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Donaldson

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
401
Blue Trust Inc
Georgia
$142K -$32.5K -482 -19%
WT
402
Whittier Trust
California
$137K -$7.75K -115 -5%
PS
403
Principal Securities
Iowa
$131K -$5.79K -86 -4%
GRP
404
Global Retirement Partners
California
$121K -$515K -7,644 -81%
C
405
Covestor
United Kingdom
$114K +$25.6K +381 +29%
BSB
406
Bangor Savings Bank
Maine
$111K
KTC
407
Kentucky Trust Company
Kentucky
$105K +$105K +1,565 New
NL
408
NKCFO LLC
Illinois
$104K
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$91.7K -$28.6K -425 -24%
LDB
410
Lee, Danner & Bass
Tennessee
$90.9K +$90.9K +1,350 New
MFG
411
Menard Financial Group
Texas
$90K +$90K +1,337 New
National Bank of Canada
412
National Bank of Canada
Quebec, Canada
$81.3K +$31.1K +461 +62%
S
413
SignatureFD
Georgia
$79.4K -$1.82K -27 -2%
EWA
414
EverSource Wealth Advisors
Alabama
$76.6K +$23.8K +353 +45%
QL
415
Quarry LP
New York
$72.2K +$44.7K +664 +163%
MCM
416
Manchester Capital Management
Vermont
$70.8K
UFF
417
USA Financial Formulas
Michigan
$70.2K -$3.03K -45 -4%
PCFFS
418
Pacific Center for Financial Services
California
$67.4K
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$64.1K -$15.8K -234 -20%
GI
420
GAMMA Investing
California
$62.3K +$13.9K +206 +29%
CIAM
421
Caitong International Asset Management
Hong Kong
$58.9K +$58.9K +874 New
GWM
422
Geneos Wealth Management
Colorado
$53.9K
OC
423
Oarsman Capital
Wisconsin
$53.6K +$2.96K +44 +6%
GG
424
Gleason Group
Kentucky
$53.4K +$202 +3 +0.4%
AAP
425
Arax Advisory Partners
Colorado
$52.7K +$3.3K +49 +7%