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Donaldson

454 hedge funds and large institutions have $6.42B invested in Donaldson in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 22

91% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $621K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

13% more capital invested

Capital invested by funds: $5.67B → $6.42B (+$751M)

9% more funds holding

Funds holding: 417454 (+37)

0.81% more ownership

Funds ownership: 80.28%81.09% (+0.81%)

1% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 157

Holders
454
Holders Change
+37
Holders Change %
+8.87%
% of All Funds
7.24%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
64
Increased
156
Reduced
157
Closed
22
Calls
$1.19M
Puts
$621K
Net Calls
+$568K
Net Calls Change
+$291K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$41.4M -$162K -2,585 -0.4%
EIP
27
Epoch Investment Partners
New York
$39.8M -$2.05M -32,687 -5%
Invesco
28
Invesco
Georgia
$38.6M -$3.56M -56,681 -9%
ProShare Advisors
29
ProShare Advisors
Maryland
$37M -$2.46M -39,186 -6%
TD Asset Management
30
TD Asset Management
Ontario, Canada
$35.6M -$2.08M -33,143 -6%
US Bancorp
31
US Bancorp
Minnesota
$34.3M -$203K -3,231 -0.6%
MTC
32
McDaniel Terry & Co
Texas
$33M -$808K -12,856 -2%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$32.9M -$2.14M -34,073 -6%
N
34
Nuveen
North Carolina
$30.5M +$222K +3,538 +0.8%
AQR Capital Management
35
AQR Capital Management
Connecticut
$30.2M +$12.3M +194,937 +72%
Millennium Management
36
Millennium Management
New York
$28.1M +$19.6M +312,568 +266%
GI
37
GAMCO Investors
Connecticut
$27.2M -$75.4K -1,200 -0.3%
Wells Fargo
38
Wells Fargo
California
$26M -$1.51M -24,026 -6%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$26M -$242K -3,851 -1%
Citadel Advisors
40
Citadel Advisors
Florida
$25.7M +$16M +255,194 +185%
CIM
41
Confluence Investment Management
Missouri
$22.1M +$289K +4,601 +1%
Fuller & Thaler Asset Management
42
Fuller & Thaler Asset Management
California
$20.8M -$37.7M -600,313 -65%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$20.7M -$799K -12,721 -4%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$19.7M -$2.87M -45,619 -13%
First Trust Advisors
45
First Trust Advisors
Illinois
$19.6M -$217K -3,451 -1%
JP Morgan Chase
46
JP Morgan Chase
New York
$18.8M +$3.65M +58,141 +25%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$18M +$3M +47,700 +21%
HF
48
HRT Financial
New York
$17.7M +$17.1M +271,434 New
Legal & General Group
49
Legal & General Group
United Kingdom
$17.4M +$142K +2,261 +0.9%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$17.3M -$1.43M -22,693 -8%