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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 %
ATC
376
Adirondack Trust Company
New York
$53.1K -$12.5K -209 -19%
Fifth Third Bancorp
377
Fifth Third Bancorp
Ohio
$48.2K +$13.2K +222 +38%
GWM
378
Geneos Wealth Management
Colorado
$47.7K
S
379
SignatureFD
Georgia
$46.7K +$10.3K +172 +28%
GG
380
Gleason Group
Kentucky
$46.4K +$179 +3 +0.4%
SN
381
Sittner & Nelson
Oregon
$40.3K
CTC
382
Central Trust Company
Missouri
$39.7K
WB
383
Webster Bank
Connecticut
$38.8K
TCOV
384
Trust Company of Vermont
Vermont
$38.8K
AWA
385
Artemis Wealth Advisors
New York
$38.3K +$38.3K +641 New
RTC
386
Riverview Trust Company
Washington
$36.7K
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.5K
EWA
388
EverSource Wealth Advisors
Alabama
$33.5K -$716 -12 -2%
QCG
389
Quadrant Capital Group
Ohio
$31.9K +$17.7K +296 +124%
BTI
390
Blue Trust Inc
Georgia
$28K +$24.9K +404 +792%
MRC
391
Millburn Ridgefield Corp
New York
$26.8K +$26.8K +449 New
CCA
392
Catalyst Capital Advisors
New York
$26.8K +$26.8K +449 New
PK
393
Pflug Koory
Nebraska
$25.9K
HPC
394
HM Payson & Co
Maine
$24.6K
OA
395
Operose Advisors
Wisconsin
$22.8K +$22.8K +383 New
ADL
396
Asset Dedication LLC
California
$22K
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$19K -$537 -9 -3%
FHA
398
First Horizon Advisors
Tennessee
$18K
TWM
399
Tradition Wealth Management
Minnesota
$18K +$120 +2 +0.7%
LC
400
Lindbrook Capital
California
$17.8K