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Donnelley Financial Solutions
DFIN

246 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more funds holding

Funds holding: 222 → 246 (+24)

0.46% more ownership

Funds ownership: 93.88% → 94.34% (+0.46%)

0% less capital invested

Capital invested by funds: $1.7B → $1.7B (-$3.62M)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

28% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $2.44M

Holders
246
Holders Change
+24
Holders Change %
+10.81%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
80
Reduced
86
Closed
16
Calls
$1.75M
Puts
$2.44M
Net Calls
-$688K
Net Calls Change
-$694K

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$41.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$18.9M
3
NPIC
Neumeier Poma Investment Counsel
California
+$15.7M
4
American Century Companies
American Century Companies
Missouri
+$7.14M
5
BTW
Boston Trust Walden
Massachusetts
+$7.03M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52.2M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$29.3M
3
SCM
Simcoe Capital Management
New York
-$15.9M
4
TCM
Tensile Capital Management
California
-$11.9M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
151
Crossmark Global Holdings
Texas
$376K +$379K +6,067 New
Walleye Capital
152
Walleye Capital
New York
$374K +$378K +6,039 New
BCC
153
Bridge City Capital
Oregon
$372K +$57K +912 +18%
TD Asset Management
154
TD Asset Management
Ontario, Canada
$360K -$87.6K -1,400 -19%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$358K -$125 -2 -0%
Squarepoint
156
Squarepoint
New York
$342K +$345K +5,508 New
SAM
157
Shell Asset Management
Netherlands
$337K -$35.1K -561 -9%
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$331K +$313 +5 +0.1%
ProShare Advisors
159
ProShare Advisors
Maryland
$309K +$21.6K +345 +7%
UM
160
UniSuper Management
Australia
$303K +$305K +4,884 New
VI
161
Versor Investments
New York
$291K +$294K +4,700 New
MM
162
MQS Management
New York
$288K +$291K +4,645 New
Grantham, Mayo, Van Otterloo & Co (GMO)
163
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$283K -$644K -10,296 -69%
Verition Fund Management
164
Verition Fund Management
Connecticut
$280K +$282K +4,512 New
CGA
165
Crescent Grove Advisors
Illinois
$279K – – –
GLA
166
Great Lakes Advisors
Illinois
$277K +$280K +4,470 New
Amundi
167
Amundi
France
$271K +$67.9K +1,086 +33%
MOACM
168
Mutual of America Capital Management
New York
$264K -$4.13K -66 -2%
Public Employees Retirement Association of Colorado
169
Public Employees Retirement Association of Colorado
Colorado
$248K -$21.3K -340 -8%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$244K -$327K -5,235 -57%
ZIM
171
Zacks Investment Management
Illinois
$234K +$1.06K +17 +0.5%
DFCM
172
Dark Forest Capital Management
Puerto Rico
$233K +$235K +3,757 New
AA
173
Ancora Advisors
Ohio
$231K – – –
BEAM
174
Baker Ellis Asset Management
Washington
$217K – – –
Mariner
175
Mariner
Kansas
$214K +$8.82K +141 +4%
5 6
7
8 9

DFIN Hedge Fund Activity: Q1 2024 in Review

246 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q1 2024, worth a combined $1.7B — down 0.21% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFIN positions and 16 closed out — a net gain of 24 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $41.1M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 246 institutional investors held Donnelley Financial Solutions (DFIN) as of Q1 2024, up from 222 in Q4 2023.
  • Funds reported $1.7B of Donnelley Financial Solutions stock for Q1 2024, down 0.21% quarter-over-quarter.
  • 40 funds opened new Donnelley Financial Solutions positions in Q1 2024 and 16 closed out, a net change of +24 holders.
  • The largest Donnelley Financial Solutions buyer in Q1 2024 was Mawer Investment Management, an estimated $41.1M added.
  • The largest Donnelley Financial Solutions seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.