We are live on ! Find out more
DFIN icon

Donnelley Financial Solutions

244 hedge funds and large institutions have $1.76B invested in Donnelley Financial Solutions in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $508K | Put options by funds: $245K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.37% more ownership

Funds ownership: 94.05%97.43% (+3.4%)

0% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 83

2% less capital invested

Capital invested by funds: $1.79B → $1.76B (-$29.7M)

4% less funds holding

Funds holding: 255244 (-11)

20% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 45

Holders
244
Holders Change
-11
Holders Change %
-4.31%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
83
Reduced
83
Closed
45
Calls
$508K
Puts
$245K
Net Calls
+$263K
Net Calls Change
+$480K
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
226
Legacy Wealth Management (Idaho)
Idaho
$1.74K +$998 +16 +160%
EBA
227
Eagle Bay Advisors
New York
$1.69K
EWA
228
EverSource Wealth Advisors
Alabama
$1.32K +$1.31K +21 New
ACM
229
Anfield Capital Management
California
$1.13K
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$1.13K
GRP
231
Global Retirement Partners
California
$941
PTC
232
Private Trust Company
Ohio
$627
Jones Financial Companies
233
Jones Financial Companies
Missouri
$627 +$624 +10 New
CFB
234
Cullen/Frost Bankers
Texas
$502 +$499 +8 New
DWM
235
Dogwood Wealth Management
Kansas
$376
CA
236
CoreCap Advisors
Michigan
$314
PA
237
Parallel Advisors
California
$314
AWM
238
Abound Wealth Management
Tennessee
$251
LFG
239
Larson Financial Group
Missouri
$251
S
240
SignatureFD
Georgia
$251
TCOV
241
Trust Company of Vermont
Vermont
$251
IA
242
IFP Advisors
Florida
$125
FCMT
243
Founders Capital Management (Texas)
Texas
$125 +$125 +2 New
Macquarie Group
244
Macquarie Group
Australia
$106 +$105K +1,686 New
AWM
245
Avior Wealth Management
Nebraska
$62
CSS
246
Cubist Systematic Strategies
Connecticut
-$5.35M -81,226 Closed
AP
247
Advisors Preferred
Maryland
-$5.09M -77,834 Closed
NC
248
NewSquare Capital
Pennsylvania
-$4.62M -70,238 Closed
Jane Street
249
Jane Street
New York
-$4.41M -66,931 Closed
CM
250
Castleark Management
Illinois
-$3.86M -58,620 Closed

DFIN Hedge Fund Activity: Q4 2024 in Review

244 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2024, worth a combined $1.76B — down 1.7% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of DFIN and 36 opened new positions — a net loss of 9 holders — while 83 trimmed existing stakes and 83 added.

The largest buyer was Frontier Capital Management, opening a new position worth an estimated $26.2M. The largest seller was Mawer Investment Management, cutting an estimated $17.8M.

  • 244 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2024, down from 255 in Q3 2024.
  • Funds reported $1.76B of Donnelley Financial Solutions stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 36 funds opened new Donnelley Financial Solutions positions in Q4 2024 and 45 closed out, a net change of -9 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2024 was Frontier Capital Management, an estimated $26.2M added.
  • The largest Donnelley Financial Solutions seller in Q4 2024 was Mawer Investment Management, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2024.