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Donnelley Financial Solutions

154 hedge funds and large institutions have $263M invested in Donnelley Financial Solutions in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $315K | Put options by funds: $118K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $168M → $263M (+$94.5M)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

4% more funds holding

Funds holding: 148154 (+6)

0.4% less ownership

Funds ownership: 93.21%92.81% (-0.4%)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
39
Reduced
47
Closed
20
Calls
$315K
Puts
$118K
Net Calls
+$197K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
151
Swiss National Bank
Switzerland
-$328K -62,304 Closed
CS
152
Credit Suisse
Switzerland
-$268K -50,791 Closed
PCM
153
Poehling Capital Management
Wisconsin
-$228K -43,250 Closed
UBS AM
154
UBS AM
Illinois
-$181K -34,301 Closed
FM
155
Fondren Management
Texas
-$171K -32,500 Closed
DTL
156
Dynamic Technology Lab
Singapore
-$124K -23,493 Closed
Walleye Capital
157
Walleye Capital
New York
-$116K -22,100 Closed
SSA
158
Schonfeld Strategic Advisors
New York
-$76K -14,400 Closed
HSBC Holdings
159
HSBC Holdings
United Kingdom
-$72K -13,732 Closed
Victory Capital Management
160
Victory Capital Management
Texas
-$50K -9,362 Closed
Barrow, Hanley, Mewhinney & Strauss
161
Barrow, Hanley, Mewhinney & Strauss
Texas
-$20K -3,837 Closed
Simplex Trading
162
Simplex Trading
Illinois
-$22.1K -3,064 Closed
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
-$7K -1,349 Closed
QI
164
QS Investors
New York
-$6K -1,100 Closed
BWA
165
BDO Wealth Advisors
Florida
-$1K -170 Closed
RMC
166
Resources Management Corp
Connecticut
-$1K -99 Closed
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
+$410 +57 New

DFIN Hedge Fund Activity: Q2 2020 in Review

154 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q2 2020, worth a combined $263M — up 56% from $168M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFIN positions and 20 closed out — a net gain of 6 holders — while 39 added to existing stakes and 47 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $1.64M. The largest seller was Vanguard Group, cutting an estimated $8.46M.

  • 154 institutional investors held Donnelley Financial Solutions (DFIN) as of Q2 2020, up from 148 in Q1 2020.
  • Funds reported $263M of Donnelley Financial Solutions stock for Q2 2020, up 56% quarter-over-quarter.
  • 26 funds opened new Donnelley Financial Solutions positions in Q2 2020 and 20 closed out, a net change of +6 holders.
  • The largest Donnelley Financial Solutions buyer in Q2 2020 was Fuller & Thaler Asset Management, an estimated $1.64M added.
  • The largest Donnelley Financial Solutions seller in Q2 2020 was Vanguard Group, an estimated $8.46M sold.

Based on aggregated 13F filings for Q2 2020.