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Donnelley Financial Solutions

202 hedge funds and large institutions have $1.02B invested in Donnelley Financial Solutions in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1.24% more ownership

Funds ownership: 93.42%94.65% (+1.2%)

1% more funds holding

Funds holding: 200202 (+2)

0% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$3.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

52% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 90

98% less call options, than puts

Call options by funds: $84K | Put options by funds: $4.76M

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
43
Reduced
90
Closed
21
Calls
$84K
Puts
$4.76M
Net Calls
-$4.68M
Net Calls Change
-$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$276K -$30.3K -808 -10%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$255K
DT
128
Diversified Trust
Tennessee
$242K
Janus Henderson Group
129
Janus Henderson Group
United Kingdom
$239K
HSBC Holdings
130
HSBC Holdings
United Kingdom
$231K +$224K +5,970 New
TI
131
Trexquant Investment
Connecticut
$227K -$225K -6,005 -51%
GAM
132
Gotham Asset Management
New York
$220K +$213K +5,683 New
QC
133
Quantedge Capital
Singapore
$216K -$56.2K -1,500 -21%
LCM
134
Legato Capital Management
California
$215K +$209K +5,567 New
HighTower Advisors
135
HighTower Advisors
Illinois
$212K +$202K +5,401 New
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$211K +$205K +5,472 New
FNT
137
First National Trust
Pennsylvania
$210K
LPL Financial
138
LPL Financial
California
$205K +$199K +5,297 New
SOW
139
State of Wyoming
Wyoming
$203K +$9.79K +261 +5%
MOACM
140
Mutual of America Capital Management
New York
$203K +$6.07K +162 +3%
Simplex Trading
141
Simplex Trading
Illinois
$196K +$188K +5,012 +6,961%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$182K +$2.36K +63 +1%
DCM
143
Dupont Capital Management
Delaware
$181K -$317K -8,467 -64%
CMF
144
Counterpoint Mutual Funds
California
$139K +$25.4K +678 +23%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$125K -$23.8K -634 -16%
AP
146
Arlington Partners
Alabama
$107K
CS
147
Comerica Securities
Michigan
$96.7K +$93.8K +2,501 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$95.7K -$5.02K -134 -5%
AIP
149
Ameritas Investment Partners
Nebraska
$91.5K
KBC Group
150
KBC Group
Belgium
$77K

DFIN Hedge Fund Activity: Q4 2022 in Review

202 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2022, worth a combined $1.02B — down 0.31% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFIN positions and 21 closed out — a net gain of 3 holders — while 43 added to existing stakes and 90 trimmed.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $19.7M. The largest seller was Rockefeller Capital Management, cutting an estimated $12.8M.

  • 202 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2022, up from 200 in Q3 2022.
  • Funds reported $1.02B of Donnelley Financial Solutions stock for Q4 2022, down 0.31% quarter-over-quarter.
  • 24 funds opened new Donnelley Financial Solutions positions in Q4 2022 and 21 closed out, a net change of +3 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2022 was Mawer Investment Management, an estimated $19.7M added.
  • The largest Donnelley Financial Solutions seller in Q4 2022 was Rockefeller Capital Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2022.