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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
EI
201
Ethic Inc
New York
$1.72M +$22.3K +304 +1%
HBT
202
Hills Bank & Trust
Iowa
$1.71M -$29.6K -404 -2%
Natixis Advisors
203
Natixis Advisors
Massachusetts
$1.7M +$131K +1,787 +8%
GC
204
Globeflex Capital
California
$1.68M
AFA
205
Abacus FCF Advisors
Florida
$1.61M +$132K +1,798 +9%
SPA
206
Sherbrooke Park Advisers
New York
$1.59M +$1.63M +22,274 New
IIA
207
ICW Investment Advisors
Arizona
$1.58M -$25.5K -347 -2%
ANTB
208
AMG National Trust Bank
Colorado
$1.57M -$5.43K -74 -0.3%
ACM
209
Aquatic Capital Management
Illinois
$1.54M
DIA
210
Dean Investment Associates
Ohio
$1.52M -$118K -1,603 -7%
Handelsbanken Fonder
211
Handelsbanken Fonder
Sweden
$1.51M
WPC
212
White Pine Capital
Minnesota
$1.5M +$807 +11 +0.1%
BCWM
213
Bartlett & Co Wealth Management
Ohio
$1.49M -$37.2K -507 -2%
URS
214
Utah Retirement Systems
Utah
$1.42M -$80.7K -1,100 -5%
RBC
215
Romano Brothers & Co
Illinois
$1.42M -$296K -4,030 -17%
CAM
216
Cresset Asset Management
Illinois
$1.41M +$220K +2,993 +18%
YIH
217
Y-Intercept (HK)
Hong Kong
$1.4M +$1.44M +19,591 New
Nomura Asset Management
218
Nomura Asset Management
Japan
$1.38M
Robeco Institutional Asset Management
219
Robeco Institutional Asset Management
Netherlands
$1.37M
LAM
220
LECAP Asset Management
United Kingdom
$1.37M +$590K +8,041 +73%
MFG
221
MidWestOne Financial Group
Iowa
$1.35M +$1.83K +25 +0.1%
HW
222
Hancock Whitney
Mississippi
$1.34M +$1.38M +18,741 New
FAM
223
Formidable Asset Management
Ohio
$1.33M +$1.32K +18 +0.1%
NERM
224
New England Research & Management
Illinois
$1.32M -$130K -1,775 -9%
SG Americas Securities
225
SG Americas Securities
New York
$1.3M -$305K -4,150 -19%