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Donnelley Financial Solutions
DFIN

246 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more funds holding

Funds holding: 222 → 246 (+24)

0.46% more ownership

Funds ownership: 93.88% → 94.34% (+0.46%)

0% less capital invested

Capital invested by funds: $1.7B → $1.7B (-$3.62M)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

28% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $2.44M

Holders
246
Holders Change
+24
Holders Change %
+10.81%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
80
Reduced
86
Closed
16
Calls
$1.75M
Puts
$2.44M
Net Calls
-$688K
Net Calls Change
-$694K

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$41.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$18.9M
3
NPIC
Neumeier Poma Investment Counsel
California
+$15.7M
4
American Century Companies
American Century Companies
Missouri
+$7.14M
5
BTW
Boston Trust Walden
Massachusetts
+$7.03M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$29.3M
3
SCM
Simcoe Capital Management
New York
-$15.9M
4
TCM
Tensile Capital Management
California
-$11.9M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Access Investment Management
Georgia
$13.5M +$2.81K +45 +0%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$12.8M -$1.75M -27,959 -12%
EAM
28
Eagle Asset Management
Florida
$11.9M -$323K -5,166 -3%
Goldman Sachs
29
Goldman Sachs
New York
$10.4M +$3.77M +60,201 +56%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$10.2M +$3.87M +61,794 +60%
TCM
31
Tensile Capital Management
California
$10M -$11.9M -190,000 -54%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$9.52M -$1.9M -30,452 -17%
Principal Financial Group
33
Principal Financial Group
Iowa
$8.85M -$1.63K -26 -0%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$8.78M +$2.51M +40,181 +40%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$7.82M +$362K +5,795 +5%
Millennium Management
36
Millennium Management
New York
$7.51M +$1.01M +16,092 +15%
RA
37
Royce & Associates
New York
$7.47M -$30.9K -494 -0.4%
Citadel Advisors
38
Citadel Advisors
Florida
$7.3M +$5.85M +93,574 +389%
N
39
Nuveen
North Carolina
$6.65M +$32.5K +519 +0.5%
CAM
40
Cresset Asset Management
Illinois
$6.51M +$3.22M +51,405 +96%
Bank of America
41
Bank of America
North Carolina
$6.37M +$179K +2,866 +3%
Man Group
42
Man Group
United Kingdom
$6.35M -$1.37M -21,966 -18%
Ameriprise
43
Ameriprise
Minnesota
$6.23M -$2.18M -34,789 -26%
Fisher Asset Management
44
Fisher Asset Management
Washington
$6.17M -$169K -2,697 -3%
EF
45
Empowered Funds
Pennsylvania
$6.04M +$6.09M +97,423 New
WCA
46
Waratah Capital Advisors
Ontario, Canada
$5.9M +$3.52M +56,306 +145%
Renaissance Technologies
47
Renaissance Technologies
New York
$5.6M +$5.65M +90,300 New
JAIC
48
Josh Arnold Investment Consultant
Minnesota
$5.2M +$5.25M +83,925 New
SCP
49
Seizert Capital Partners
Michigan
$5.18M +$74.3K +1,188 +1%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$4.96M +$3.46M +55,330 +225%
1
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3 4 5

DFIN Hedge Fund Activity: Q1 2024 in Review

246 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2024, worth a combined $1.7B — down 0.21% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFIN positions and 16 closed out — a net gain of 24 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $41.1M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 246 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2024, up from 222 in Q4 2023.
  • Funds reported $1.7B of Donnelley Financial Solutions stock for Q1 2024, down 0.21% quarter-over-quarter.
  • 40 funds opened new Donnelley Financial Solutions positions in Q1 2024 and 16 closed out, a net change of +24 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2024 was Mawer Investment Management, an estimated $41.1M added.
  • The largest Donnelley Financial Solutions seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.