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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
LFG
251
Larson Financial Group
Missouri
$263
S
252
SignatureFD
Georgia
$263
TCOV
253
Trust Company of Vermont
Vermont
$263
MFG
254
Mendota Financial Group
Wisconsin
$132 +$130 +2 New
AWM
255
Avior Wealth Management
Nebraska
$65
Jacobs Levy Equity Management
256
Jacobs Levy Equity Management
New Jersey
-$14.8M -247,662 Closed
TCM
257
Tensile Capital Management
California
-$4.42M -74,109 Closed
ECM
258
ExodusPoint Capital Management
New York
-$1.79M -29,952 Closed
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
-$1.35M -20,728 Closed
AG
260
Algert Global
California
-$1.14M -19,077 Closed
Canada Pension Plan Investment Board
261
Canada Pension Plan Investment Board
Ontario, Canada
-$984K -16,500 Closed
SIM
262
SummerHaven Investment Management
Connecticut
-$944K -15,839 Closed
CGH
263
Crossmark Global Holdings
Texas
-$427K -7,166 Closed
MM
264
MQS Management
New York
-$360K -6,031 Closed
UM
265
UniSuper Management
Australia
-$291K -4,884 Closed
ZIM
266
Zacks Investment Management
Illinois
-$227K -3,815 Closed
CMF
267
Counterpoint Mutual Funds
California
-$217K -3,642 Closed
Walleye Capital
268
Walleye Capital
New York
-$200K -3,358 Closed
EC
269
EntryPoint Capital
New York
-$54.1K -907 Closed
NC
270
nVerses Capital
Florida
-$47.7K -800 Closed
QL
271
Quarry LP
New York
-$44.5K -747 Closed
IC
272
Innealta Capital
Texas
-$1.49K -25 Closed
CTB
273
Country Trust Bank
Illinois
-$1.07K -18 Closed
1832 Asset Management
274
1832 Asset Management
Ontario, Canada
-$835 -14 Closed

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.