DCI icon

Donaldson

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
401
PEAK6 Investments
Illinois
$33.3K -$120K -1,834 -78%
LC
402
Lindbrook Capital
California
$30.9K +$11.4K +174 +58%
CCA
403
Catalyst Capital Advisors
New York
$28.9K -$457 -7 -2%
MRC
404
Millburn Ridgefield Corp
New York
$28.9K -$457 -7 -2%
PK
405
Pflug Koory
Nebraska
$28.4K
FFO
406
Fortitude Family Office
Arizona
$27.3K +$27.3K +418 New
HPC
407
HM Payson & Co
Maine
$26.9K
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$25.2K +$4.38K +67 +21%
ADL
409
Asset Dedication LLC
California
$25K
QL
410
Quarry LP
New York
$24K +$24K +368 New
TWM
411
Tradition Wealth Management
Minnesota
$20K +$66 +1 +0.3%
CFGS
412
Concourse Financial Group Securities
Alabama
$19.3K
FHA
413
First Horizon Advisors
Tennessee
$18.7K -$1.05K -16 -5%
EBA
414
Eagle Bay Advisors
New York
$14.8K -$1.11K -17 -7%
MSWM
415
McGlone Suttner Wealth Management
Wisconsin
$14.1K +$14.1K +216 New
Cohen & Steers
416
Cohen & Steers
New York
$14K +$2.42K +37 +21%
Bessemer Group
417
Bessemer Group
New Jersey
$14K +$7.54K +118 +117%
CT
418
Colonial Trust
South Carolina
$13.1K
FFA
419
Farther Finance Advisors
California
$12.3K +$11K +169 +889%
T
420
TOBAM
France
$12K +$11.5K +178 +2,543%
Jones Financial Companies
421
Jones Financial Companies
Missouri
$11.6K +$11.6K +177 New
JWA
422
JFS Wealth Advisors
Pennsylvania
$11K
Simplex Trading
423
Simplex Trading
Illinois
$11K +$11K +182 New
HC
424
Hoese & Co
Minnesota
$11K
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$10.6K -$5.16K -79 -33%