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Donnelley Financial Solutions
DFIN

Overview Fund Activity

152 hedge funds and large institutions have $402M invested in Donnelley Financial Solutions in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
46
Reduced
51
Closed
12
Calls
$189K
Puts
–
Net Calls
+$189K
Net Calls Change
+$88K

Top Buyers

1
SCM
Simcoe Capital Management
New York
$37.2M
2
American Century Companies
American Century Companies
Missouri
$31.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.57M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.43M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$52.6M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$35.7M
2
PI
Putnam Investments
Massachusetts
$0
3
Norges Bank
Norges Bank
Norway
$4.11M
4
BlackRock
BlackRock
New York
$59.7M
5
Morgan Stanley
Morgan Stanley
New York
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Sutton Wealth Advisors
Florida
$8.48K +$8.48K +688 New
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$5K -$1.64K -128 -25%
MAM
128
Meeder Asset Management
Ohio
$5K – – –
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$3K -$84 -5 -3%
BCA
131
Bray Capital Advisors
Florida
$3K – – –
AG
132
Advisor Group
Arizona
$3K – – –
NSIM
133
North Star Investment Management
Illinois
$3K +$3K +275 New
RE
134
RBC Europe
United Kingdom
$2.46K – – –
US Bancorp
135
US Bancorp
Minnesota
$2K – – –
CFGS
136
Concourse Financial Group Securities
Alabama
$2K – – –
GWM
137
Geneos Wealth Management
Colorado
$2K – – –
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
IA
139
IFP Advisors
Florida
$2K +$2K +130 New
APA
140
American Portfolios Advisors
New York
$1.27K – – –
VCM
141
Versant Capital Management
Arizona
$1K -$2.91K -297 -74%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$1K -$511 -23 -34%
SPIA
143
Steward Partners Investment Advisory
New York
$1K – – –
WT
144
Whittier Trust
California
$1K +$1K +41 New
PFBT
145
Parkside Financial Bank & Trust
Missouri
$1K +$1K +76 New
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$850 -$209 -17 -20%
RCAG
147
Rehmann Capital Advisory Group
Michigan
$443 – – –
GT
148
Glenmede Trust
Pennsylvania
$4 +$2 +212 +135%
PI
149
Putnam Investments
Massachusetts
– -$3.08M -231,202 Closed
Canada Life
150
Canada Life
Manitoba, Canada
– -$590K -44,293 Closed
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