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Donaldson

407 hedge funds and large institutions have $5.88B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

26% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.54M

3% more funds holding

Funds holding: 394407 (+13)

5% more capital invested

Capital invested by funds: $5.61B → $5.88B (+$263M)

0.59% more ownership

Funds ownership: 80.34%80.92% (+0.59%)

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 150

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
128
Reduced
150
Closed
40
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
376
Pin Oak Investment Advisors
Texas
$6K
PFA
377
Professional Financial Advisors
Nebraska
$6K
Jones Financial Companies
378
Jones Financial Companies
Missouri
$6K +$4.3K +72 +206%
CMBA
379
C.M. Bidwell & Associates
Hawaii
$5K
SL
380
Savior LLC
Massachusetts
$5K
TWA
381
TCI Wealth Advisors
Arizona
$5K +$4.78K +80 New
BCA
382
Berman Capital Advisors
Georgia
$4K -$718 -12 -13%
AWA
383
Arkadios Wealth Advisors
Georgia
$4K
BFEC
384
Benjamin F. Edwards & Company
Missouri
$4K
CFN
385
Cordasco Financial Network
Florida
$4K
EARNEST Partners
386
EARNEST Partners
Georgia
$4K
HPC
387
HM Payson & Co
Maine
$4K
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$4K +$1.08K +18 +35%
CH
389
Canton Hathaway
Rhode Island
$4K +$3.77K +63 New
GRP
390
Global Retirement Partners
California
$4K +$4.42K +74 New
ADIM
391
Alpha DNA Investment Management
Maryland
$4K +$5.08K +85 New
Nisa Investment Advisors
392
Nisa Investment Advisors
Missouri
$3.26K -$1.2K -20 -0%
MCM
393
Manchester Capital Management
Vermont
$3K -$179 -3 -5%
HNB
394
Huntington National Bank
Ohio
$3K
PA
395
Parallel Advisors
California
$3K
First Manhattan
396
First Manhattan
New York
$3K +$4.01K +67 New
HF
397
Halpern Financial
Virginia
$2.79K +$2.87K +48 New
CFD
398
Creative Financial Designs
Indiana
$1K
LIM
399
Longfellow Investment Management
Massachusetts
$1K
NFG
400
Next Financial Group
Texas
$1K