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Donaldson

455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
139
Reduced
180
Closed
42
Calls
$1.53M
Puts
$1.09M
Net Calls
+$438K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
401
Asset Dedication LLC
California
$24K
YAL
402
Your Advocates Ltd
Texas
$21.9K +$21.9K +350 New
CFGS
403
Concourse Financial Group Securities
Alabama
$20.9K +$1K +16 +5%
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$20.5K -$53.8K -860 -72%
TWM
405
Tradition Wealth Management
Minnesota
$19K +$64 +1 +0.3%
FHA
406
First Horizon Advisors
Tennessee
$18.9K +$1.56K +25 +9%
LC
407
Lindbrook Capital
California
$18.7K
VSQM
408
V-Square Quantitative Management
Illinois
$17.1K +$17.1K +273 New
EBA
409
Eagle Bay Advisors
New York
$15.3K
QCG
410
Quadrant Capital Group
Ohio
$14.9K -$3.31K -53 -18%
CT
411
Colonial Trust
South Carolina
$12.5K +$12.5K +200 New
Group One Trading
412
Group One Trading
Illinois
$12.5K +$12.5K +200 New
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$12.3K +$688 +11 +6%
HC
414
Hoese & Co
Minnesota
$11.3K
JWA
415
JFS Wealth Advisors
Pennsylvania
$10.6K -$188 -3 -2%
BWA
416
BDO Wealth Advisors
Florida
$10.5K +$10.5K +168 New
GWSG
417
GPS Wealth Strategies Group
Colorado
$8.75K -$4.13K -66 -32%
HNB
418
Huntington National Bank
Ohio
$8.44K -$63 -1 -0.7%
BLC
419
Brown, Lisle/Cummings
Rhode Island
$7.81K
QC
420
Quent Capital
New York
$7.63K +$3.38K +54 +79%
JFA
421
JNBA Financial Advisors
Minnesota
$7K
PFBT
422
Parkside Financial Bank & Trust
Missouri
$6.63K +$4.06K +65 +159%
AP
423
Arlington Partners
Alabama
$5.69K
BF
424
BOK Financial
Oklahoma
$5.25K
PTC
425
Private Trust Company
Ohio
$4.56K