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Donnelley Financial Solutions
DFIN

Overview Fund Activity

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
Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.26%
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

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$20.3M
2
TCM
2
Tensile Capital Management
California
$15.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.2M
4
BC
4
Brookfield Corp
Ontario, Canada
$34.6M
5
TWP
5
TFO Wealth Partners
Ohio
$1.88M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.04M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
BlackRock
3
BlackRock
New York
$162M
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
151
Osaic Holdings
Arizona
$65K -$21.3K -550 -25%
Wells Fargo
152
Wells Fargo
California
$58.7K -$101K -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 -$6.67K -172 -10%
DWA
156
Dorsey Wright & Associates
California
$49.5K +$49.5K +1,281 New
Dimensional Fund Advisors
157
Dimensional Fund Advisors
Texas
$38.9K -$119 -3,066 -0.3%
Federated Hermes
158
Federated Hermes
Pennsylvania
$38.8K +$27.4K +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 -$42.5K -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 +$1.22K +31 +18%
PFBT
169
Parkside Financial Bank & Trust
Missouri
$7.04K +$3.36K +87 +92%
BAM
170
Belpointe Asset Management
Nevada
$6.11K +$6.11K +158 New
RBC
171
Romano Brothers & Co
Illinois
$5.8K +$5.8K +150 New
MFT
172
Moisand Fitzgerald Tamayo
Florida
$4.95K +$155 +4 +3%
US Bancorp
173
US Bancorp
Minnesota
$3.83K +$1.93K +50 +102%
CAM
174
Cresset Asset Management
Illinois
$3.1K -$11 -175 -0.3%
QCG
175
Quadrant Capital Group
Ohio
$2.98K – – –
5 6
7
8 9