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Donnelley Financial Solutions
DFIN

Overview Fund Activity

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 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+6
Holders Change %
+2.41%
% of All Funds
3.69%
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
20
Calls
$566K
Puts
$783K
Net Calls
-$217K
Net Calls Change
+$367K

Top Buyers

1
Invesco
1
Invesco
Georgia
$75.3M
2
GIP
2
Granite Investment Partners
California
$10.2M
3
BlackRock
3
BlackRock
New York
$286M
4
Morgan Stanley
4
Morgan Stanley
New York
$54.9M
5
AP
5
Advisors Preferred
Maryland
$5.09M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$66.4M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Millennium Management
3
Millennium Management
New York
$6.57M
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$133M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
226
Rothschild Investment LLC
Illinois
$4.28K +$658 +10 +18%
PS
227
Principal Securities
Iowa
$4.08K +$2.96K +45 +265%
FFA
228
Frazier Financial Advisors
Ohio
$3.82K -$1.84K -28 -33%
AS
229
Altshuler Shaham
Israel
$3.75K -$132 -2 -3%
MFT
230
Moisand Fitzgerald Tamayo
Florida
$3.62K – – –
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$3.62K – – –
PFC
232
Phocas Financial Corp
California
$3.36K -$211 -3,203 -6%
SCM
233
Sterling Capital Management
North Carolina
$3.16K +$3.16K +48 New
PFBT
234
Parkside Financial Bank & Trust
Missouri
$2.17K -$461 -7 -18%
EBA
235
Eagle Bay Advisors
New York
$1.78K -$527 -8 -23%
NA
236
NewEdge Advisors
Louisiana
$1.38K -$8.62K -131 -86%
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$1.19K – – –
ACM
238
Anfield Capital Management
California
$1.19K – – –
GRP
239
Global Retirement Partners
California
$987 – – –
BFPW
240
BOK Financial Private Wealth
Colorado
$856 +$856 +13 New
CPA
241
Capital Performance Advisors
California
$856 +$856 +13 New
SPIA
242
Steward Partners Investment Advisory
New York
$790 – – –
CFO
243
CVA Family Office
Colorado
$724 +$724 +11 New
PTC
244
Private Trust Company
Ohio
$658 – – –
LIS
245
Legacy Investment Solutions
Idaho
$623 +$623 +10 New
LWMI
246
Legacy Wealth Management (Idaho)
Idaho
$623 +$623 +10 New
DWM
247
Dogwood Wealth Management
Kansas
$395 – – –
PA
248
Parallel Advisors
California
$329 – – –
CA
249
CoreCap Advisors
Michigan
$329 – – –
AWM
250
Abound Wealth Management
Tennessee
$264 -$132 -2 -33%
7 8 9
10
11