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Donnelley Financial Solutions

202 hedge funds and large institutions have $1.02B invested in Donnelley Financial Solutions in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1.24% more ownership

Funds ownership: 93.42%94.65% (+1.2%)

1% more funds holding

Funds holding: 200202 (+2)

0% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$3.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

52% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 90

98% less call options, than puts

Call options by funds: $84K | Put options by funds: $4.76M

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
43
Reduced
90
Closed
21
Calls
$84K
Puts
$4.76M
Net Calls
-$4.68M
Net Calls Change
-$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$65K -$20.6K -550 -25%
Wells Fargo
152
Wells Fargo
California
$58.7K -$98.1K -2,617 -63%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$58.2K
NSIM
154
North Star Investment Management
Illinois
$58.2K
TRCT
155
Tower Research Capital (TRC)
New York
$58K -$6.45K -172 -10%
DWA
156
Dorsey Wright & Associates
California
$49.5K +$48K +1,281 New
Dimensional Fund Advisors
157
Dimensional Fund Advisors
Texas
$38.9K -$115K -3,066 -0.3%
Federated Hermes
158
Federated Hermes
Pennsylvania
$38.8K +$26.5K +708 +238%
SWM
159
Spire Wealth Management
Virginia
$33K
SWA
160
Sutton Wealth Advisors
Florida
$31.7K
BTI
161
Blue Trust Inc
Georgia
$31K +$20.8K +555 +203%
TPCW
162
TD Private Client Wealth
New York
$24.6K
SIC
163
Salem Investment Counselors
North Carolina
$23.3K
LC
164
Lindbrook Capital
California
$22.8K
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$19K -$42.3K -1,127 -69%
VCM
166
Versant Capital Management
Arizona
$9.66K
TWA
167
TCI Wealth Advisors
Arizona
$9.12K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.16K +31 +18%
PFBT
169
Parkside Financial Bank & Trust
Missouri
$7.04K +$3.26K +87 +92%
BAM
170
Belpointe Asset Management
Nevada
$6.11K +$5.92K +158 New
RBC
171
Romano Brothers & Co
Illinois
$5.8K +$5.62K +150 New
MFT
172
Moisand Fitzgerald Tamayo
Florida
$4.95K +$150 +4 +3%
US Bancorp
173
US Bancorp
Minnesota
$3.83K +$1.87K +50 +102%
CAM
174
Cresset Asset Management
Illinois
$3.1K -$6.56K -175 -0.3%
QCG
175
Quadrant Capital Group
Ohio
$2.98K

DFIN Hedge Fund Activity: Q4 2022 in Review

202 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2022, worth a combined $1.02B — down 0.31% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFIN positions and 21 closed out — a net gain of 3 holders — while 43 added to existing stakes and 90 trimmed.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $19.7M. The largest seller was Rockefeller Capital Management, cutting an estimated $12.8M.

  • 202 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2022, up from 200 in Q3 2022.
  • Funds reported $1.02B of Donnelley Financial Solutions stock for Q4 2022, down 0.31% quarter-over-quarter.
  • 24 funds opened new Donnelley Financial Solutions positions in Q4 2022 and 21 closed out, a net change of +3 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2022 was Mawer Investment Management, an estimated $19.7M added.
  • The largest Donnelley Financial Solutions seller in Q4 2022 was Rockefeller Capital Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2022.