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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
Principal Financial Group
26
Principal Financial Group
Iowa
$57.4M -$4.44M -60,478 -7%
Charles Schwab
27
Charles Schwab
California
$54.7M +$459K +6,257 +0.8%
AQR Capital Management
28
AQR Capital Management
Connecticut
$54M +$8.65M +117,874 +19%
Impax Asset Management Group
29
Impax Asset Management Group
United Kingdom
$50.8M -$5.54M -75,431 -10%
GCM
30
Geneva Capital Management
Wisconsin
$50.5M -$1.21M -16,495 -2%
GF
31
Gabelli Funds
New York
$50.2M -$547K -7,450 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$43.8M -$935K -12,745 -2%
Wells Fargo
33
Wells Fargo
California
$43.1M +$2.95M +40,251 +7%
MTC
34
McDaniel Terry & Co
Texas
$36.4M +$407K +5,551 +1%
MPIA
35
Mountain Pacific Investment Advisers
Idaho
$33.5M -$15M -204,253 -30%
Millennium Management
36
Millennium Management
New York
$32.6M +$3.41M +46,469 +11%
Prudential Financial
37
Prudential Financial
New Jersey
$32.5M +$19.9M +270,987 +148%
UBS AM
38
UBS AM
Illinois
$31.2M +$13.8M +187,393 +75%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$31.2M +$13.9M +188,751 +76%
ProShare Advisors
40
ProShare Advisors
Maryland
$30.9M -$2.55M -34,758 -7%
JP Morgan Chase
41
JP Morgan Chase
New York
$29.8M +$966K +13,159 +3%
GI
42
GAMCO Investors
Connecticut
$29.2M -$514K -7,000 -2%
T. Rowe Price Investment Management
43
T. Rowe Price Investment Management
Maryland
$28.6M +$18.3M +249,026 +165%
UBS Group
44
UBS Group
Switzerland
$28.4M -$15.6M -212,319 -35%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$27M -$278K -3,782 -1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$26.8M -$1.3M -17,723 -5%
JAM
47
Jupiter Asset Management
United Kingdom
$26.5M +$13M +177,078 +91%
ERIM
48
Eagle Ridge Investment Management
Connecticut
$24.4M +$82.7K +1,127 +0.3%
CIM
49
Confluence Investment Management
Missouri
$24M +$11.7K +160 +0%
Ameriprise
50
Ameriprise
Minnesota
$23.7M +$5.17M +70,516 +27%