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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 %
AFWM
451
Abich Financial Wealth Management
Virginia
$1.96K +$1.96K +30 New
WPA
452
West Paces Advisors
Georgia
$1.57K +$1.57K +24 New
CA
453
Clearstead Advisors
Ohio
$1.44K -$10.7K -164 -88%
FP
454
Financial Perspectives
Minnesota
$1.44K
BIA
455
Bell Investment Advisors
California
$1.37K
GWS
456
Glassman Wealth Services
Virginia
$1.37K
TFM
457
TFC Financial Management
Massachusetts
$1.31K
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$1.24K +$1.24K +19 New
AT
459
Arlington Trust
Alabama
$1.18K +$1.18K +18 New
AW
460
Avion Wealth
Texas
$1K
LIM
461
Longfellow Investment Management
Massachusetts
$654
BGAI
462
Bruce G. Allen Investments
Colorado
$588 +$588 +9 New
AGWCA
463
Annis Gardner Whiting Capital Advisors
Florida
$523
IFAM
464
Institutional & Family Asset Management
Colorado
$392 +$392 +6 New
AssetMark Inc
465
AssetMark Inc
California
$327 +$327 +5 New
BF
466
BOK Financial
Oklahoma
$261 -$5.48K -84 -95%
TWP
467
TFO Wealth Partners
Ohio
$261
PA
468
PSI Advisors
Florida
$131
GCP
469
GSA Capital Partners
United Kingdom
-$2.17M -36,324 Closed
OQS
470
Occudo Quantitative Strategies
Florida
-$1.62M -27,223 Closed
HF
471
HRT Financial
New York
-$1.61M -26,925 Closed
HIIFS
472
Harel Insurance Investments & Financial Services
Israel
-$1.09M -18,250 Closed
Amundi
473
Amundi
France
-$882K -14,578 Closed
SM
474
Sciencast Management
New Jersey
-$626K -10,504 Closed
Canada Pension Plan Investment Board
475
Canada Pension Plan Investment Board
Ontario, Canada
-$596K -10,000 Closed