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Donaldson

500 hedge funds and large institutions have $7.72B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+32
Holders Change %
+6.84%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
157
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
401
Bangor Savings Bank
Maine
$124K
UFF
402
USA Financial Formulas
Michigan
$123K +$224 +3 +0.2%
IA
403
IFP Advisors
Florida
$120K -$8.44K -113 -7%
BTI
404
Blue Trust Inc
Georgia
$116K +$59.7K +799 +106%
Walleye Trading
405
Walleye Trading
New York
$111K +$111K +1,492 New
IPW
406
Impact Partnership Wealth
Georgia
$105K -$2.02K -27 -2%
S
407
SignatureFD
Georgia
$86.4K -$1.12K -15 -1%
MCM
408
Manchester Capital Management
Vermont
$78.7K
National Bank of Canada
409
National Bank of Canada
Quebec, Canada
$75.1K
PCFFS
410
Pacific Center for Financial Services
California
$74.7K
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$68.6K +$4.18K +56 +6%
GI
412
GAMMA Investing
California
$64.2K +$299 +4 +0.5%
GWM
413
Geneos Wealth Management
Colorado
$59.7K
GG
414
Gleason Group
Kentucky
$58.5K +$224 +3 +0.4%
EWA
415
EverSource Wealth Advisors
Alabama
$55.3K +$13.3K +184 +32%
MA
416
Montag & Associates
Georgia
$52.3K +$52.3K +700 New
SS
417
Sunbelt Securities
Texas
$52.3K +$52.3K +700 New
CTC
418
Central Trust Company
Missouri
$49.7K
TCOV
419
Trust Company of Vermont
Vermont
$48.5K
RTC
420
Riverview Trust Company
Washington
$46K +$46K +616 New
HPC
421
HM Payson & Co
Maine
$45.1K +$14.3K +192 +47%
QL
422
Quarry LP
New York
$44.9K +$17.4K +233 +63%
WB
423
Webster Bank
Connecticut
$44.4K -$4.18K -56 -9%
HI
424
Harbour Investments
Wisconsin
$44.2K -$54.7K -733 -55%
LC
425
Lindbrook Capital
California
$41.7K +$6.35K +85 +18%