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Donaldson

407 hedge funds and large institutions have $5.88B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

26% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.54M

3% more funds holding

Funds holding: 394407 (+13)

5% more capital invested

Capital invested by funds: $5.61B → $5.88B (+$263M)

0.59% more ownership

Funds ownership: 80.34%80.92% (+0.59%)

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 150

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
128
Reduced
150
Closed
40
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$944K +$519K +8,683 +118%
State of Wisconsin Investment Board
202
State of Wisconsin Investment Board
Wisconsin
$936K -$13.4K -224 -1%
AIM
203
Allen Investment Management
New York
$931K
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$923K +$237K +3,963 +34%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$909K -$17.9K -300 -2%
PAM
206
Panagora Asset Management
Massachusetts
$909K +$269K +4,492 +40%
AG
207
AlphaSimPlex Group
Massachusetts
$893K -$195K -3,269 -18%
GAM
208
Gotham Asset Management
New York
$893K -$88.6K -1,481 -9%
Assenagon Asset Management
209
Assenagon Asset Management
Luxembourg
$870K -$1.59M -26,613 -64%
E
210
Ergoteles
New York
$869K +$894K +14,944 New
RIM
211
Redwood Investment Management
Arizona
$863K +$887K +14,838 New
X
212
Xponance
Pennsylvania
$847K -$2.03K -34 -0.2%
GIP
213
Granite Investment Partners
California
$840K
SC
214
Sepio Capital
Utah
$837K +$53.8K +900 +7%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$823K +$154K +2,578 +22%
TC
216
TwinBeech Capital
New York
$816K +$839K +14,030 New
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$803K -$108K -1,805 -12%
Pacer Advisors
218
Pacer Advisors
Pennsylvania
$800K -$39.3K -657 -5%
SM
219
Sciencast Management
New Jersey
$797K +$173K +2,890 +27%
OQS
220
Occudo Quantitative Strategies
Florida
$795K +$817K +13,669 New
CWM
221
CIBC World Markets
New York
$788K +$810K +13,542 New
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$781K +$21.8K +365 +3%
FFN
223
Focus Financial Network
Minnesota
$767K +$333K +5,566 +73%
HC
224
Henshaw Capital
Massachusetts
$765K +$2.75K +46 +0.4%
Fuller & Thaler Asset Management
225
Fuller & Thaler Asset Management
California
$762K +$251K +4,200 +47%