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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
JIR
76
James Investment Research
Ohio
$803K
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$801K -$1.31K -35 -0.2%
GI
78
GAMCO Investors
Connecticut
$800K -$37.5K -1,000 -5%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$726K -$992K -26,452 -58%
SO
80
STRS Ohio
Ohio
$726K -$37.5K -1,000 -5%
Citadel Advisors
81
Citadel Advisors
Florida
$698K -$298K -7,954 -31%
Citigroup
82
Citigroup
New York
$695K +$105K +2,789 +18%
SOADOR
83
State of Alaska Department of Revenue
Alaska
$673K -$9.9K -264 -1%
TPSF
84
Texas Permanent School Fund
Texas
$650K -$58.3K -1,554 -8%
YCM
85
Yousif Capital Management
Michigan
$615K -$234K -6,240 -28%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$599K
JMPWA
87
JP Morgan Private Wealth Advisors
California
$570K -$1.84M -49,101 -77%
UBS Group
88
UBS Group
Switzerland
$564K +$358K +9,552 +189%
Acadian Asset Management
89
Acadian Asset Management
Massachusetts
$549K -$260K -6,934 -33%
Stifel Financial
90
Stifel Financial
Missouri
$537K -$15K -400 -3%
Man Group
91
Man Group
United Kingdom
$537K +$521K +13,885 New
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$534K +$278K +7,416 +116%
AIG
93
American International Group
New York
$532K -$14.9K -398 -3%
Teacher Retirement System of Texas
94
Teacher Retirement System of Texas
Texas
$517K -$83.5K -2,228 -14%
Jane Street
95
Jane Street
New York
$512K +$496K +13,237 New
MIM
96
MetLife Investment Management
New Jersey
$511K -$22.6K -602 -4%
CCM
97
Corsair Capital Management
New York
$507K -$57.8K -1,542 -11%
SFI
98
Susquehanna Fundamental Investments
Pennsylvania
$501K -$648K -17,290 -57%
RWM
99
Ritholtz Wealth Management
New York
$487K +$133K +3,550 +39%
Axa
100
Axa
France
$483K

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.