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Donaldson

530 hedge funds and large institutions have $7.39B invested in Donaldson in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 201 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+17
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
171
Reduced
201
Closed
37
Calls
$4.25M
Puts
$3.27M
Net Calls
+$974K
Net Calls Change
+$703K
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$15.6K +$3.98K +54 +34%
CTA
477
Colonial Trust Advisors
South Carolina
$14.7K +$14.7K +200 New
HC
478
Hoese & Co
Minnesota
$13.3K
JWA
479
JFS Wealth Advisors
Pennsylvania
$11.9K -$590 -8 -5%
OA
480
Operose Advisors
Wisconsin
$10.5K
GWSG
481
GPS Wealth Strategies Group
Colorado
$10.3K
HNB
482
Huntington National Bank
Ohio
$9.21K +$7.3K +99 +381%
BIG
483
Brooklyn Investment Group
New York
$8.99K +$8.99K +122 New
Mitsubishi UFJ Asset Management
484
Mitsubishi UFJ Asset Management
Japan
$8.84K
JFA
485
JNBA Financial Advisors
Minnesota
$8.26K
CA
486
Clearstead Advisors
Ohio
$8.11K
LI
487
LRI Investments
Florida
$7.76K
MG
488
Mather Group
Illinois
$7.3K -$29.8K -404 -80%
ATC
489
Adirondack Trust Company
New York
$6.71K
PWMG
490
Private Wealth Management Group
New Jersey
$6.63K
MSWM
491
Mowery & Schoenfeld Wealth Management
Illinois
$6.63K +$6.63K +90 New
CFD
492
Creative Financial Designs
Indiana
$6.27K
BCMLT
493
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.27K +$4.64K +63 +286%
FCM
494
Fourpath Capital Management
Oklahoma
$6.27K +$6.27K +85 New
HWM
495
Hemington Wealth Management
Virginia
$6K +$6K +84 New
QC
496
Quent Capital
New York
$5.48K -$2.52K -34 -31%
PTC
497
Private Trust Company
Ohio
$5.38K -$4.79K -65 -47%
LFA
498
LGT Financial Advisors
Texas
$5.38K
SWM
499
Sugarloaf Wealth Management
Georgia
$5.01K
HCP
500
Hexagon Capital Partners
Arkansas
$4.05K +$4.05K +55 New