We are live on ! Find out more
DFIN icon

Donnelley Financial Solutions

255 hedge funds and large institutions have $1.79B invested in Donnelley Financial Solutions in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$165M)

3% more funds holding

Funds holding: 248255 (+7)

9% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 87

0.7% more ownership

Funds ownership: 93.36%94.05% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

28% less call options, than puts

Call options by funds: $566K | Put options by funds: $783K

Holders
255
Holders Change
+7
Holders Change %
+2.82%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
95
Reduced
87
Closed
19
Calls
$566K
Puts
$783K
Net Calls
-$217K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$4.28K +$649 +10 +18%
PS
227
Principal Securities
Iowa
$4.08K +$2.92K +45 +265%
FFA
228
Frazier Financial Advisors
Ohio
$3.82K -$1.82K -28 -33%
AS
229
Altshuler Shaham
Israel
$3.75K -$130 -2 -3%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$3.62K
MFT
231
Moisand Fitzgerald Tamayo
Florida
$3.62K
PFC
232
Phocas Financial Corp
California
$3.36K -$208K -3,203 -6%
SCM
233
Sterling Capital Management
North Carolina
$3.16K +$3.12K +48 New
PFBT
234
Parkside Financial Bank & Trust
Missouri
$2.17K -$454 -7 -18%
EBA
235
Eagle Bay Advisors
New York
$1.78K -$519 -8 -23%
NA
236
NewEdge Advisors
Louisiana
$1.38K -$8.51K -131 -86%
ACM
237
Anfield Capital Management
California
$1.19K
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$1.19K
GRP
239
Global Retirement Partners
California
$987
BFPW
240
BOK Financial Private Wealth
Colorado
$856 +$844 +13 New
CPA
241
Capital Performance Advisors
California
$856 +$844 +13 New
SPIA
242
Steward Partners Investment Advisory
New York
$790
CFO
243
CVA Family Office
Colorado
$724 +$714 +11 New
PTC
244
Private Trust Company
Ohio
$658
LIS
245
Legacy Investment Solutions
Idaho
$623 +$649 +10 New
LWMI
246
Legacy Wealth Management (Idaho)
Idaho
$623 +$649 +10 New
DWM
247
Dogwood Wealth Management
Kansas
$395
CA
248
CoreCap Advisors
Michigan
$329
PA
249
Parallel Advisors
California
$329
AWM
250
Abound Wealth Management
Tennessee
$264 -$130 -2 -33%

DFIN Hedge Fund Activity: Q3 2024 in Review

255 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2024, worth a combined $1.79B — up 10% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFIN positions and 19 closed out — a net gain of 8 holders — while 95 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $20.1M. The largest seller was Simcoe Capital Management, cutting an estimated $17.4M.

  • 255 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2024, up from 248 in Q2 2024.
  • Funds reported $1.79B of Donnelley Financial Solutions stock for Q3 2024, up 10% quarter-over-quarter.
  • 27 funds opened new Donnelley Financial Solutions positions in Q3 2024 and 19 closed out, a net change of +8 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2024 was Invesco, an estimated $20.1M added.
  • The largest Donnelley Financial Solutions seller in Q3 2024 was Simcoe Capital Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2024.