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Donnelley Financial Solutions
DFIN

174 hedge funds and large institutions have $588M invested in Donnelley Financial Solutions in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 54

1.3% more ownership

Funds ownership: 88.29% → 89.58% (+1.3%)

0% more funds holding

Funds holding: 174 → 174 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

8% less capital invested

Capital invested by funds: $641M → $588M (-$52.8M)

Holders
174
Holders Change
–
Holders Change %
0%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
61
Reduced
54
Closed
22
Calls
$216K
Puts
–
Net Calls
+$216K
Net Calls Change
-$8.77M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.9M
2
FTCM
First Trust Capital Management
Illinois
+$10.7M
3
American Century Companies
American Century Companies
Missouri
+$7.48M
4
Prudential Financial
Prudential Financial
New Jersey
+$5.83M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
GCM
Gates Capital Management
New York
-$27.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$19.8M
3
CEI
Clark Estates Inc
New York
-$6.64M
4
KCM
Kennedy Capital Management
Missouri
-$4.24M
5
Millennium Management
Millennium Management
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
IFP Advisors
Florida
$2K -$1.84K -90 -53%
Bessemer Group
152
Bessemer Group
New Jersey
$2K – – –
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$2K – – –
VFA
154
Valeo Financial Advisors
Indiana
$2K – – –
1832 Asset Management
155
1832 Asset Management
Ontario, Canada
$2K +$756 +37 +47%
SWP
156
Stratos Wealth Partners
Ohio
$2K +$2.56K +125 New
SIM
157
Sonora Investment Management
Arizona
$1.95K – – –
AOWM
158
Alpha Omega Wealth Management
Virginia
$1K – – –
EWM
159
Edge Wealth Management
New York
$1K – – –
FIB
160
First Interstate Bank
Montana
$1K – – –
LCM
161
Liberty Capital Management
Michigan
$1K – – –
MFBTD
162
MB Financial Bank - Trust Department
Illinois
$1K – – –
WAM
163
Wealthspire Advisors (Maryland)
Maryland
$1K +$450 +22 +63%
STA
164
Summit Trail Advisors
New York
$1K +$674 +33 New
RFC
165
Regions Financial Corp
Alabama
$1K +$1.57K +77 New
WEC
166
Winslow Evans & Crocker
Massachusetts
$274 – – –
Schroder Investment Management Group
167
Schroder Investment Management Group
United Kingdom
– -$19.8M -926,019 Closed
KCM
168
Kennedy Capital Management
Missouri
– -$4.24M -196,713 Closed
SIM
169
Spark Investment Management
New York
– -$1.07M -49,500 Closed
JGC
170
J. Goldman & Co
New York
– -$755K -35,000 Closed
BA
171
Boston Advisors
Massachusetts
– -$722K -33,470 Closed
HP
172
Harvey Partners
New York
– -$701K -32,500 Closed
Allianz Asset Management
173
Allianz Asset Management
Germany
– -$431K -20,000 Closed
NFA
174
Nationwide Fund Advisors
Ohio
– -$361K -16,750 Closed
Balyasny Asset Management
175
Balyasny Asset Management
Illinois
– -$239K -11,100 Closed
4 5 6
7
8

DFIN Hedge Fund Activity: Q4 2017 in Review

174 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2017, worth a combined $588M — down 8.2% from $641M a quarter earlier.

Fund positioning in DFIN was balanced in Q4 2017: 22 funds opened new positions, 22 closed out, 61 added to existing stakes and 54 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.9M. The largest seller was Gates Capital Management, cutting an estimated $27.1M.

  • 174 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $588M of Donnelley Financial Solutions stock for Q4 2017, down 8.2% quarter-over-quarter.
  • 22 funds opened new Donnelley Financial Solutions positions in Q4 2017 and 22 closed out, a net change of 0 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2017 was Fidelity Investments, an estimated $18.9M added.
  • The largest Donnelley Financial Solutions seller in Q4 2017 was Gates Capital Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2017.