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Donnelley Financial Solutions

202 hedge funds and large institutions have $1.02B invested in Donnelley Financial Solutions in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1.24% more ownership

Funds ownership: 93.42%94.65% (+1.2%)

1% more funds holding

Funds holding: 200202 (+2)

0% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$3.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

52% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 90

98% less call options, than puts

Call options by funds: $84K | Put options by funds: $4.76M

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
43
Reduced
90
Closed
21
Calls
$84K
Puts
$4.76M
Net Calls
-$4.68M
Net Calls Change
-$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$8.22M -$1.95M -51,948 -20%
PAM
27
Panagora Asset Management
Massachusetts
$6.56M -$97.2K -2,594 -2%
Principal Financial Group
28
Principal Financial Group
Iowa
$5.92M -$418K -11,140 -7%
Ameriprise
29
Ameriprise
Minnesota
$5.59M -$367K -9,783 -6%
Fisher Asset Management
30
Fisher Asset Management
Washington
$5.46M +$1.12M +29,986 +27%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$5.35M -$24.2K -646 -0.5%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.3M -$1.42M -37,977 -22%
Comerica Bank
33
Comerica Bank
Texas
$5.26M -$62.5K -1,668 -1%
Goldman Sachs
34
Goldman Sachs
New York
$4.59M +$23K +613 +0.5%
N
35
Nuveen
North Carolina
$4.47M -$611K -16,288 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.29M -$577K -15,400 -12%
RA
37
Royce & Associates
New York
$4.28M +$986K +26,301 +31%
GC
38
Globeflex Capital
California
$3.79M -$571K -15,230 -13%
SCP
39
Seizert Capital Partners
Michigan
$3.73M -$274K -7,301 -7%
AR
40
Advisory Research
Illinois
$3.57M +$109K +2,907 +3%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$3.13M -$172K -4,595 -5%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$3.07M +$44K +1,174 +1%
Millennium Management
43
Millennium Management
New York
$3.02M -$414K -11,050 -12%
Prudential Financial
44
Prudential Financial
New Jersey
$2.81M -$29.2K -780 -1%
Bank of America
45
Bank of America
North Carolina
$2.63M -$3.44M -91,635 -57%
Swiss National Bank
46
Swiss National Bank
Switzerland
$2.5M -$120K -3,200 -5%
Legal & General Group
47
Legal & General Group
United Kingdom
$2.38M +$14.2K +379 +0.6%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$2.32M -$30K -800 -1%
SDIC
49
South Dakota Investment Council
South Dakota
$1.91M
TWP
50
TFO Wealth Partners
Ohio
$1.88M +$2.32M +61,906 New

DFIN Hedge Fund Activity: Q4 2022 in Review

202 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2022, worth a combined $1.02B — down 0.31% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFIN positions and 21 closed out — a net gain of 3 holders — while 43 added to existing stakes and 90 trimmed.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $19.7M. The largest seller was Rockefeller Capital Management, cutting an estimated $12.8M.

  • 202 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2022, up from 200 in Q3 2022.
  • Funds reported $1.02B of Donnelley Financial Solutions stock for Q4 2022, down 0.31% quarter-over-quarter.
  • 24 funds opened new Donnelley Financial Solutions positions in Q4 2022 and 21 closed out, a net change of +3 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2022 was Mawer Investment Management, an estimated $19.7M added.
  • The largest Donnelley Financial Solutions seller in Q4 2022 was Rockefeller Capital Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2022.