We are live on ! Find out more
DCI icon

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
VBFP
401
Valtinson Bruner Financial Planning
Minnesota
$208K -$13.9K -190 -6%
FA
402
Faithward Advisors
Pennsylvania
$205K -$12.5K -171 -6%
BRWA
403
B. Riley Wealth Advisors
Florida
$202K +$207K +2,821 New
KBC Group
404
KBC Group
Belgium
$198K +$21.5K +293 +12%
JWM
405
Janiczek Wealth Management
Colorado
$195K +$12.8K +174 +7%
CI Investments Inc
406
CI Investments Inc
Ontario, Canada
$190K -$1.1K -15 -0.6%
BTI
407
Blue Trust Inc
Georgia
$170K +$53.6K +730 +47%
NCM
408
Northwest Capital Management
Oregon
$164K
Bessemer Group
409
Bessemer Group
New Jersey
$158K +$152K +2,065 +1,465%
WT
410
Whittier Trust
California
$153K -$1.54K -21 -1%
PS
411
Principal Securities
Iowa
$144K +$4.55K +62 +3%
TPCW
412
TD Private Client Wealth
New York
$137K -$6.31K -86 -4%
Jones Financial Companies
413
Jones Financial Companies
Missouri
$136K +$128K +1,744 +1,132%
PAM
414
Paradigm Asset Management
New York
$129K +$132K +1,800 New
BSB
415
Bangor Savings Bank
Maine
$118K
QL
416
Quarry LP
New York
$118K +$77K +1,049 +175%
IA
417
IFP Advisors
Florida
$115K
NL
418
NKCFO LLC
Illinois
$111K +$113K +1,545 New
PAS
419
Point72 Asia (Singapore)
Singapore
$107K +$110K +1,495 New
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$90.8K +$60.5K +825 +186%
UFF
421
USA Financial Formulas
Michigan
$89.1K -$29.1K -397 -24%
C
422
Covestor
United Kingdom
$88K -$39.6K -539 -31%
S
423
SignatureFD
Georgia
$83.9K +$1.17K +16 +1%
MCM
424
Manchester Capital Management
Vermont
$75.2K -$220 -3 -0.3%
Simplex Trading
425
Simplex Trading
Illinois
$75K +$77.7K +1,059 New