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Donnelley Financial Solutions

196 hedge funds and large institutions have $843M invested in Donnelley Financial Solutions in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.84% less ownership

Funds ownership: 91.42%90.58% (-0.84%)

11% less funds holding

Funds holding: 221196 (-25)

15% less capital invested

Capital invested by funds: $994M → $843M (-$150M)

29% less call options, than puts

Call options by funds: $548K | Put options by funds: $776K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

51% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 37

62% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 102

Holders
196
Holders Change
-25
Holders Change %
-11.31%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
39
Reduced
102
Closed
37
Calls
$548K
Puts
$776K
Net Calls
-$228K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
151
North Star Investment Management
Illinois
$45K
Allspring Global Investments
152
Allspring Global Investments
North Carolina
$44K -$778K -26,216 -95%
HIIFS
153
Harel Insurance Investments & Financial Services
Israel
$40K +$40.6K +1,369 New
SWM
154
Spire Wealth Management
Virginia
$38K -$30K -1,010 -44%
TRCT
155
Tower Research Capital (TRC)
New York
$29K -$286K -9,650 -91%
AS
156
Altshuler Shaham
Israel
$28K -$7.24K -244 -21%
SWA
157
Sutton Wealth Advisors
Florida
$24K -$445 -15 -2%
TPCW
158
TD Private Client Wealth
New York
$18.7K +$4.84K +163 +34%
SIC
159
Salem Investment Counselors
North Carolina
$18K
LC
160
Lindbrook Capital
California
$17K +$17.1K +577 New
TWA
161
TCI Wealth Advisors
Arizona
$7K -$5.79K -195 -45%
VCM
162
Versant Capital Management
Arizona
$7K
Simplex Trading
163
Simplex Trading
Illinois
$6K -$4.48K -151 -40%
GWM
164
Geneos Wealth Management
Colorado
$5K
SWM
165
Selective Wealth Management
Virginia
$5K
BTI
166
Blue Trust Inc
Georgia
$5K +$4.84K +163 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$4K -$2.17K -73 -32%
RE
168
RBC Europe
United Kingdom
$4K
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$4K +$4.51K +152 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$3K -$178 -6 -6%
EWA
171
EverSource Wealth Advisors
Alabama
$2K -$2.7K -91 -62%
MAM
172
Meeder Asset Management
Ohio
$2K -$1.33K -45 -42%
Bessemer Group
173
Bessemer Group
New Jersey
$2K
IA
174
IFP Advisors
Florida
$2K
QCG
175
Quadrant Capital Group
Ohio
$2K

DFIN Hedge Fund Activity: Q2 2022 in Review

196 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q2 2022, worth a combined $843M — down 15% from $994M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of DFIN and 18 opened new positions — a net loss of 19 holders — while 102 trimmed existing stakes and 39 added.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $20M. The largest seller was Steamboat Capital Partners, exiting entirely with an estimated $11.1M sold.

  • 196 institutional investors held Donnelley Financial Solutions (DFIN) as of Q2 2022, down from 221 in Q1 2022.
  • Funds reported $843M of Donnelley Financial Solutions stock for Q2 2022, down 15% quarter-over-quarter.
  • 18 funds opened new Donnelley Financial Solutions positions in Q2 2022 and 37 closed out, a net change of -19 holders.
  • The largest Donnelley Financial Solutions buyer in Q2 2022 was Brookfield Corp, an estimated $20M added.
  • The largest Donnelley Financial Solutions seller in Q2 2022 was Steamboat Capital Partners, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2022.