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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
FP
501
Financial Perspectives
Minnesota
$1.57K
BIA
502
Bell Investment Advisors
California
$1.5K
TFM
503
TFC Financial Management
Massachusetts
$1.44K
TFA
504
Toth Financial Advisory
Virginia
$1.43K
GJWM
505
Gilliland Jeter Wealth Management
Arkansas
$1.43K
HI
506
Horizon Investments
North Carolina
$1.15K
IFAM
507
Institutional & Family Asset Management
Colorado
$1.07K
LIM
508
Longfellow Investment Management
Massachusetts
$716
AWM
509
Avior Wealth Management
Nebraska
$715 -$38.7K -527 -98%
BGAI
510
Bruce G. Allen Investments
Colorado
$644
BF
511
BOK Financial
Oklahoma
$286
LFG
512
Larson Financial Group
Missouri
$286 +$294 +4 New
PA
513
PSI Advisors
Florida
$143
LIA
514
Lynx Investment Advisory
District of Columbia
$143 +$147 +2 New
APG Asset Management
515
APG Asset Management
Netherlands
-$18.7M -269,800 Closed
AIG
516
American International Group
New York
-$11.9M -159,457 Closed
TPSF
517
Texas Permanent School Fund
Texas
-$7.85M -105,142 Closed
RCM
518
Radnor Capital Management
Pennsylvania
-$4.14M -55,420 Closed
Holocene Advisors
519
Holocene Advisors
New York
-$2.79M -37,424 Closed
Point72 Asset Management
520
Point72 Asset Management
Connecticut
-$2.65M -35,500 Closed
SBH
521
Segall Bryant & Hamill
Illinois
-$1.53M -20,423 Closed
BCV
522
Banque Cantonale Vaudoise
Switzerland
-$927K -12,416 Closed
AG
523
AIA Group
Hong Kong
-$884K -11,842 Closed
GT
524
Glenmede Trust
Pennsylvania
-$755K -10,106 Closed
JFG
525
Jefferies Financial Group
New York
-$691K -9,258 Closed