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Donnelley Financial Solutions

200 hedge funds and large institutions have $1.03B invested in Donnelley Financial Solutions in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

22% more capital invested

Capital invested by funds: $843M → $1.03B (+$183M)

2.83% more ownership

Funds ownership: 90.58%93.42% (+2.8%)

2% more funds holding

Funds holding: 196200 (+4)

47% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 89

72% less call options, than puts

Call options by funds: $214K | Put options by funds: $761K

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
30
Increased
47
Reduced
89
Closed
23
Calls
$214K
Puts
$761K
Net Calls
-$547K
Net Calls Change
-$319K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
151
Arlington Partners
Alabama
$103K
Fidelity Investments
152
Fidelity Investments
Massachusetts
$97K -$47.2K -1,258 -33%
PHK
153
Point72 Hong Kong
Hong Kong
$94K +$95.1K +2,537 New
Osaic Holdings
154
Osaic Holdings
Arizona
$83K +$27K +719 +48%
AIP
155
Ameritas Investment Partners
Nebraska
$77K -$7.69K -205 -9%
KBC Group
156
KBC Group
Belgium
$73K -$19.2K -512 -20%
TRCT
157
Tower Research Capital (TRC)
New York
$62K +$24.7K +660 +65%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$60K -$6.45K -172 -10%
AS
159
Altshuler Shaham
Israel
$59K +$24.6K +656 +70%
NSIM
160
North Star Investment Management
Illinois
$56K -$1.05K -28 -2%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$55.7K -$10.9K -291 -16%
SWM
162
Spire Wealth Management
Virginia
$31K -$16.5K -440 -34%
SWA
163
Sutton Wealth Advisors
Florida
$30.4K +$112 +3 +0.4%
TPCW
164
TD Private Client Wealth
New York
$23.6K
SIC
165
Salem Investment Counselors
North Carolina
$22K
LC
166
Lindbrook Capital
California
$22K +$450 +12 +2%
Federated Hermes
167
Federated Hermes
Pennsylvania
$11K -$5.02M -133,871 -100%
TWA
168
TCI Wealth Advisors
Arizona
$9K
VCM
169
Versant Capital Management
Arizona
$9K
BTI
170
Blue Trust Inc
Georgia
$8K +$4.16K +111 +68%
WFA
171
Wipfli Financial Advisors
Wisconsin
$8K +$8.03K +214 New
SWM
172
Selective Wealth Management
Virginia
$6K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$6K +$712 +19 +12%
MFT
174
Moisand Fitzgerald Tamayo
Florida
$5K +$4.65K +124 New
PFBT
175
Parkside Financial Bank & Trust
Missouri
$4K

DFIN Hedge Fund Activity: Q3 2022 in Review

200 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2022, worth a combined $1.03B — up 22% from $843M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFIN positions and 23 closed out — a net gain of 7 holders — while 47 added to existing stakes and 89 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $13.8M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $22.3M sold.

  • 200 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2022, up from 196 in Q2 2022.
  • Funds reported $1.03B of Donnelley Financial Solutions stock for Q3 2022, up 22% quarter-over-quarter.
  • 30 funds opened new Donnelley Financial Solutions positions in Q3 2022 and 23 closed out, a net change of +7 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2022 was Rockefeller Capital Management, an estimated $13.8M added.
  • The largest Donnelley Financial Solutions seller in Q3 2022 was Wasatch Advisors, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2022.