Donnelley Financial Solutions
DFIN
222 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 97 reducing their positions, and 17 closing their positions.
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more capital invested
Capital invested by funds: $1.48B → $1.7B (+$221M)
4% more funds holding
Funds holding: 213 → 222 (+9)
4.06% more ownership
Funds ownership: 89.81% → 93.88% (+4.1%)
1% more call options, than puts
Call options by funds: $742K | Put options by funds: $736K
38% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$47.4M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$21.9M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$20M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$13.6M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Simcoe Capital Management
New York
|
-$31.5M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$16M |
| 3 |
PMG
Private Management Group
Irvine,
California
|
-$7.07M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$5.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
226
Aureus Asset Management
Boston,
Massachusetts
| – | -$385K | -6,846 | Closed |
|
227
SG Americas Securities
New York
| – | -$310K | -5,514 | Closed |
|
|
FNT
228
First National Trust
Hermitage,
Pennsylvania
| – | -$306K | -5,432 | Closed |
|
229
Axa
Paris,
France
| – | -$304K | -5,400 | Closed |
|
|
EGM
230
Engineers Gate Manager
New York
| – | -$304K | -5,400 | Closed |
|
|
WG
231
Winton Group
London,
United Kingdom
| – | -$303K | -5,385 | Closed |
|
232
Walleye Capital
New York
| – | -$239K | -4,238 | Closed |
|
|
GF
233
Gabelli Funds
Rye,
New York
| – | -$225K | -4,000 | Closed |
|
|
DWA
234
Dorsey Wright & Associates
Pasadena,
California
| – | -$64.8K | -1,151 | Closed |
|
|
QT
235
Quantbot Technologies
New York
| – | -$40.1K | -712 | Closed |
|
236
First Manhattan
New York
| – | -$5.63K | -100 | Closed |
|
|
BAAM
237
Baker Avenue Asset Management
San Francisco,
California
| – | -$1.46K | -26 | Closed |
|
|
FHA
238
First Horizon Advisors
Memphis,
Tennessee
| – | -$956 | -17 | Closed |
|
|
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$394 | -7 | Closed |
|
DFIN Hedge Fund Activity: Q4 2023 in Review
222 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2023, worth a combined $1.7B — up 15% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DFIN positions and 17 closed out — a net gain of 14 holders — while 60 added to existing stakes and 97 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $47.4M. The largest seller was Simcoe Capital Management, cutting an estimated $31.5M.
- 222 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2023, up from 213 in Q3 2023.
- Funds reported $1.7B of Donnelley Financial Solutions stock for Q4 2023, up 15% quarter-over-quarter.
- 31 funds opened new Donnelley Financial Solutions positions in Q4 2023 and 17 closed out, a net change of +14 holders.
- The largest Donnelley Financial Solutions buyer in Q4 2023 was Morgan Stanley, an estimated $47.4M added.
- The largest Donnelley Financial Solutions seller in Q4 2023 was Simcoe Capital Management, an estimated $31.5M sold.
Based on aggregated 13F filings for Q4 2023.