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Donnelley Financial Solutions
DFIN

157 hedge funds and large institutions have $346M invested in Donnelley Financial Solutions in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

3% more funds holding

Funds holding: 152 → 157 (+5)

1.23% more ownership

Funds ownership: 95.1% → 96.33% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less capital invested

Capital invested by funds: $402M → $346M (-$55.9M)

64% less call options, than puts

Call options by funds: $160K | Put options by funds: $446K

Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
61
Reduced
40
Closed
15
Calls
$160K
Puts
$446K
Net Calls
-$286K
Net Calls Change
-$475K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$7M
2
BlackRock
BlackRock
New York
+$5.74M
3
Marshall Wace
Marshall Wace
United Kingdom
+$4.02M
4
SCM
Simcoe Capital Management
New York
+$2.98M
5
Millennium Management
Millennium Management
New York
+$2.55M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$7.27M
3
FP
Foundry Partners
Minnesota
-$5.08M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.53M
5
KIM
Kestrel Investment Management
California
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
126
Meeder Asset Management
Ohio
$23K +$19.1K +1,822 +459%
NSIM
127
North Star Investment Management
Illinois
$17K +$14.2K +1,358 +494%
PCM
128
Prelude Capital Management
New York
$15K +$14.7K +1,408 New
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$14K – – –
MIFH
130
Migdal Insurance & Financial Holdings
Israel
$12K -$1.26M -120,321 -99%
MOACM
131
Mutual of America Capital Management
New York
$12K -$325 -31 -3%
LIA
132
LS Investment Advisors
Michigan
$12K – – –
CG
133
Cutler Group
California
$11K -$5.31K -507 -32%
IRC
134
Investors Research Corp
Georgia
$8K – – –
PHK
135
Point72 Hong Kong
Hong Kong
$7K +$6.69K +639 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
GT
137
Glenmede Trust
Pennsylvania
$3K – – –
US Bancorp
138
US Bancorp
Minnesota
$3K +$1.63K +156 +108%
RE
139
RBC Europe
United Kingdom
$2.09K – – –
AG
140
Advisor Group
Arizona
$2K – – –
CFGS
141
Concourse Financial Group Securities
Alabama
$2K – – –
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$2K +$649 +62 +35%
TRCT
144
Tower Research Capital (TRC)
New York
$2K +$2.36K +225 New
APA
145
American Portfolios Advisors
New York
$1.08K – – –
GWM
146
Geneos Wealth Management
Colorado
$1K – – –
SPIA
147
Steward Partners Investment Advisory
New York
$1K – – –
PFBT
148
Parkside Financial Bank & Trust
Missouri
$1K +$94 +9 +12%
RMC
149
Resources Management Corp
Connecticut
$1K +$649 +62 New
EI
150
Ellevest Inc
New York
$1K +$691 +66 New
3 4 5
6
7

DFIN Hedge Fund Activity: Q4 2019 in Review

157 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2019, worth a combined $346M — down 14% from $402M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFIN positions and 15 closed out — a net gain of 11 holders — while 61 added to existing stakes and 40 trimmed.

The largest buyer was American Century Companies, adding an estimated $7M. The largest seller was Fidelity Investments, cutting an estimated $21.2M.

  • 157 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2019, up from 152 in Q3 2019.
  • Funds reported $346M of Donnelley Financial Solutions stock for Q4 2019, down 14% quarter-over-quarter.
  • 26 funds opened new Donnelley Financial Solutions positions in Q4 2019 and 15 closed out, a net change of +11 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2019 was American Century Companies, an estimated $7M added.
  • The largest Donnelley Financial Solutions seller in Q4 2019 was Fidelity Investments, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2019.