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Donnelley Financial Solutions
DFIN

Overview Fund Activity

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
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

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$73.1M
2
FTCM
2
First Trust Capital Management
Illinois
$12.8M
3
American Century Companies
3
American Century Companies
Missouri
$15M
4
Prudential Financial
4
Prudential Financial
New Jersey
$12.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$20M

Top Sellers

1
GCM
1
Gates Capital Management
New York
$5.39M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
CEI
3
Clark Estates Inc
New York
$2.35M
4
KCM
4
Kennedy Capital Management
Missouri
$0
5
Millennium Management
5
Millennium Management
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$2K -$2.28K -90 -53%
Bessemer Group
152
Bessemer Group
New Jersey
$2K – – –
VFA
153
Valeo Financial Advisors
Indiana
$2K – – –
Toronto Dominion Bank
154
Toronto Dominion Bank
Ontario, Canada
$2K – – –
1832 Asset Management
155
1832 Asset Management
Ontario, Canada
$2K +$643 +37 +47%
SWP
156
Stratos Wealth Partners
Ohio
$2K +$2K +125 New
SIM
157
Sonora Investment Management
Arizona
$1.95K – – –
MFBTD
158
MB Financial Bank - Trust Department
Illinois
$1K – – –
AOWM
159
Alpha Omega Wealth Management
Virginia
$1K – – –
FIB
160
First Interstate Bank
Montana
$1K – – –
LCM
161
Liberty Capital Management
Michigan
$1K – – –
EWM
162
Edge Wealth Management
New York
$1K – – –
WAM
163
Wealthspire Advisors (Maryland)
Maryland
$1K +$386 +22 +63%
STA
164
Summit Trail Advisors
New York
$1K +$1K +33 New
RFC
165
Regions Financial Corp
Alabama
$1K +$1K +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