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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
TAM
376
Trillium Asset Management
Massachusetts
$258K
SFS
377
Stiles Financial Services
Minnesota
$253K +$367 +5 +0.1%
QPW
378
Quantum Private Wealth
Florida
$251K
GWP
379
Gen-Wealth Partners
Michigan
$251K +$29.8K +406 +13%
EWA
380
Encompass Wealth Advisors
Oregon
$250K
LFP
381
Leeward Financial Partners
Washington
$249K
MKC
382
M. Kraus & Co
Vermont
$247K -$4.4K -60 -2%
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$245K
NIM
384
Northeast Investment Management
Massachusetts
$241K -$20K -272 -7%
PA
385
Profund Advisors
Maryland
$238K -$64K -872 -21%
Cambridge Investment Research Advisors
386
Cambridge Investment Research Advisors
Iowa
$237K +$243K +3,314 New
EFS
387
Essex Financial Services
Connecticut
$234K +$239K +3,256 New
CPIG
388
Chicago Partners Investment Group
Illinois
$233K +$73 +1 +0%
MOS
389
MGO One Seven
Ohio
$229K +$10.3K +140 +5%
AWE
390
Avidian Wealth Enterprises
Texas
$229K
PIM
391
Penobscot Investment Management
Massachusetts
$229K
PWM
392
Perigon Wealth Management
California
$226K +$1.54K +21 +0.7%
LFA
393
Legend Financial Advisors
Pennsylvania
$221K +$227K +3,092 New
HTHT
394
Hemenway Trust Hemenway Trust
New Hampshire
$216K -$72.1K -982 -25%
WTC
395
WhitTier Trust Company
Nevada
$215K
P
396
&Partners
Tennessee
$215K +$220K +2,998 New
SI
397
Stephens Inc
Arkansas
$213K -$9.25K -126 -4%
Rafferty Asset Management
398
Rafferty Asset Management
New York
$213K +$218K +2,971 New
MC
399
Machina Capital
France
$210K +$216K +2,937 New
OIA
400
OneDigital Investment Advisors
Kansas
$209K +$215K +2,923 New