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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 %
WTG
426
West Tower Group
Virginia
$10.5K -$7.65K -117 -42%
PFBT
427
Parkside Financial Bank & Trust
Missouri
$9.35K +$327 +5 +4%
OA
428
Operose Advisors
Wisconsin
$9.35K -$15.7K -240 -63%
GWSG
429
GPS Wealth Strategies Group
Colorado
$9.15K
BLC
430
Brown, Lisle/Cummings
Rhode Island
$8.17K
SWS
431
SYSTM Wealth Solutions
Illinois
$8.1K +$8.1K +124 New
Mitsubishi UFJ Asset Management
432
Mitsubishi UFJ Asset Management
Japan
$7.63K
JFA
433
JNBA Financial Advisors
Minnesota
$7.32K
ATC
434
Adirondack Trust Company
New York
$6.52K -$57.3K -800 -90%
PWMG
435
Private Wealth Management Group
New Jersey
$5.88K +$5.88K +90 New
QC
436
Quent Capital
New York
$5.7K -$2.29K -35 -29%
CFD
437
Creative Financial Designs
Indiana
$5.56K
LFA
438
LGT Financial Advisors
Texas
$4.77K -$654 -10 -12%
PTC
439
Private Trust Company
Ohio
$4.77K
SWM
440
Sugarloaf Wealth Management
Georgia
$4.44K
FGA
441
Fortis Group Advisors
New Jersey
$4.44K +$2.22K +34 +100%
S
442
Sachetta
Massachusetts
$3.53K +$3.53K +54 New
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$3.2K -$261 -4 -8%
CAL
444
Capital Advisors Ltd
Ohio
$3K
VWM
445
Venturi Wealth Management
Texas
$2.42K
GRP
446
Global Retirement Partners
California
$2.41K
VCM
447
Versant Capital Management
Arizona
$2.35K
MRCM
448
M&R Capital Management
New Jersey
$2.16K
CAL
449
Capital Analysts LLC
Pennsylvania
$2K +$2K +38 New
SIC
450
SJS Investment Consulting
Ohio
$1.96K