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Donnelley Financial Solutions
DFIN

246 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more funds holding

Funds holding: 222 → 246 (+24)

0.46% more ownership

Funds ownership: 93.88% → 94.34% (+0.46%)

0% less capital invested

Capital invested by funds: $1.7B → $1.7B (-$3.62M)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

28% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $2.44M

Holders
246
Holders Change
+24
Holders Change %
+10.81%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
80
Reduced
86
Closed
16
Calls
$1.75M
Puts
$2.44M
Net Calls
-$688K
Net Calls Change
-$694K

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$41.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$18.9M
3
NPIC
Neumeier Poma Investment Counsel
California
+$15.7M
4
American Century Companies
American Century Companies
Missouri
+$7.14M
5
BTW
Boston Trust Walden
Massachusetts
+$7.03M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$29.3M
3
SCM
Simcoe Capital Management
New York
-$15.9M
4
TCM
Tensile Capital Management
California
-$11.9M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
126
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$652K +$142K +2,269 +28%
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$645K -$375 -6 -0.1%
CCM
128
Corsair Capital Management
New York
$617K -$8.38K -134 -1%
LCM
129
Legato Capital Management
California
$609K +$19.5K +311 +3%
NAM
130
NorthCrest Asset Manangement
Minnesota
$604K +$15K +240 +3%
DTL
131
Dynamic Technology Lab
Singapore
$587K +$592K +9,463 New
LPL Financial
132
LPL Financial
California
$570K +$27K +431 +5%
XT
133
XTX Topco
Cayman Islands
$566K +$571K +9,125 New
EA
134
Ellsworth Advisors
Ohio
$550K +$25.7K +411 +5%
MSRPS
135
Maryland State Retirement & Pension System
Maryland
$547K – – –
GAM
136
Gotham Asset Management
New York
$516K +$153K +2,444 +42%
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$515K – – –
RJA
138
Raymond James & Associates
Florida
$514K -$50.5K -808 -9%
Wells Fargo
139
Wells Fargo
California
$513K +$36.6K +585 +8%
Mirae Asset Global Investments
140
Mirae Asset Global Investments
South Korea
$499K – – –
AB
141
Amalgamated Bank
New York
$495K -$124K -1,981 -20%
Stifel Financial
142
Stifel Financial
Missouri
$464K -$15.3K -244 -3%
PTC
143
Petrus Trust Company
Texas
$453K – – –
DT
144
Diversified Trust
Tennessee
$448K +$8.88K +142 +2%
ASRS
145
Arizona State Retirement System
Arizona
$446K +$14.5K +232 +3%
SOW
146
State of Wyoming
Wyoming
$439K +$239K +3,820 +117%
State Board of Administration of Florida Retirement System
147
State Board of Administration of Florida Retirement System
Florida
$425K +$208K +3,320 +47%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$424K -$1.09M -17,437 -72%
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$412K -$37.5K -600 -8%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$383K – – –
4 5
6
7 8

DFIN Hedge Fund Activity: Q1 2024 in Review

246 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2024, worth a combined $1.7B — down 0.21% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFIN positions and 16 closed out — a net gain of 24 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $41.1M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 246 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2024, up from 222 in Q4 2023.
  • Funds reported $1.7B of Donnelley Financial Solutions stock for Q1 2024, down 0.21% quarter-over-quarter.
  • 40 funds opened new Donnelley Financial Solutions positions in Q1 2024 and 16 closed out, a net change of +24 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2024 was Mawer Investment Management, an estimated $41.1M added.
  • The largest Donnelley Financial Solutions seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.