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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
MRC
451
Millburn Ridgefield Corp
New York
$28.5K +$220 +3 +0.8%
VSQM
452
V-Square Quantitative Management
Illinois
$28.5K +$9.54K +130 +49%
ADL
453
Asset Dedication LLC
California
$27K
EBA
454
Eagle Bay Advisors
New York
$24.3K
FHA
455
First Horizon Advisors
Tennessee
$20.5K
RA
456
Rise Advisors
New York
$20.3K +$73 +1 +0.4%
AF
457
Advisornet Financial
Minnesota
$17.9K +$18.3K +250 New
SAM
458
Smartleaf Asset Management
Massachusetts
$17.6K +$5.58K +76 +44%
IC
459
Innealta Capital
Texas
$17.3K +$17.8K +242 New
PFBT
460
Parkside Financial Bank & Trust
Missouri
$15.2K +$4.77K +65 +44%
Cohen & Steers
461
Cohen & Steers
New York
$15K -$514 -7 -3%
CT
462
Colonial Trust
South Carolina
$14.3K -$10.9K -149 -43%
OWA
463
Opal Wealth Advisors
New York
$13.5K +$13.9K +189 New
HC
464
Hoese & Co
Minnesota
$13.3K
ATPW
465
Ashton Thomas Private Wealth
Arizona
$12.5K +$12.8K +174 New
JWA
466
JFS Wealth Advisors
Pennsylvania
$12.1K
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$11.3K -$220 -3 -2%
OA
468
Operose Advisors
Wisconsin
$10.2K
GWSG
469
GPS Wealth Strategies Group
Colorado
$10K
PTC
470
Private Trust Company
Ohio
$9.88K -$660 -9 -6%
CFGS
471
Concourse Financial Group Securities
Alabama
$9.3K +$1.1K +15 +13%
Mitsubishi UFJ Asset Management
472
Mitsubishi UFJ Asset Management
Japan
$8.59K
JFA
473
JNBA Financial Advisors
Minnesota
$8.02K
CA
474
Clearstead Advisors
Ohio
$7.87K +$6.46K +88 +400%
QC
475
Quent Capital
New York
$7.75K +$1.47K +20 +23%