We are live on ! Find out more
DFIN icon

Donnelley Financial Solutions

248 hedge funds and large institutions have $1.63B invested in Donnelley Financial Solutions in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

1% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 85

1% more funds holding

Funds holding: 246248 (+2)

0.98% less ownership

Funds ownership: 94.34%93.36% (-0.98%)

4% less capital invested

Capital invested by funds: $1.7B → $1.63B (-$72.5M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

41% less call options, than puts

Call options by funds: $835K | Put options by funds: $1.42M

Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
31
Increased
86
Reduced
85
Closed
26
Calls
$835K
Puts
$1.42M
Net Calls
-$584K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
226
Phocas Financial Corp
California
$3.24K +$3.31M +54,305 New
FFA
227
Farther Finance Advisors
California
$3.21K
PFBT
228
Parkside Financial Bank & Trust
Missouri
$2.38K
UB
229
UMB Bank
Missouri
$2.15K +$1.47K +24 +200%
EBA
230
Eagle Bay Advisors
New York
$2.09K
IC
231
Innealta Capital
Texas
$1.49K +$1.53K +25 New
ACM
232
Anfield Capital Management
California
$1.07K
CTB
233
Country Trust Bank
Illinois
$1.07K
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.07K
PS
235
Principal Securities
Iowa
$1.01K
GRP
236
Global Retirement Partners
California
$894
1832 Asset Management
237
1832 Asset Management
Ontario, Canada
$835 +$855 +14 New
SPIA
238
Steward Partners Investment Advisory
New York
$715
PTC
239
Private Trust Company
Ohio
$596
ECM
240
Everence Capital Management
Indiana
$411
AWM
241
Abound Wealth Management
Tennessee
$358
DWM
242
Dogwood Wealth Management
Kansas
$358
CA
243
CoreCap Advisors
Michigan
$298
PA
244
Parallel Advisors
California
$298
S
245
SignatureFD
Georgia
$238 -$2.87K -47 -92%
TCOV
246
Trust Company of Vermont
Vermont
$238
LFG
247
Larson Financial Group
Missouri
$238 +$244 +4 New
AWM
248
Avior Wealth Management
Nebraska
$59 -$2.69K -44 -98%
WCA
249
Waratah Capital Advisors
Ontario, Canada
-$5.9M -95,109 Closed
JAIC
250
Josh Arnold Investment Consultant
Minnesota
-$5.2M -83,925 Closed

DFIN Hedge Fund Activity: Q2 2024 in Review

248 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q2 2024, worth a combined $1.63B — down 4.3% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DFIN positions and 26 closed out — a net gain of 5 holders — while 86 added to existing stakes and 85 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $11.2M. The largest seller was Simcoe Capital Management, cutting an estimated $58.3M.

  • 248 institutional investors held Donnelley Financial Solutions (DFIN) as of Q2 2024, up from 246 in Q1 2024.
  • Funds reported $1.63B of Donnelley Financial Solutions stock for Q2 2024, down 4.3% quarter-over-quarter.
  • 31 funds opened new Donnelley Financial Solutions positions in Q2 2024 and 26 closed out, a net change of +5 holders.
  • The largest Donnelley Financial Solutions buyer in Q2 2024 was T. Rowe Price Associates, an estimated $11.2M added.
  • The largest Donnelley Financial Solutions seller in Q2 2024 was Simcoe Capital Management, an estimated $58.3M sold.

Based on aggregated 13F filings for Q2 2024.