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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
7.17%
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 %
FDCC
426
Foster Dykema Cabot & Co
Massachusetts
$4K
BFEC
427
Benjamin F. Edwards & Company
Missouri
$4K
SFG
428
Steward Financial Group
Texas
$4K +$4K +78 New
AF
429
Allworth Financial
California
$3.22K -$1.01K -17 -24%
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$3.16K -$119 -2 -4%
CAL
431
Capital Advisors Ltd
Ohio
$3K
GRP
432
Global Retirement Partners
California
$2.26K
VWM
433
Venturi Wealth Management
Texas
$2.21K +$2.21K +37 New
VCM
434
Versant Capital Management
Arizona
$2.15K
FGA
435
Fortis Group Advisors
New Jersey
$2.03K +$2.03K +34 New
MRCM
436
M&R Capital Management
New Jersey
$1.97K
SIC
437
SJS Investment Consulting
Ohio
$1.79K +$119 +2 +7%
SWM
438
Spire Wealth Management
Virginia
$1.43K +$1.43K +24 New
FP
439
Financial Perspectives
Minnesota
$1.31K
BIA
440
Bell Investment Advisors
California
$1.25K -$597 -10 -32%
GWS
441
Glassman Wealth Services
Virginia
$1.25K
TFM
442
TFC Financial Management
Massachusetts
$1.2K
FFA
443
Farther Finance Advisors
California
$1.13K
CWP
444
Concord Wealth Partners
Virginia
$1.01K
LIM
445
Longfellow Investment Management
Massachusetts
$596
AGWCA
446
Annis Gardner Whiting Capital Advisors
Florida
$478 +$478 +8 New
TWP
447
TFO Wealth Partners
Ohio
$250
PA
448
PSI Advisors
Florida
$119
FAM
449
Fred Alger Management
New York
$60 -$25.6K -426 -100%
TC
450
TwinBeech Capital
New York
-$5.36M -85,786 Closed