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Donnelley Financial Solutions

255 hedge funds and large institutions have $1.79B invested in Donnelley Financial Solutions in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$165M)

3% more funds holding

Funds holding: 248255 (+7)

9% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 87

0.7% more ownership

Funds ownership: 93.36%94.05% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

28% less call options, than puts

Call options by funds: $566K | Put options by funds: $783K

Holders
255
Holders Change
+7
Holders Change %
+2.82%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
95
Reduced
87
Closed
19
Calls
$566K
Puts
$783K
Net Calls
-$217K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$2.17M +$916K +14,113 +75%
BCC
77
Bridge City Capital
Oregon
$2.02M +$1.54M +23,757 +342%
AllianceBernstein
78
AllianceBernstein
Tennessee
$2.01M -$22.7K -350 -1%
Victory Capital Management
79
Victory Capital Management
Texas
$1.98M +$7.73K +119 +0.4%
Voloridge Investment Management
80
Voloridge Investment Management
Florida
$1.9M +$910K +14,017 +95%
MAM
81
Martingale Asset Management
Massachusetts
$1.87M +$197K +3,042 +12%
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$1.76M +$12.5K +193 +0.7%
Deutsche Bank
83
Deutsche Bank
Germany
$1.75M +$994K +15,304 +136%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$1.72M +$725K +11,167 +74%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$1.72M +$42.4K +653 +3%
Federated Hermes
86
Federated Hermes
Pennsylvania
$1.67M +$164K +2,520 +11%
DM
87
Deerfield Management
New York
$1.64M +$1.62M +24,968 New
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$1.52M -$207K -3,184 -12%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$1.5M -$606K -9,330 -29%
Comerica Bank
90
Comerica Bank
Texas
$1.43M -$26.8K -413 -2%
UBS Group
91
UBS Group
Switzerland
$1.41M -$199K -3,066 -13%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$1.38M +$18.8K +289 +1%
Squarepoint
93
Squarepoint
New York
$1.34M +$64.5K +994 +5%
TI
94
Trexquant Investment
Connecticut
$1.25M -$923K -14,215 -43%
SG Americas Securities
95
SG Americas Securities
New York
$1.19M +$1.17M +18,078 New
PAM
96
Panagora Asset Management
Massachusetts
$1.18M -$1.24M -19,099 -52%
DTL
97
Dynamic Technology Lab
Singapore
$1.17M +$597K +9,197 +106%
JIR
98
James Investment Research
Ohio
$1.14M
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$1.13M +$5.65K +87 +0.5%
LCM
100
Legato Capital Management
California
$1.12M +$484K +7,451 +77%

DFIN Hedge Fund Activity: Q3 2024 in Review

255 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2024, worth a combined $1.79B — up 10% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFIN positions and 19 closed out — a net gain of 8 holders — while 95 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $20.1M. The largest seller was Simcoe Capital Management, cutting an estimated $17.4M.

  • 255 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2024, up from 248 in Q2 2024.
  • Funds reported $1.79B of Donnelley Financial Solutions stock for Q3 2024, up 10% quarter-over-quarter.
  • 27 funds opened new Donnelley Financial Solutions positions in Q3 2024 and 19 closed out, a net change of +8 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2024 was Invesco, an estimated $20.1M added.
  • The largest Donnelley Financial Solutions seller in Q3 2024 was Simcoe Capital Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2024.