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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
7.18%
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 %
CFGS
401
Concourse Financial Group Securities
Alabama
$17.6K -$2.39K -40 -12%
WTG
402
West Tower Group
Virginia
$16.6K +$16.6K +278 New
EBA
403
Eagle Bay Advisors
New York
$14.6K
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$14.4K +$2.62K +44 +22%
CT
405
Colonial Trust
South Carolina
$11.9K
HT
406
Headlands Technologies
Illinois
$11.6K +$11.6K +195 New
CA
407
Clearstead Advisors
Ohio
$11.1K +$11.1K +186 New
Cohen & Steers
408
Cohen & Steers
New York
$11K +$11K +177 New
HC
409
Hoese & Co
Minnesota
$10.7K
JWA
410
JFS Wealth Advisors
Pennsylvania
$10.1K
GWSG
411
GPS Wealth Strategies Group
Colorado
$8.35K
PFBT
412
Parkside Financial Bank & Trust
Missouri
$8.23K +$1.91K +32 +30%
BLC
413
Brown, Lisle/Cummings
Rhode Island
$7.46K
QC
414
Quent Capital
New York
$7.28K
Mitsubishi UFJ Asset Management
415
Mitsubishi UFJ Asset Management
Japan
$7.16K +$7.16K +120 New
JFA
416
JNBA Financial Advisors
Minnesota
$6.68K
HNB
417
Huntington National Bank
Ohio
$6.2K -$1.85K -31 -23%
Bessemer Group
418
Bessemer Group
New Jersey
$6K -$50.4K -849 -89%
HL
419
HeadInvest LLC
Maine
$5.97K +$5.97K +100 New
BF
420
BOK Financial
Oklahoma
$5.07K +$231 +4 +5%
CFD
421
Creative Financial Designs
Indiana
$5.07K +$3.82K +64 +305%
LFA
422
LGT Financial Advisors
Texas
$4.95K +$4.95K +83 New
PTC
423
Private Trust Company
Ohio
$4.35K
EARNEST Partners
424
EARNEST Partners
Georgia
$4.29K
SWM
425
Sugarloaf Wealth Management
Georgia
$4.06K