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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
HT
426
Headlands Technologies
Illinois
$72.3K +$51.1K +696 +221%
Fifth Third Bancorp
427
Fifth Third Bancorp
Ohio
$72.2K +$6.68K +91 +10%
PCFFS
428
Pacific Center for Financial Services
California
$71.6K
National Bank of Canada
429
National Bank of Canada
Quebec, Canada
$70.8K
EWA
430
EverSource Wealth Advisors
Alabama
$58.4K +$1.1K +15 +2%
GWM
431
Geneos Wealth Management
Colorado
$57.2K
GG
432
Gleason Group
Kentucky
$56.3K +$220 +3 +0.4%
SS
433
Sunbelt Securities
Texas
$50.3K +$220 +3 +0.4%
MA
434
Montag & Associates
Georgia
$50.1K
AAM
435
Advisors Asset Management
Colorado
$49.9K +$51.1K +697 New
CTC
436
Central Trust Company
Missouri
$47.6K
TCOV
437
Trust Company of Vermont
Vermont
$46.5K
HI
438
Harbour Investments
Wisconsin
$45.4K +$3.16K +43 +7%
FFA
439
Farther Finance Advisors
California
$43.7K +$31K +423 +217%
HPC
440
HM Payson & Co
Maine
$43.2K
AAP
441
Arax Advisory Partners
Colorado
$43.2K +$44.3K +603 New
VCM
442
Versant Capital Management
Arizona
$37.9K +$36.3K +494 +1,372%
MG
443
Mather Group
Illinois
$37.6K +$29.6K +404 +408%
LC
444
Lindbrook Capital
California
$37K -$3.01K -41 -7%
WB
445
Webster Bank
Connecticut
$35.4K -$7.34K -100 -17%
VWM
446
Venturi Wealth Management
Texas
$34.6K +$26.3K +359 +290%
QCG
447
Quadrant Capital Group
Ohio
$34.1K +$147 +2 +0.4%
FDCDDQ
448
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6K
GI
449
GAMMA Investing
California
$29.9K -$32.4K -441 -51%
CCA
450
Catalyst Capital Advisors
New York
$28.5K +$220 +3 +0.8%