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Donnelley Financial Solutions
DFIN

Overview Fund Activity

151 hedge funds and large institutions have $435M invested in Donnelley Financial Solutions in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-15
Holders Change %
-9.04%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
46
Reduced
51
Closed
26
Calls
$258K
Puts
$157K
Net Calls
+$101K
Net Calls Change
-$149K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$55.7M
2
American Century Companies
American Century Companies
Missouri
$31M
3
Morgan Stanley
Morgan Stanley
New York
$3.05M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.73M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
$1.6M

Top Sellers

1
KTA
Keeley-Teton Advisors
Illinois
$820K
2
Goldman Sachs
Goldman Sachs
New York
$577K
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Norges Bank
Norges Bank
Norway
$7.3M
5
BlackRock
BlackRock
New York
$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
126
Meeder Asset Management
Ohio
$5K -$5.52K -438 -52%
VCM
127
Versant Capital Management
Arizona
$5K -$175 -14 -3%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
BCA
129
Bray Capital Advisors
Florida
$4K +$2.21K +156 +123%
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$3K -$457 -28 -13%
AG
131
Advisor Group
Arizona
$3K – – –
RE
132
RBC Europe
United Kingdom
$2.67K – – –
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$2K -$202 -18 -9%
US Bancorp
134
US Bancorp
Minnesota
$2K – – –
GWM
135
Geneos Wealth Management
Colorado
$2K – – –
CFGS
136
Concourse Financial Group Securities
Alabama
$2K +$914 +74 +84%
APA
137
American Portfolios Advisors
New York
$1.37K – – –
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.15K – – –
QT
139
Quantamental Technologies
New York
$1K -$8.77K -500 -90%
TWA
140
TCI Wealth Advisors
Arizona
$1K – – –
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$1K – – –
QCG
142
Quadrant Capital Group
Ohio
$1K +$1K +82 New
HGWM
143
Harvest Group Wealth Management
Massachusetts
$1K +$1K +91 New
SPIA
144
Steward Partners Investment Advisory
New York
$1K +$1K +137 New
RCAG
145
Rehmann Capital Advisory Group
Michigan
$480 – – –
GT
146
Glenmede Trust
Pennsylvania
$2 – – –
Citadel Advisors
147
Citadel Advisors
Florida
– -$1.18M -79,451 Closed
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
– -$715K -48,035 Closed
HS
149
HighVista Strategies
Massachusetts
– -$665K -44,700 Closed
SRAM
150
Stone Ridge Asset Management
New York
– -$478K -32,148 Closed
3 4 5
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