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Donnelley Financial Solutions
DFIN

Overview Fund Activity

166 hedge funds and large institutions have $487M invested in Donnelley Financial Solutions in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-16
Holders Change %
-8.79%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
61
Reduced
48
Closed
35
Calls
$255K
Puts
$5K
Net Calls
+$250K
Net Calls Change
+$577K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.8M
2
American Century Companies
American Century Companies
Missouri
+$4.24M
3
SCM
Simcoe Capital Management
New York
+$3.48M
4
KTA
Keeley-Teton Advisors
Illinois
+$3.12M
5
PI
Putnam Investments
Massachusetts
+$1.78M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$3.76M
2
Marshall Wace
Marshall Wace
United Kingdom
-$3.48M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3M
4
DIA
Dean Investment Associates
Ohio
-$2.62M
5
LSV Asset Management
LSV Asset Management
Illinois
-$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Cutler Group
California
$37K -$13.3K -900 -26%
Simplex Trading
127
Simplex Trading
Illinois
$33K -$152K -10,243 -82%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$32K -$16K -1,095 -33%
Bessemer Group
129
Bessemer Group
New Jersey
$22K -$111K -7,521 -83%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$20K – – –
LIA
131
LS Investment Advisors
Michigan
$17K – – –
MOACM
132
Mutual of America Capital Management
New York
$15K +$1.97K +129 +15%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$13K -$3.18K -227 -20%
MAM
134
Meeder Asset Management
Ohio
$12K -$2.75K -191 -19%
IRC
135
Investors Research Corp
Georgia
$11K +$11K +760 New
SWA
136
Sutton Wealth Advisors
Florida
$10.1K +$10.1K +679 New
QT
137
Quantamental Technologies
New York
$8K -$51.7K -3,601 -87%
SWM
138
SeaCrest Wealth Management
New York
$7K – – –
PWM
139
PRW Wealth Management
Massachusetts
$7K – – –
LB
140
Legacy Bridge
Iowa
$7K +$7K +480 New
VCM
141
Versant Capital Management
Arizona
$6K -$7.63K -525 -56%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +144 New
HNB
143
Huntington National Bank
Ohio
$4K -$2.37K -178 -37%
NSIM
144
North Star Investment Management
Illinois
$4K – – –
AG
145
Advisor Group
Arizona
$3K -$4.41K -375 -60%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$3K -$1.91K -125 -39%
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$3K -$212 -15 -7%
RE
148
RBC Europe
United Kingdom
$2.98K – – –
US Bancorp
149
US Bancorp
Minnesota
$2K -$806 -58 -29%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$2K – – –
4 5
6
7 8