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Donnelley Financial Solutions
DFIN

157 hedge funds and large institutions have $346M invested in Donnelley Financial Solutions in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

3% more funds holding

Funds holding: 152 → 157 (+5)

1.23% more ownership

Funds ownership: 95.1% → 96.33% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less capital invested

Capital invested by funds: $402M → $346M (-$55.9M)

64% less call options, than puts

Call options by funds: $160K | Put options by funds: $446K

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
61
Reduced
40
Closed
15
Calls
$160K
Puts
$446K
Net Calls
-$286K
Net Calls Change
-$475K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$7M
2
BlackRock
BlackRock
New York
+$5.74M
3
Marshall Wace
Marshall Wace
United Kingdom
+$4.02M
4
SCM
Simcoe Capital Management
New York
+$2.98M
5
Millennium Management
Millennium Management
New York
+$2.55M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$7.27M
3
FP
Foundry Partners
Minnesota
-$5.08M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.53M
5
KIM
Kestrel Investment Management
California
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$3.07M +$2.55M +243,555 +487%
Morgan Stanley
27
Morgan Stanley
New York
$2.71M +$1.42M +135,277 +109%
Principal Financial Group
28
Principal Financial Group
Iowa
$2.58M +$4.33K +413 +0.2%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$2.4M +$2.41M +229,682 New
Ameriprise
30
Ameriprise
Minnesota
$2.1M +$386K +36,805 +23%
AC
31
AltraVue Capital
Washington
$2.08M -$79.5K -7,590 -4%
Axa
32
Axa
France
$1.97M +$349K +33,300 +22%
PAM
33
Panagora Asset Management
Massachusetts
$1.9M -$14.4K -1,371 -0.8%
Comerica Bank
34
Comerica Bank
Texas
$1.84M -$4.61K -440 -0.2%
Goldman Sachs
35
Goldman Sachs
New York
$1.57M +$898K +85,736 +133%
KCM
36
Kennedy Capital Management
Missouri
$1.55M +$1.55M +148,127 New
Squarepoint
37
Squarepoint
New York
$1.42M +$1.2M +114,188 +540%
SEI Investments
38
SEI Investments
Pennsylvania
$1.4M +$73.4K +7,004 +6%
N
39
Nuveen
North Carolina
$1.32M +$12.6K +1,205 +1%
LSV Asset Management
40
LSV Asset Management
Illinois
$1.29M +$199K +18,984 +18%
LAM
41
Lapides Asset Management
Connecticut
$1.27M +$221K +21,100 +21%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.13M +$22.7K +2,165 +2%
ARM
43
Adirondack Research & Management
New York
$1.06M -$83.8K -8,000 -7%
ICM
44
Invenomic Capital Management
Massachusetts
$1.04M +$1.04M +99,026 New
Two Sigma Investments
45
Two Sigma Investments
New York
$1.03M +$1.03M +98,428 New
BCM
46
Bridgeway Capital Management
Texas
$1.03M +$713K +68,100 +227%
Barclays
47
Barclays
United Kingdom
$926K +$461K +44,019 +99%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$834K +$572K +54,640 +218%
Legal & General Group
49
Legal & General Group
United Kingdom
$825K +$41.8K +3,987 +5%
AA
50
Ancora Advisors
Ohio
$739K +$266K +25,395 +56%
1
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DFIN Hedge Fund Activity: Q4 2019 in Review

157 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2019, worth a combined $346M — down 14% from $402M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFIN positions and 15 closed out — a net gain of 11 holders — while 61 added to existing stakes and 40 trimmed.

The largest buyer was American Century Companies, adding an estimated $7M. The largest seller was Fidelity Investments, cutting an estimated $21.2M.

  • 157 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2019, up from 152 in Q3 2019.
  • Funds reported $346M of Donnelley Financial Solutions stock for Q4 2019, down 14% quarter-over-quarter.
  • 26 funds opened new Donnelley Financial Solutions positions in Q4 2019 and 15 closed out, a net change of +11 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2019 was American Century Companies, an estimated $7M added.
  • The largest Donnelley Financial Solutions seller in Q4 2019 was Fidelity Investments, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2019.