong Associates
Pennsylvania
$237K