DCI icon

Donaldson

513 hedge funds and large institutions have $7.31B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+13
Holders Change %
+2.6%
% of All Funds
7.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
185
Reduced
178
Closed
40
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
451
Asset Dedication LLC
California
$27K
EBA
452
Eagle Bay Advisors
New York
$24.3K
FHA
453
First Horizon Advisors
Tennessee
$20.5K
RA
454
Rise Advisors
New York
$20.3K +$72 +1 +0.4%
AF
455
Advisornet Financial
Minnesota
$17.9K +$17.9K +250 New
SAM
456
Smartleaf Asset Management
Massachusetts
$17.6K +$5.42K +76 +44%
IC
457
Innealta Capital
Texas
$17.3K +$17.3K +242 New
PFBT
458
Parkside Financial Bank & Trust
Missouri
$15.2K +$4.65K +65 +44%
Cohen & Steers
459
Cohen & Steers
New York
$15K -$507 -7 -3%
CT
460
Colonial Trust
South Carolina
$14.3K -$10.7K -149 -43%
OWA
461
Opal Wealth Advisors
New York
$13.5K +$13.5K +189 New
HC
462
Hoese & Co
Minnesota
$13.3K
ATPW
463
Ashton Thomas Private Wealth
Arizona
$12.5K +$12.5K +174 New
JWA
464
JFS Wealth Advisors
Pennsylvania
$12.1K
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$11.3K -$215 -3 -2%
OA
466
Operose Advisors
Wisconsin
$10.2K
GWSG
467
GPS Wealth Strategies Group
Colorado
$10K
PTC
468
Private Trust Company
Ohio
$9.88K -$644 -9 -6%
CFGS
469
Concourse Financial Group Securities
Alabama
$9.3K +$1.07K +15 +13%
Mitsubishi UFJ Asset Management
470
Mitsubishi UFJ Asset Management
Japan
$8.59K
JFA
471
JNBA Financial Advisors
Minnesota
$8.02K
CA
472
Clearstead Advisors
Ohio
$7.87K +$6.3K +88 +400%
QC
473
Quent Capital
New York
$7.75K +$1.44K +20 +23%
SWS
474
SYSTM Wealth Solutions
Illinois
$7.51K -$1.36K -19 -15%
LI
475
LRI Investments
Florida
$7.23K