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Donnelley Financial Solutions
DFIN

148 hedge funds and large institutions have $168M invested in Donnelley Financial Solutions in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.12% less ownership

Funds ownership: 96.33% → 93.21% (-3.1%)

6% less funds holding

Funds holding: 157 → 148 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

51% less capital invested

Capital invested by funds: $346M → $168M (-$177M)

Holders
148
Holders Change
-9
Holders Change %
-5.73%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
50
Reduced
41
Closed
24
Calls
$55K
Puts
–
Net Calls
+$55K
Net Calls Change
+$341K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.61M
2
RPA
Rock Point Advisors
Vermont
+$3.79M
3
PMG
Private Management Group
California
+$2.18M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$1.31M
5
Goldman Sachs
Goldman Sachs
New York
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.5M
2
AC
AltraVue Capital
Washington
-$2.08M
3
Millennium Management
Millennium Management
New York
-$1.7M
4
KCM
Kennedy Capital Management
Missouri
-$1.55M
5
Morgan Stanley
Morgan Stanley
New York
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$1.48M +$432K +50,964 +22%
Comerica Bank
27
Comerica Bank
Texas
$1.48M +$437K +51,595 +26%
Goldman Sachs
28
Goldman Sachs
New York
$1.45M +$1.06M +124,848 +83%
Principal Financial Group
29
Principal Financial Group
Iowa
$1.25M -$83K -9,795 -4%
Ameriprise
30
Ameriprise
Minnesota
$1.06M +$11K +1,299 +0.6%
Axa
31
Axa
France
$954K -$57.6K -6,800 -4%
Two Sigma Investments
32
Two Sigma Investments
New York
$822K +$488K +57,597 +59%
N
33
Nuveen
North Carolina
$680K +$24.2K +2,859 +2%
ICM
34
Invenomic Capital Management
Massachusetts
$676K +$247K +29,178 +29%
SEI Investments
35
SEI Investments
Pennsylvania
$673K -$47.9K -5,656 -4%
PPA
36
Parametric Portfolio Associates
Washington
$646K +$474K +55,988 +84%
LSV Asset Management
37
LSV Asset Management
Illinois
$632K -$26.7K -3,152 -3%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$610K +$679K +80,100 +224%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$601K +$967K +114,082 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$585K +$27.4K +3,230 +3%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$532K +$483K +57,004 +130%
AIS
42
AlphaOne Investment Services
Pennsylvania
$515K +$325K +38,408 +65%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$512K +$149K +17,635 +22%
Millennium Management
44
Millennium Management
New York
$490K -$1.7M -200,546 -68%
ARM
45
Adirondack Research & Management
New York
$467K -$104K -12,271 -12%
BCM
46
Bridgeway Capital Management
Texas
$464K -$85.6K -10,100 -10%
AA
47
Ancora Advisors
Ohio
$457K +$137K +16,161 +23%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$449K +$371K +43,810 +106%
Morgan Stanley
49
Morgan Stanley
New York
$421K -$1.52M -178,865 -69%
Legal & General Group
50
Legal & General Group
United Kingdom
$418K +$6.02K +711 +0.9%
1
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DFIN Hedge Fund Activity: Q1 2020 in Review

148 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2020, worth a combined $168M — down 51% from $346M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of DFIN and 17 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 50 added.

The largest buyer was Vanguard Group, adding an estimated $6.61M. The largest seller was Fidelity Investments, exiting entirely with an estimated $23.5M sold.

  • 148 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2020, down from 157 in Q4 2019.
  • Funds reported $168M of Donnelley Financial Solutions stock for Q1 2020, down 51% quarter-over-quarter.
  • 17 funds opened new Donnelley Financial Solutions positions in Q1 2020 and 24 closed out, a net change of -7 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2020 was Vanguard Group, an estimated $6.61M added.
  • The largest Donnelley Financial Solutions seller in Q1 2020 was Fidelity Investments, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2020.