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Donaldson

515 hedge funds and large institutions have $7.32B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 186 increasing their positions, 178 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

2% more funds holding

Funds holding: 503515 (+12)

7% more call options, than puts

Call options by funds: $4.4M | Put options by funds: $4.13M

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 178

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.04% less ownership

Funds ownership: 85.99%84.95% (-1%)

5% less capital invested

Capital invested by funds: $7.73B → $7.32B (-$406M)

Holders
515
Holders Change
+12
Holders Change %
+2.39%
% of All Funds
7.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
186
Reduced
178
Closed
41
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
MSS
351
Mitchell Sinkler & Starr
Pennsylvania
$332K +$332K +4,530 New
KFS
352
Kurt F. Somerville
$331K
SFG
353
SNS Financial Group
Minnesota
$326K
MF
354
Magnetar Financial
Illinois
$322K +$330K +4,495 New
SGAM
355
Smith Group Asset Management
Texas
$318K +$326K +4,440 New
CCM
356
Coldstream Capital Management
Washington
$317K +$5.72K +78 +2%
ATC
357
Argent Trust Co
Tennessee
$314K +$322K +4,392 New
SPIA
358
Steward Partners Investment Advisory
New York
$309K -$4.7K -64 -1%
BCM
359
Bayesian Capital Management
New York
$308K +$316K +4,304 New
MML Investors Services
360
MML Investors Services
Massachusetts
$303K -$9.69K -132 -3%
AWS
361
Atria Wealth Solutions
New York
$299K -$21.9K -299 -7%
GLA
362
Great Lakes Advisors
Illinois
$294K +$302K +4,109 New
NC
363
nVerses Capital
Florida
$293K +$80.7K +1,100 +37%
SW
364
SkyOak Wealth
Michigan
$291K -$36.2K -493 -11%
HWAM
365
Hennion & Walsh Asset Management
New Jersey
$287K -$40.1K -546 -12%
LNWWM
366
Laird Norton Wetherby Wealth Management
California
$284K -$121K -1,654 -29%
FIM
367
Freedom Investment Management
Connecticut
$283K +$37.1K +505 +15%
AI
368
Accredited Investors
Minnesota
$278K +$294 +4 +0.1%
RP
369
Riverwater Partners
Wisconsin
$272K -$17.6K -240 -6%
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$271K +$19.4K +264 +7%
BA
371
Ballast Advisors
Minnesota
$267K -$27.9K -380 -9%
DWM
372
Diversify Wealth Management
Utah
$267K +$278K +3,783 New
QC
373
Quadrature Capital
United Kingdom
$266K -$1.03M -14,037 -79%
FTWA
374
Fifth Third Wealth Advisors
Ohio
$264K +$271K +3,688 New
QT
375
Quantbot Technologies
New York
$261K -$1.31M -17,859 -83%