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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.

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 %
VWM
426
Venturi Wealth Management
Texas
$52.6K +$24.9K +369 +90%
CTC
427
Central Trust Company
Missouri
$49.2K +$4.38K +65 +10%
SS
428
Sunbelt Securities
Texas
$47.6K +$202 +3 +0.4%
MA
429
Montag & Associates
Georgia
$47.1K
TCOV
430
Trust Company of Vermont
Vermont
$43.8K
JFGIW
431
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.4K +$13.9K +195 +49%
WTFG
432
Wood Tarver Financial Group
Idaho
$42K +$42K +627 New
HI
433
Harbour Investments
Wisconsin
$41.8K
VSQM
434
V-Square Quantitative Management
Illinois
$40.7K
HPC
435
HM Payson & Co
Maine
$40.7K
SAM
436
Smartleaf Asset Management
Massachusetts
$40.2K +$12.1K +180 +43%
QCG
437
Quadrant Capital Group
Ohio
$37.4K +$5.46K +81 +17%
WB
438
Webster Bank
Connecticut
$33.3K
BGA
439
Battery Global Advisors
Massachusetts
$32.2K
LC
440
Lindbrook Capital
California
$31.3K
VCM
441
Versant Capital Management
Arizona
$30.6K +$3.5K +52 +13%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.8K
FPF
443
First Pacific Financial
Washington
$26.9K
CT
444
Colonial Trust
South Carolina
$25.5K +$25.5K +378 New
ADL
445
Asset Dedication LLC
California
$25.4K
PK
446
Pflug Koory
Nebraska
$24.2K
EBA
447
Eagle Bay Advisors
New York
$22.8K
CCA
448
Catalyst Capital Advisors
New York
$21.7K -$1.95K -29 -8%
PFBT
449
Parkside Financial Bank & Trust
Missouri
$21.3K +$3.44K +51 +19%
UB
450
UMB Bank
Missouri
$21.2K -$2.29K -34 -10%