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Donnelley Financial Solutions
DFIN

246 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more funds holding

Funds holding: 222 → 246 (+24)

0.46% more ownership

Funds ownership: 93.88% → 94.34% (+0.46%)

0% less capital invested

Capital invested by funds: $1.7B → $1.7B (-$3.62M)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

28% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $2.44M

Holders
246
Holders Change
+24
Holders Change %
+10.81%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
80
Reduced
86
Closed
16
Calls
$1.75M
Puts
$2.44M
Net Calls
-$688K
Net Calls Change
-$694K

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$41.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$18.9M
3
NPIC
Neumeier Poma Investment Counsel
California
+$15.7M
4
American Century Companies
American Century Companies
Missouri
+$7.14M
5
BTW
Boston Trust Walden
Massachusetts
+$7.03M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$29.3M
3
SCM
Simcoe Capital Management
New York
-$15.9M
4
TCM
Tensile Capital Management
California
-$11.9M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$2.48K – – –
EBA
227
Eagle Bay Advisors
New York
$2.17K +$2.19K +35 New
NA
228
NewEdge Advisors
Louisiana
$1.3K -$13.3K -212 -91%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$1.12K – – –
ACM
230
Anfield Capital Management
California
$1.12K +$1.13K +18 New
CTB
231
Country Trust Bank
Illinois
$1.12K +$1.13K +18 New
PS
232
Principal Securities
Iowa
$1.05K – – –
GRP
233
Global Retirement Partners
California
$930 – – –
SPIA
234
Steward Partners Investment Advisory
New York
$744 – – –
UB
235
UMB Bank
Missouri
$744 +$751 +12 New
PTC
236
Private Trust Company
Ohio
$620 – – –
HWM
237
HighMark Wealth Management
Minnesota
$558 – – –
ECM
238
Everence Capital Management
Indiana
$406 – – –
AWM
239
Abound Wealth Management
Tennessee
$373 – – –
DWM
240
Dogwood Wealth Management
Kansas
$372 – – –
Federated Hermes
241
Federated Hermes
Pennsylvania
$310 – – –
PA
242
Parallel Advisors
California
$310 – – –
CA
243
CoreCap Advisors
Michigan
$310 +$313 +5 New
RIL
244
Rothschild Investment LLC
Illinois
$310 +$313 +5 New
TCOV
245
Trust Company of Vermont
Vermont
$248 – – –
Macquarie Group
246
Macquarie Group
Australia
$5 +$4.94K +79 New
EGI
247
EAM Global Investors
California
– -$4.09M -65,562 Closed
EI
248
EAM Investors
California
– -$3.78M -60,573 Closed
AR
249
Advisory Research
Illinois
– -$3.49M -55,981 Closed
CCIA
250
Campbell & Co Investment Adviser
Maryland
– -$788K -12,629 Closed
7 8 9
10
11

DFIN Hedge Fund Activity: Q1 2024 in Review

246 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2024, worth a combined $1.7B — down 0.21% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFIN positions and 16 closed out — a net gain of 24 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $41.1M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 246 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2024, up from 222 in Q4 2023.
  • Funds reported $1.7B of Donnelley Financial Solutions stock for Q1 2024, down 0.21% quarter-over-quarter.
  • 40 funds opened new Donnelley Financial Solutions positions in Q1 2024 and 16 closed out, a net change of +24 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2024 was Mawer Investment Management, an estimated $41.1M added.
  • The largest Donnelley Financial Solutions seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.