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Donaldson

298 hedge funds and large institutions have $4.01B invested in Donaldson in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-7
Holders Change %
-2.3%
% of All Funds
7.95%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
27
Increased
113
Reduced
95
Closed
30
Calls
$1.15M
Puts
$554K
Net Calls
+$593K
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$720K +$11.9K +316 +2%
GCP
177
GSA Capital Partners
United Kingdom
$709K +$709K +18,811 New
JA
178
JLB & Associates
Michigan
$703K
KeyBank National Association
179
KeyBank National Association
Ohio
$700K -$186K -4,935 -21%
Creative Planning
180
Creative Planning
Kansas
$700K -$11.3K -300 -2%
SAM
181
Securian Asset Management
Minnesota
$683K +$9.28K +246 +1%
MC
182
Montag & Caldwell
Georgia
$681K +$27.1K +718 +4%
FAM
183
Formidable Asset Management
Ohio
$661K
CW
184
Cobiz Wealth
Colorado
$656K -$126K -3,346 -16%
JPMorgan Chase & Co
185
JPMorgan Chase & Co
New York
$656K +$157K +4,145 +31%
M&T Bank
186
M&T Bank
New York
$637K -$25.9K -687 -4%
Aristotle Capital Management
187
Aristotle Capital Management
California
$637K
CCA
188
Conestoga Capital Advisors
Pennsylvania
$637K +$20.4K +541 +3%
WTC
189
WhitTier Trust Company
Nevada
$620K +$5.35K +142 +0.9%
CPS
190
Counsel Portfolio Services
Ontario, Canada
$607K
Acadian Asset Management
191
Acadian Asset Management
Massachusetts
$607K
AIM
192
Allen Investment Management
New York
$603K
EHWM
193
Eads & Heald Wealth Management
Georgia
$595K -$16.4K -435 -3%
AB
194
Amalgamated Bank
New York
$590K +$21.3K +566 +4%
VanEck Associates
195
VanEck Associates
New York
$574K +$107K +2,841 +23%
Nomura Holdings
196
Nomura Holdings
Japan
$554K +$554K +14,590 New
NMIMC
197
Northwestern Mutual Investment Management Company
Wisconsin
$545K +$545K +14,450 New
NC
198
NewSquare Capital
Pennsylvania
$534K +$2.38K +63 +0.4%
ZAM
199
Zevin Asset Management
Massachusetts
$532K
Citigroup
200
Citigroup
New York
$525K +$281K +7,423 +115%