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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
CF
176
Covea Finance
France
$2.29M -$294K -4,000 -11%
GWWM
177
Great Waters Wealth Management
Minnesota
$2.29M -$43K -586 -2%
AM
178
AGF Management
Ontario, Canada
$2.29M -$177K -2,417 -7%
SO
179
STRS Ohio
Ohio
$2.2M +$383K +5,219 +20%
QCM
180
Quantinno Capital Management
New York
$2.14M +$730K +9,953 +50%
A
181
AlphaQuest
New York
$2.13M +$535K +7,288 +33%
BA
182
Bridgewater Associates
Connecticut
$2.09M +$2.15M +29,257 New
Creative Planning
183
Creative Planning
Kansas
$2.09M +$5.8K +79 +0.3%
SOMRS
184
State of Michigan Retirement System
Michigan
$2.07M -$36.7K -500 -2%
IEFM
185
IQ EQ Fund Management
Ireland
$2.07M -$409K -5,570 -16%
Capital Fund Management (CFM)
186
Capital Fund Management (CFM)
France
$2.04M +$367 +5 +0%
ASN
187
Advisory Services Network
Georgia
$2.03M +$133K +1,808 +7%
EGM
188
Engineers Gate Manager
New York
$1.98M +$392K +5,342 +24%
PAG
189
Private Advisor Group
New Jersey
$1.93M +$76.5K +1,042 +4%
NMIMC
190
Northwestern Mutual Investment Management Company
Wisconsin
$1.92M +$5.06K +69 +0.3%
COPPSERS
191
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.91M +$7.63K +104 +0.4%
Lazard Asset Management
192
Lazard Asset Management
New York
$1.88M +$802K +10,928 +71%
KWM
193
Kingsview Wealth Management
Oregon
$1.82M +$1.87M +25,435 New
VFA
194
Values First Advisors
Tennessee
$1.82M -$198K -2,693 -10%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$1.79M +$93.9K +1,279 +5%
OPERF
196
Oregon Public Employees Retirement Fund
Oregon
$1.79M -$345K -4,700 -16%
M&T Bank
197
M&T Bank
New York
$1.78M -$12.2K -166 -0.7%
NMERB
198
New Mexico Educational Retirement Board
New Mexico
$1.78M
BCI
199
Brinker Capital Investments
Pennsylvania
$1.73M -$140K -1,913 -7%
OPS
200
Orion Portfolio Solutions
Nebraska
$1.73M -$140K -1,913 -7%