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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
Comerica Bank
76
Comerica Bank
Texas
$2.43M -$229K -3,658 -9%
AssetMark Inc
77
AssetMark Inc
California
$2.35M +$130K +2,071 +6%
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$2.33M +$1.3M +20,854 +125%
Assenagon Asset Management
79
Assenagon Asset Management
Luxembourg
$2.32M +$89.1K +1,425 +4%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$2.21M +$1.48M +23,600 +197%
AQR Capital Management
81
AQR Capital Management
Connecticut
$2.18M -$119K -1,906 -5%
SEI Investments
82
SEI Investments
Pennsylvania
$2.12M -$1.53M -24,533 -42%
AP
83
Advisors Preferred
Maryland
$2.1M -$615K -9,831 -23%
Canada Life
84
Canada Life
Manitoba, Canada
$1.98M +$73.4K +1,173 +4%
GI
85
GAMCO Investors
Connecticut
$1.95M +$62.5K +1,000 +3%
AllianceBernstein
86
AllianceBernstein
Tennessee
$1.92M -$173K -2,760 -8%
First Trust Advisors
87
First Trust Advisors
Illinois
$1.71M +$77.2K +1,234 +5%
QC
88
Quadrature Capital
United Kingdom
$1.69M +$1.71M +27,321 New
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$1.67M +$54.4K +869 +3%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$1.63M +$6.88K +110 +0.4%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$1.62M -$14.3K -229 -0.9%
TI
92
Trexquant Investment
Connecticut
$1.57M +$1.59M +25,368 New
MAM
93
Martingale Asset Management
Massachusetts
$1.48M +$344K +5,500 +30%
BAM
94
Bosun Asset Management
Illinois
$1.48M +$1.49M +23,850 New
JF
95
Jump Financial
Illinois
$1.44M +$1.45M +23,231 New
UBS Group
96
UBS Group
Switzerland
$1.43M -$170K -2,715 -11%
Citigroup
97
Citigroup
New York
$1.4M +$477K +7,620 +51%
TPSF
98
Texas Permanent School Fund
Texas
$1.34M +$17.9K +286 +1%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$1.33M -$36.1K -577 -3%
II
100
Inspire Investing
Idaho
$1.26M +$114K +1,822 +10%
2 3
4
5 6

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.