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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
SWS
476
SYSTM Wealth Solutions
Illinois
$7.51K -$1.39K -19 -15%
LI
477
LRI Investments
Florida
$7.23K
ATC
478
Adirondack Trust Company
New York
$6.51K
PWMG
479
Private Wealth Management Group
New Jersey
$6.44K
CFD
480
Creative Financial Designs
Indiana
$6.08K
CAL
481
Capital Advisors Ltd
Ohio
$6K +$2.86K +39 +80%
UB
482
UMB Bank
Missouri
$5.44K +$3.01K +41 +117%
S
483
Sachetta
Massachusetts
$5.26K +$1.17K +16 +30%
LFA
484
LGT Financial Advisors
Texas
$5.22K
SWM
485
Sugarloaf Wealth Management
Georgia
$4.87K
FNWA
486
Financial Network Wealth Advisors
Utah
$3.72K +$3.82K +52 New
AssetMark Inc
487
AssetMark Inc
California
$3.58K +$3.67K +50 New
AS
488
Altshuler Shaham
Israel
$3.51K -$147 -2 -4%
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$3.51K
CWP
490
Concord Wealth Partners
Virginia
$3.08K
AF
491
Allworth Financial
California
$3.05K +$3.08K +42 New
CAL
492
Capital Analysts LLC
Pennsylvania
$3K
FGA
493
Fortis Group Advisors
New Jersey
$2.43K
TWP
494
Triad Wealth Partners
Kansas
$2.43K +$2.5K +34 New
AFWM
495
Abich Financial Wealth Management
Virginia
$2.22K -$294 -4 -11%
SIC
496
SJS Investment Consulting
Ohio
$2.15K
HNB
497
Huntington National Bank
Ohio
$1.86K +$1.91K +26 New
BCMLT
498
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.58K
VWA
499
Valued Wealth Advisors
Utah
$1.57K +$147 +2 +10%
DPW
500
DiNuzzo Private Wealth
Pennsylvania
$1.57K +$220 +3 +16%