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Donnelley Financial Solutions

184 hedge funds and large institutions have $426M invested in Donnelley Financial Solutions in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

787% more call options, than puts

Call options by funds: $5.2M | Put options by funds: $587K

6.3% more ownership

Funds ownership: 61.08%67.38% (+6.3%)

7% less capital invested

Capital invested by funds: $457M → $426M (-$30.9M)

11% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 62

13% less funds holding

Funds holding: 211184 (-27)

43% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 44

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
184
Holders Change
-27
Holders Change %
-12.8%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
55
Reduced
62
Closed
44
Calls
$5.2M
Puts
$587K
Net Calls
+$4.62M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$3.97M +$4.63M +205,636 New
FP
27
Foundry Partners
Minnesota
$3.85M +$701K +31,129 +18%
Principal Financial Group
28
Principal Financial Group
Iowa
$3.85M -$152K -6,762 -3%
MFP
29
Michael F. Price
$3.47M +$4.06M +180,000 New
CEI
30
Clark Estates Inc
New York
$3.25M -$2.22M -98,700 -37%
Northern Trust
31
Northern Trust
Illinois
$3.23M -$636K -28,211 -14%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.09M +$3.6M +159,972 New
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$2.68M +$3.13M +138,917 New
Ameriprise
34
Ameriprise
Minnesota
$2.64M +$107K +4,742 +4%
PPA
35
Parametric Portfolio Associates
Washington
$2.63M +$319K +14,136 +12%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$2.41M +$2.82M +125,000 New
AAM
37
Advisors Asset Management
Colorado
$2.4M -$1.12M -49,847 -29%
TCIM
38
TIAA CREF Investment Management
New York
$2.31M -$756K -33,566 -22%
B
39
Barings
North Carolina
$2.26M +$1.32M +58,562 +100%
JP Morgan Chase
40
JP Morgan Chase
New York
$2.23M -$736K -32,655 -22%
Millennium Management
41
Millennium Management
New York
$2.04M +$1.84M +81,670 +341%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.92M +$142K +6,300 +7%
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.46M -$408K -18,101 -19%
AFA
44
Alta Fundamental Advisers
New York
$1.44M +$1.68M +74,400 New
Charles Schwab
45
Charles Schwab
California
$1.43M +$138K +6,129 +9%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$1.4M -$24.5K -1,088 -1%
TA
47
Teachers Advisors
New York
$1.18M -$32.8K -1,457 -2%
Barclays
48
Barclays
United Kingdom
$1.16M +$1.14M +50,743 +551%
OAM
49
Oxford Asset Management
United Kingdom
$1.15M +$1.35M +59,829 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.14M -$467K -20,747 -26%

DFIN Hedge Fund Activity: Q1 2017 in Review

184 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2017, worth a combined $426M — down 6.8% from $457M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of DFIN and 25 opened new positions — a net loss of 19 holders — while 62 trimmed existing stakes and 55 added.

The largest buyer was BlackRock, adding an estimated $58.5M. The largest seller was Three Corner Global Investors, exiting entirely with an estimated $6.93M sold.

  • 184 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2017, down from 211 in Q4 2016.
  • Funds reported $426M of Donnelley Financial Solutions stock for Q1 2017, down 6.8% quarter-over-quarter.
  • 25 funds opened new Donnelley Financial Solutions positions in Q1 2017 and 44 closed out, a net change of -19 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2017 was BlackRock, an estimated $58.5M added.
  • The largest Donnelley Financial Solutions seller in Q1 2017 was Three Corner Global Investors, an estimated $6.93M sold.

Based on aggregated 13F filings for Q1 2017.