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Donaldson

500 hedge funds and large institutions have $7.72B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 181 reducing their positions, and 31 closing their positions.

Holders
500
Holders Change
+32
Holders Change %
+6.84%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
157
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M
Name Market Value Shares Shares
Change
Shares
Change %
Bessemer Group
451
Bessemer Group
New Jersey
$11K 141 -78 -36%
PTC
452
Private Trust Company
Ohio
$11K 147 +74 +101%
OA
453
Operose Advisors
Wisconsin
$10.7K 143
GWSG
454
GPS Wealth Strategies Group
Colorado
$10.5K 140
VWM
455
Venturi Wealth Management
Texas
$9.26K 124 +87 +235%
SWS
456
SYSTM Wealth Solutions
Illinois
$9.26K 124
Mitsubishi UFJ Asset Management
457
Mitsubishi UFJ Asset Management
Japan
$8.96K 120
CFGS
458
Concourse Financial Group Securities
Alabama
$8.59K 115 -180 -61%
JFA
459
JNBA Financial Advisors
Minnesota
$8.37K 112
VF
460
VitalStone Financial
Texas
$8K 101 +101 New
LI
461
LRI Investments
Florida
$7.54K 101 +101 New
ATC
462
Adirondack Trust Company
New York
$6.8K 91
PWMG
463
Private Wealth Management Group
New Jersey
$6.72K 90
QC
464
Quent Capital
New York
$6.59K 88 +1 +1%
MG
465
Mather Group
Illinois
$6.47K 99 +99 New
CFD
466
Creative Financial Designs
Indiana
$6.35K 85
LFA
467
LGT Financial Advisors
Texas
$5.45K 73
SWM
468
Sugarloaf Wealth Management
Georgia
$5.08K 68
CAL
469
Capital Advisors Ltd
Ohio
$4K 49
AS
470
Altshuler Shaham
Israel
$3.81K 51 +51 New
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$3.66K 49
S
472
Sachetta
Massachusetts
$3.53K 54
AGWCA
473
Annis Gardner Whiting Capital Advisors
Florida
$3.36K 45 +37 +463%
CWP
474
Concord Wealth Partners
Virginia
$3.21K 43 +43 New
CAL
475
Capital Analysts LLC
Pennsylvania
$3K 38