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Donnelley Financial Solutions
DFIN

Overview Fund Activity

221 hedge funds and large institutions have $994M invested in Donnelley Financial Solutions in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 28 closing their positions.

Holders
221
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
29
Increased
77
Reduced
77
Closed
28
Calls
$1.14M
Puts
$1.33M
Net Calls
-$193K
Net Calls Change
-$2.21M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$22.7M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$38M
3
SCP
3
Steamboat Capital Partners
New York
$11.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$68.8M
5
OKSA
5
O'Keefe Stevens Advisory
New York
$3.53M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.75M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
P2P
3
Phase 2 Partners
California
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.56M
Name Market Value Shares Shares
Change 		Shares
Change %
CANY
226
Caxton Associates (New York)
New York
– – -10,564 Closed
State of Wisconsin Investment Board
227
State of Wisconsin Investment Board
Wisconsin
– – -7,500 Closed
Wellington Management Group
228
Wellington Management Group
Massachusetts
– – -5,614 Closed
FNT
229
First National Trust
Pennsylvania
– – -5,432 Closed
ZIM
230
Zacks Investment Management
Illinois
– – -5,178 Closed
NL
231
NKCFO LLC
Illinois
– – -4,800 Closed
CGA
232
Crescent Grove Advisors
Illinois
– – -4,501 Closed
PL
233
Pluribus Labs
California
– – -4,360 Closed
PHK
234
Point72 Hong Kong
Hong Kong
– – -2,451 Closed
CFGS
235
Concourse Financial Group Securities
Alabama
$0 10 -1,835 -99%
FMP
236
Financial Management Professionals
Texas
– – -400 Closed
CWS
237
Confluence Wealth Services
Pennsylvania
– – -181 Closed
CA
238
CoreCap Advisors
Michigan
– – -72 Closed
FHA
239
First Horizon Advisors
Tennessee
– – -24 Closed
BA
240
Bivin & Associates
Oklahoma
– – -20 Closed
M1FG
241
Mach-1 Financial Group
Arkansas
– – -12 Closed
SIS
242
Sound Income Strategies
Florida
$0 15 – –
WB
243
Webster Bank
Connecticut
$0 3 – –
Wolverine Trading
244
Wolverine Trading
Illinois
– – – –
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$0 12 – –
AF
246
Allworth Financial
California
$0 8 – –
PA
247
Parallel Advisors
California
$0 3 +3 New
GRP
248
Global Retirement Partners
California
$0 9 +9 New
OC
249
Oakworth Capital
Alabama
$0 20 +20 New
T
250
TCWP
Ohio
$0 21 +21 New
6 7 8 9
10